Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
75,242,694
-
Total 13F shares
-
6,740,202
-
Share change
-
+304,324
-
Total reported value
-
$1,695,280,309
-
Price per share
-
$250.31
-
Number of holders
-
159
-
Value change
-
+$75,440,028
-
Number of buys
-
88
-
Number of sells
-
60
Institutional Holders of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) as of Q4 2025
As of 31 Dec 2025,
iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) was held by
159 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,740,202 shares.
The largest 10 holders included
Blue Trust, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, PARK AVENUE SECURITIES LLC, Orgel Wealth Management, LLC, Foster Group, Inc., Kathmere Capital Management, LLC, Acropolis Investment Management, LLC, Stonehearth Capital Management, LLC, and Meredith Wealth Planning.
This page lists
159
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.