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 |
|---|---|---|---|---|---|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
100
shares
|
$24,607
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
99
shares
|
$24,360
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
97
shares
|
$23,868
0.0% of portfolio
|
Q2 2025
Reduced 94.14%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
90
shares
|
$22,146
0.01% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
87
shares
|
$21,408
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
87
shares
|
$21,408
0.03% of portfolio
|
Q1 2021
Reduced 1.14%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
85
shares
|
$20,915
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
85
shares
|
$20,915
0.15% of portfolio
|
Q2 2025
Reduced 92.88%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
82
shares
|
$20,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
82
shares
|
$20,177
0.01% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
81
shares
|
$19,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
81
shares
|
$19,931
0.01% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
77
shares
|
$18,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
77
shares
|
$18,947
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
74
shares
|
$18,209
0.0% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
72
shares
|
$17,717
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
68
shares
|
$16,732
0.0% of portfolio
|
Q4 2019
Added 79.41%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
63
shares
|
$15,502
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
62
shares
|
$15,256
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
62
shares
|
$15,256
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
60
shares
|
$14,764
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
57
shares
|
$14,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
57
shares
|
$14,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
54
shares
|
$13,287
0.0% of portfolio
|
Q3 2025
Added 58.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
49
shares
|
$12,057
0.0% of portfolio
|
Q3 2025
Reduced 89.21%
|
|