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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
165
shares
|
$40,601
0.02% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
162
shares
|
$39,863
0.02% of portfolio
|
Q3 2025
Added 604.35%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
161
shares
|
$39,617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
160
shares
|
$39,371
0.0% of portfolio
|
Q4 2022
Reduced 18.37%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
150
shares
|
$36,910
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
145
shares
|
$35,680
0.03% of portfolio
|
Q2 2025
Reduced 39.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
143
shares
|
$35,188
0.0% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
140
shares
|
$34,449
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
131
shares
|
$32,235
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
130
shares
|
$31,989
0.0% of portfolio
|
Q1 2025
Reduced 56.95%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
127
shares
|
$31,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
126
shares
|
$31,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
122
shares
|
$30,020
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
121
shares
|
$29,774
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
120
shares
|
$29,528
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
115
shares
|
$28,298
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
111
shares
|
$27,313
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
108
shares
|
$26,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
108
shares
|
$26,575
0.06% of portfolio
|
Q3 2025
Reduced 94.3%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
105
shares
|
$25,837
0.0% of portfolio
|
Q3 2025
Added 29.63%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
102
shares
|
$25,099
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
101
shares
|
$24,853
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
101
shares
|
$24,853
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
100
shares
|
$24,607
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
100
shares
|
$24,607
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|