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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
49
shares
|
$12,057
0.0% of portfolio
|
Q2 2025
Reduced 89.21%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
47
shares
|
$11,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
45
shares
|
$11,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
45
shares
|
$11,073
0.02% of portfolio
|
Q2 2022
Reduced 99.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
45
shares
|
$11,073
0.0% of portfolio
|
Q3 2023
Reduced 39.19%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$10,581
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42
shares
|
$10,334
0.0% of portfolio
|
Q1 2023
Reduced 38.24%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
40
shares
|
$9,842
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
40
shares
|
$9,842
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
38
shares
|
$9,350
0.0% of portfolio
|
Q1 2025
Reduced 35.59%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
38
shares
|
$9,350
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
33
shares
|
$8,120
0.0% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
31
shares
|
$7,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
28
shares
|
$6,889
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
28
shares
|
$6,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
28
shares
|
$6,889
0.0% of portfolio
|
Q4 2025
Reduced 77.05%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
27
shares
|
$6,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
26
shares
|
$6,397
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
26
shares
|
$6,397
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26
shares
|
$6,397
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24
shares
|
$5,905
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
23
shares
|
$5,659
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
23
shares
|
$5,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
22
shares
|
$5,413
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
21
shares
|
$5,167
0.0% of portfolio
|
Q1 2023
Reduced 53.33%
|
|