iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
MTUM
Shares outstanding
75,242,694
Price per share
$250.31
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
65,117,845
Total reported value
$16,687,819,900
% of total 13F portfolios
0.06%
Share change
-3,831,088
Value change
-$971,337,171
Number of holders
966
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 5.4% $1,041,983,403 4,063,105 FMR LLC 30 Sep 2025

As of 30 Sep 2025, 966 institutional investors reported holding 65,117,845 shares of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM). This represents 87% of the company’s total 75,242,694 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) together control 60% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MERCER GLOBAL ADVISORS INC /ADV 10% 7,595,040 +0.15% 3.3% $1,947,747,879
ENVESTNET ASSET MANAGEMENT INC 8.2% 6,193,973 -51% 0.46% $1,588,444,233
FMR LLC 5.4% 4,063,106 +26% 0.05% $1,041,983,404
MORGAN STANLEY 4.3% 3,260,276 +29% 0.05% $836,098,155
RAYMOND JAMES FINANCIAL INC 4.1% 3,063,251 +4.1% 0.25% $785,570,595
LPL Financial LLC 3.5% 2,639,443 +15% 0.2% $676,885,126
ASSETMARK, INC 1.9% 1,465,131 -21% 0.81% $375,732,758
AMERIPRISE FINANCIAL INC 1.8% 1,321,883 +7.4% 0.08% $339,023,388
BlackRock, Inc. 1.7% 1,259,294 +2% 0.01% $322,945,976
BANK OF AMERICA CORP /DE/ 1.6% 1,239,000 +8.3% 0.02% $317,741,534
STATE OF MICHIGAN RETIREMENT SYSTEM 1.6% 1,223,490 +1.4% 1.5% $313,764,011
Cerity Partners LLC 1.5% 1,151,952 +2.6% 0.48% $295,417,925
Blue Trust, Inc. 1.5% 1,133,565 -6.4% 3.3% $290,702,547
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.4% 1,030,720 -0.05% 5.3% $264,328,051
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.3% 1,001,260 -1.7% 0.39% $254,820,843
Focus Partners Wealth 1.2% 927,145 +2940% 0.39% $237,766,225
CWM, LLC 1.2% 911,115 +1.3% 0.7% $233,655,000
JPMORGAN CHASE & CO 1.2% 870,892 +6.6% 0.01% $223,340,663
WELLS FARGO & COMPANY/MN 1.2% 865,845 -0.35% 0.05% $222,046,057
UBS Group AG 1% 758,362 -3.9% 0.04% $194,481,935
GOLDMAN SACHS GROUP INC 0.98% 739,133 +84% 0.03% $189,550,709
Corient Private Wealth LLC 0.95% 716,736 -12% 0.29% $183,807,061
Orgel Wealth Management, LLC 0.88% 664,061 +0.65% 3.9% $170,298,465
MML INVESTORS SERVICES, LLC 0.84% 630,865 +47% 0.43% $161,785,373
PARK AVENUE SECURITIES LLC 0.7% 523,868 +15% 1% $134,342,000

Institutional Holders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,262,224 $824,458,837 +$33,799,857 $250.31 79
2025 Q3 65,117,845 $16,687,819,900 -$971,337,171 $256.45 966
2025 Q2 70,076,889 $16,832,476,525 +$1,418,125,515 $240.32 949
2025 Q1 64,635,536 $13,064,868,124 -$85,879,921 $202.13 870
2024 Q4 64,723,605 $13,395,482,614 +$3,396,721,897 $206.92 858
2024 Q3 47,241,156 $9,561,809,283 -$722,583,466 $202.76 702
2024 Q2 51,518,348 $10,023,397,704 -$7,285,914 $194.87 686
2024 Q1 51,150,334 $9,581,135,655 +$668,649,259 $187.35 679
2023 Q4 276,965 $43,452,985 -$3,118,631 $156.89 9
2023 Q3 50,950,049 $7,125,993,368 -$285,931,703 $139.70 605
2023 Q2 51,142,803 $7,371,597,573 -$728,253,803 $144.25 627
2023 Q1 56,278,888 $7,836,446,740 -$1,598,310,617 $139.04 680
2022 Q4 69,441,575 $10,109,093,360 +$2,238,086,555 $145.93 740
2022 Q3 50,432,251 $6,642,689,201 -$657,199,356 $131.18 594
2022 Q2 54,858,029 $7,486,585,049 +$197,350,128 $136.37 617
2022 Q1 55,424,186 $9,335,582,947 -$486,296,188 $168.27 657
2021 Q4 59,076,981 $10,701,514,517 -$1,269,041,350 $181.82 724
2021 Q3 61,794,016 $10,887,768,474 +$281,461,580 $175.60 639
2021 Q2 63,629,713 $11,026,858,538 +$229,777,608 $173.43 674
2021 Q1 61,178,388 $9,877,190,058 +$773,123,747 $160.86 674
2020 Q4 53,049,992 $8,581,496,288 -$388,597,060 $161.29 627
2020 Q3 57,685,748 $8,554,957,950 +$957,802,526 $147.40 512
2020 Q2 49,185,185 $6,441,130,372 -$66,524,009 $131.00 501
2020 Q1 46,297,516 $4,951,526,158 -$57,818,780 $106.48 482
2019 Q4 47,669,192 $5,993,795,345 -$1,015,073,358 $125.56 501
2019 Q3 54,810,970 $6,535,156,968 +$263,590,168 $119.25 463
2019 Q2 52,545,607 $6,241,364,866 +$759,301,654 $118.60 429
2019 Q1 44,006,458 $4,936,762,449 -$510,533,522 $112.18 391
2018 Q4 52,188,709 $5,239,656,377 -$351,962,359 $100.23 394
2018 Q3 51,179,340 $6,077,027,787 +$204,307,029 $119.00 366
2018 Q2 49,495,272 $5,432,596,723 +$714,917,357 $109.70 352
2018 Q1 45,085,628 $4,775,026,756 +$1,247,032,648 $105.92 323
2017 Q4 31,249,908 $3,226,526,125 +$310,248,319 $103.13 270
2017 Q3 27,357,337 $2,619,964,136 +$600,426,351 $95.68 196
2017 Q2 21,156,596 $1,881,433,112 +$196,483,691 $88.89 162
2017 Q1 18,681,112 $1,544,033,000 +$168,353,561 $82.65 138
2016 Q4 17,494,892 $1,327,415,583 +$96,857,292 $75.86 136
2016 Q3 16,234,646 $1,252,172,540 +$206,503,205 $77.37 133
2016 Q2 13,623,027 $1,040,743,392 +$57,000,583 $76.40 118
2016 Q1 12,811,640 $937,130,663 +$105,485,919 $73.10 103
2015 Q4 11,310,251 $827,934,000 +$116,103,464 $73.29 99
2015 Q3 9,268,251 $632,828,000 +$175,530,486 $68.21 73
2015 Q2 4,681,603 $334,554,342 +$34,884,322 $71.44 50
2015 Q1 4,128,652 $290,036,464 +$49,201,216 $70.30 42
2014 Q4 5,445,122 $370,599,726 +$63,081,841 $68.06 33
2014 Q3 4,499,317 $292,470,173 +$38,129,184 $64.87 29
2014 Q2 3,923,564 $248,209,728 +$33,311,357 $63.26 26
2014 Q1 3,397,865 $205,026,084 +$22,778,627 $60.34 22