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 1,109 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
100,304
shares
|
$24.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
99,807
shares
|
$24.6 Million
0.13% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
99,747
shares
|
$24.5 Million
0.03% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
98,331
shares
|
$24.2 Million
0.31% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
94,433
shares
|
$23.2 Million
4.02% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
94,045
shares
|
$23.1 Million
1.15% of portfolio
|
Q3 2025
Added 213.06%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
93,509
shares
|
$23 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
93,325
shares
|
$23 Million
1.25% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
91,595
shares
|
$22.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
88,691
shares
|
$21.8 Million
0.04% of portfolio
|
Q3 2025
Added 2310.08%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
88,088
shares
|
$21.7 Million
4.1% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
85,504
shares
|
$21 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.92%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
85,434
shares
|
$21 Million
6.94% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
83,781
shares
|
$20.6 Million
3.11% of portfolio
|
Q3 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
81,724
shares
|
$20.1 Million
2.54% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
81,660
shares
|
$20.1 Million
3.14% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
79,809
shares
|
$19.6 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
77,024
shares
|
$19 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
74,632
shares
|
$18.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
74,380
shares
|
$18.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 30.64%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
74,132
shares
|
$18.2 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
73,798
shares
|
$18.2 Million
4.64% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
71,281
shares
|
$17.5 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
70,542
shares
|
$17.4 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
70,394
shares
|
$17.3 Million
7.07% of portfolio
|
Q3 2025
Reduced 27.85%
|
|