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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
250
shares
|
$61,517
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
245
shares
|
$60,287
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
243
shares
|
$59,795
0.02% of portfolio
|
Q3 2025
Reduced 27.03%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
234
shares
|
$57,580
0.0% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
230
shares
|
$56,596
0.01% of portfolio
|
Q2 2025
Reduced 47.96%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
229
shares
|
$56,350
0.01% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
226
shares
|
$55,611
0.05% of portfolio
|
Q3 2022
Added 32.94%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
225
shares
|
$55,365
0.0% of portfolio
|
Q4 2025
Added 45.16%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
222
shares
|
$54,627
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
218
shares
|
$53,643
0.01% of portfolio
|
Q4 2025
Reduced 72.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
216
shares
|
$53,151
0.0% of portfolio
|
Q2 2025
Added 44.97%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
215
shares
|
$52,905
0.03% of portfolio
|
Q3 2025
Reduced 47.56%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
202
shares
|
$49,706
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
200
shares
|
$49,214
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
200
shares
|
$49,214
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
197
shares
|
$48,475
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
194
shares
|
$47,737
0.02% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
192
shares
|
$47,245
0.03% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
186
shares
|
$45,769
0.01% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
176
shares
|
$43,308
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
171
shares
|
$42,077
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
170
shares
|
$41,831
0.0% of portfolio
|
Q3 2025
Reduced 65.73%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
170
shares
|
$41,831
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
167
shares
|
$41,093
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
166
shares
|
$40,847
0.0% of portfolio
|
Q3 2025
Reduced 39.86%
|
|