Institutional Ownership Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM). We have compiled data on the 1,108 institutions that hold shares in the stock, with a total of 66 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
449
shares
|
$110,485
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
431
shares
|
$106,056
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
429
shares
|
$105,564
0.0% of portfolio
|
Q4 2025
Added 4.38%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
417
shares
|
$102,611
0.07% of portfolio
|
Q3 2025
Reduced 40.68%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
401
shares
|
$98,674
0.06% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
393
shares
|
$96,705
0.02% of portfolio
|
Q3 2025
Added 34.13%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
357
shares
|
$87,846
0.01% of portfolio
|
Q2 2023
Added 89.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
355
shares
|
$87,354
0.03% of portfolio
|
Q4 2023
Reduced 8.27%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
352
shares
|
$86,616
0.04% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
350
shares
|
$86,124
0.03% of portfolio
|
Q2 2025
Reduced 38.16%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
346
shares
|
$85,140
0.01% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
346
shares
|
$85,140
0.01% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
338
shares
|
$83,171
0.0% of portfolio
|
Q3 2023
Reduced 23.7%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
331
shares
|
$81,449
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
323
shares
|
$79,480
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
305
shares
|
$75,051
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
303
shares
|
$74,559
0.03% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
284
shares
|
$69,883
0.03% of portfolio
|
Q3 2025
Added 468.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
272
shares
|
$66,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
268
shares
|
$65,946
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
266
shares
|
$65,454
0.02% of portfolio
|
Q4 2025
Added 52.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
265
shares
|
$65,208
0.06% of portfolio
|
Q3 2025
Reduced 30.99%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
263
shares
|
$64,716
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
262
shares
|
$64,470
0.0% of portfolio
|
Q3 2025
Added 101.54%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
256
shares
|
$62,993
0.0% of portfolio
|
Q3 2025
Added 65.16%
|
|