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 1,030 institutions that hold shares in the stock, with a total of 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
98,104
shares
|
$23.7 Million
0.08% of portfolio
|
Q1 2025
Added 145.16%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
97,560
shares
|
$23.5 Million
9.47% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
95,853
shares
|
$23.1 Million
3.87% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
95,308
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
94,590
shares
|
$22.8 Million
3.55% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
94,097
shares
|
$22.7 Million
1.21% of portfolio
|
Q2 2025
Reduced 31.46%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
92,868
shares
|
$22.4 Million
0.18% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
92,758
shares
|
$22.4 Million
0.28% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
87,151
shares
|
$21 Million
7.61% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
84,237
shares
|
$20.3 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
83,664
shares
|
$20.2 Million
1.42% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
81,347
shares
|
$19.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
77,623
shares
|
$18.7 Million
0.06% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
77,223
shares
|
$18.6 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
76,015
shares
|
$18.3 Million
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
75,349
shares
|
$18.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
75,305
shares
|
$18.2 Million
1.07% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
72,416
shares
|
$17.5 Million
4.18% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
71,744
shares
|
$17.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
71,592
shares
|
$17.3 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
70,308
shares
|
$17 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
68,081
shares
|
$16.4 Million
2.7% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
67,380
shares
|
$16.2 Million
2.28% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
66,348
shares
|
$16 Million
6.09% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
66,344
shares
|
$16 Million
2.39% of portfolio
|
Q1 2025
Reduced 46.32%
|