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 |
|---|---|---|---|---|---|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
27,796
shares
|
$6.84 Million
2.78% of portfolio
|
Q3 2025
Added 270.76%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
27,685
shares
|
$6.81 Million
1.63% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
27,647
shares
|
$6.8 Million
0.07% of portfolio
|
Q3 2025
Added 26.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
27,371
shares
|
$6.74 Million
0.11% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
27,133
shares
|
$6.68 Million
0.1% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
27,067
shares
|
$6.66 Million
0.57% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
26,972
shares
|
$6.64 Million
0.65% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
26,714
shares
|
$6.57 Million
0.6% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,283
shares
|
$6.47 Million
0.06% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
26,260
shares
|
$6.46 Million
2.25% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
26,146
shares
|
$6.43 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
26,012
shares
|
$6.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
25,863
shares
|
$6.36 Million
0.04% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
25,821
shares
|
$6.35 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,678
shares
|
$6.32 Million
0.89% of portfolio
|
Q4 2022
Added 93.23%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
25,563
shares
|
$6.29 Million
0.06% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
25,282
shares
|
$6.22 Million
2.0% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
25,186
shares
|
$6.2 Million
4.61% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
25,025
shares
|
$6.16 Million
3.46% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
24,585
shares
|
$6.05 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
24,432
shares
|
$6.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
24,288
shares
|
$5.98 Million
1.26% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
24,068
shares
|
$5.92 Million
0.51% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,048
shares
|
$5.92 Million
0.74% of portfolio
|
Q4 2022
Reduced 15.78%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,048
shares
|
$5.92 Million
0.74% of portfolio
|
Q4 2022
New holding
|
|