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 1,109 institutions that hold shares in the stock, with a total of 65.7 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
43,804
shares
|
$10.8 Million
1.98% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
42,810
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
41,812
shares
|
$10.3 Million
2.2% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
41,565
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Added 202.25%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
41,168
shares
|
$10.1 Million
0.3% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
41,094
shares
|
$10.1 Million
2.56% of portfolio
|
Q4 2025
Reduced 5.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,477
shares
|
$9.96 Million
0.23% of portfolio
|
Q2 2020
Added 11.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
40,465
shares
|
$9.96 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
39,429
shares
|
$9.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
39,125
shares
|
$9.63 Million
1.45% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
38,877
shares
|
$9.57 Million
0.08% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
38,591
shares
|
$9.5 Million
1.82% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
38,342
shares
|
$9.43 Million
0.07% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
37,777
shares
|
$9.3 Million
2.44% of portfolio
|
Q3 2025
Added 3156.64%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
37,570
shares
|
$9.24 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,535
shares
|
$9.24 Million
0.17% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
37,494
shares
|
$9.23 Million
9.27% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
37,454
shares
|
$9.22 Million
7.29% of portfolio
|
Q3 2025
Added 34.36%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
37,005
shares
|
$9.11 Million
1.97% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
36,625
shares
|
$9.01 Million
0.86% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
36,502
shares
|
$8.98 Million
0.08% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
36,401
shares
|
$8.96 Million
0.23% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
36,040
shares
|
$8.87 Million
0.19% of portfolio
|
Q2 2025
Reduced 92.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
35,570
shares
|
$8.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.31%
|
|