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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
35,114
shares
|
$8.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 76.73%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
34,732
shares
|
$8.55 Million
0.91% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
33,705
shares
|
$8.29 Million
0.12% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
33,675
shares
|
$8.29 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
32,979
shares
|
$8.12 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
32,928
shares
|
$8.1 Million
5.85% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
32,690
shares
|
$8.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
32,656
shares
|
$8.04 Million
1.75% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,032
shares
|
$7.88 Million
0.33% of portfolio
|
Q4 2023
Reduced 2.65%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
31,970
shares
|
$7.87 Million
4.66% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
31,966
shares
|
$7.87 Million
0.2% of portfolio
|
Q3 2025
Added 351.69%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
31,458
shares
|
$7.74 Million
1.41% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
31,250
shares
|
$7.69 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
31,095
shares
|
$7.65 Million
1.0% of portfolio
|
Q3 2025
Reduced 25.88%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
30,795
shares
|
$7.58 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
30,531
shares
|
$7.51 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
30,276
shares
|
$7.45 Million
1.15% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
30,074
shares
|
$7.4 Million
0.38% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
29,910
shares
|
$7.36 Million
2.17% of portfolio
|
Q3 2025
Added 23.67%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
29,669
shares
|
$7.3 Million
0.65% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
29,643
shares
|
$7.29 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
29,552
shares
|
$7.27 Million
5.96% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
28,916
shares
|
$7.12 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
28,501
shares
|
$7.01 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
27,989
shares
|
$6.89 Million
0.47% of portfolio
|
Q3 2025
Added 10.79%
|
|