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 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
68,859
shares
|
$16.9 Million
2.09% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
68,817
shares
|
$16.9 Million
0.31% of portfolio
|
Q4 2025
Reduced 3.46%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
68,614
shares
|
$16.9 Million
0.27% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
65,111
shares
|
$16 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
62,935
shares
|
$15.5 Million
2.49% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
61,597
shares
|
$15.2 Million
0.46% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
58,856
shares
|
$14.5 Million
7.87% of portfolio
|
Q4 2024
Added 232.97%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
58,837
shares
|
$14.5 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
58,238
shares
|
$14.3 Million
0.15% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
55,912
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
54,508
shares
|
$13.4 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
54,469
shares
|
$13.4 Million
7.59% of portfolio
|
Q3 2025
Added 28.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,097
shares
|
$13.3 Million
0.31% of portfolio
|
Q2 2025
Reduced 38.56%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
54,064
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
53,366
shares
|
$13.1 Million
0.08% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
53,304
shares
|
$13.1 Million
2.38% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
53,222
shares
|
$13.1 Million
3.43% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
51,165
shares
|
$12.6 Million
4.41% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
49,726
shares
|
$12.2 Million
0.93% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
48,620
shares
|
$12 Million
1.69% of portfolio
|
Q3 2025
Added 315.84%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
48,487
shares
|
$11.9 Million
2.58% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
47,340
shares
|
$11.6 Million
0.43% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
47,004
shares
|
$11.6 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
44,307
shares
|
$10.9 Million
0.19% of portfolio
|
Q3 2025
Added 147.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
44,225
shares
|
$10.9 Million
0.28% of portfolio
|
Q3 2025
Added 13.72%
|
|