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 |
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
66,160
shares
|
$16 Million
1.27% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
66,048
shares
|
$15.9 Million
3.9% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
62,071
shares
|
$15 Million
1.25% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
60,986
shares
|
$14.7 Million
0.44% of portfolio
|
Q1 2025
Added 478.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
59,774
shares
|
$14.4 Million
0.52% of portfolio
|
Q1 2025
Added 23.95%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
58,856
shares
|
$14.2 Million
7.87% of portfolio
|
Q4 2024
Added 232.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
54,118
shares
|
$13 Million
0.14% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,097
shares
|
$13 Million
0.31% of portfolio
|
Q2 2025
Reduced 38.56%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
53,881
shares
|
$13 Million
1.21% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
53,861
shares
|
$13 Million
2.48% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
53,822
shares
|
$13 Million
0.03% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
51,165
shares
|
$12.3 Million
4.41% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
50,289
shares
|
$12.1 Million
0.59% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
49,139
shares
|
$11.8 Million
0.84% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
48,487
shares
|
$11.7 Million
2.58% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
48,243
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 4238.4%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
46,838
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
46,762
shares
|
$11.3 Million
0.16% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
44,543
shares
|
$10.7 Million
3.06% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
44,081
shares
|
$10.6 Million
1.92% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
43,824
shares
|
$10.6 Million
0.14% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
43,143
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2025
Added 29.68%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
42,602
shares
|
$10.3 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
42,500
shares
|
$10.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
42,223
shares
|
$10.2 Million
0.08% of portfolio
|
Q1 2025
Added 11.37%
|