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
$261.12
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
71,078,125
Total reported value
$17,802,916,040
% of total 13F portfolios
0.05%
Share change
+5,616,431
Value change
+$1,401,868,023
Number of holders
1,011
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 31 Dec 2025, 1,011 institutional investors reported holding 71,078,125 shares of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM). This represents 94% 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 65% 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
ENVESTNET ASSET MANAGEMENT INC 10% 7,883,307 +27% 0.59% $1,973,270,692
MERCER GLOBAL ADVISORS INC /ADV 10% 7,824,890 +3% 3% $1,958,649,074
FMR LLC 6.3% 4,757,272 +17% 0.06% $1,190,792,689
LPL Financial LLC 4.4% 3,291,857 +25% 0.23% $823,984,658
RAYMOND JAMES FINANCIAL INC 4.3% 3,215,974 +5% 0.25% $804,990,220
MORGAN STANLEY 3.8% 2,854,619 -12% 0.04% $714,540,014
BlackRock, Inc. 2.1% 1,596,442 +27% 0.01% $399,605,418
ASSETMARK, INC 2% 1,502,409 +2.5% 0.77% $376,067,972
AMERIPRISE FINANCIAL INC 1.8% 1,375,417 +4% 0.08% $344,130,325
STATE OF MICHIGAN RETIREMENT SYSTEM 1.7% 1,287,290 +5.2% 1.6% $322,221,560
BANK OF AMERICA CORP /DE/ 1.7% 1,258,817 +1.6% 0.02% $315,094,593
Blue Trust, Inc. 1.7% 1,242,390 +9.6% 3.5% $310,982,549
Cerity Partners LLC 1.5% 1,156,354 +0.38% 0.42% $289,447,256
JPMORGAN CHASE & CO 1.5% 1,151,084 +32% 0.02% $288,128,220
CWM, LLC 1.5% 1,141,425 +25% 0.77% $285,710,000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.3% 981,507 -2% 0.34% $253,416,494
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.3% 974,177 -5.5% 4.4% $243,846,154
WELLS FARGO & COMPANY/MN 1.1% 844,667 -2.4% 0.04% $211,428,563
UBS Group AG 1% 773,553 +2% 0.04% $193,628,052
Envestnet Portfolio Solutions, Inc. 0.96% 721,042 +55% 0.63% $180,483,905
PARK AVENUE SECURITIES LLC 0.94% 711,023 +36% 1.5% $177,976,000
MML INVESTORS SERVICES, LLC 0.92% 694,449 +10% 0.42% $173,827,536
Orgel Wealth Management, LLC 0.9% 676,461 +1.9% 3.7% $169,324,907
Cetera Investment Advisers 0.81% 607,290 +25% 0.17% $152,010,912
Janney Montgomery Scott LLC 0.76% 572,521 +37% 0.33% $143,308,000

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 71,078,125 $17,802,916,040 +$1,401,868,023 $250.31 1,011
2025 Q3 65,364,293 $16,751,023,776 -$949,610,758 $256.45 974
2025 Q2 70,076,889 $16,832,476,525 +$1,418,125,502 $240.32 949
2025 Q1 64,640,877 $13,065,947,731 -$85,697,384 $202.13 873
2024 Q4 64,834,644 $13,419,028,586 +$3,409,472,581 $206.92 869
2024 Q3 47,247,138 $9,563,022,088 -$722,495,050 $202.76 699
2024 Q2 51,528,883 $10,025,450,945 -$42,232,115 $194.87 689
2024 Q1 51,375,914 $9,623,398,565 +$683,364,360 $187.35 675
2023 Q4 47,847,890 $7,494,276,876 -$531,567,239 $156.89 638
2023 Q3 51,256,108 $7,168,750,593 -$240,093,222 $139.70 618
2023 Q2 53,092,017 $7,652,746,147 -$570,727,183 $144.25 641
2023 Q1 56,633,324 $7,885,778,078 -$1,602,582,930 $139.04 692
2022 Q4 69,708,497 $10,148,045,431 +$2,244,680,588 $145.93 751
2022 Q3 54,101,967 $7,124,084,276 -$536,173,581 $131.18 602
2022 Q2 57,086,212 $7,790,442,512 +$163,755,145 $136.37 628
2022 Q1 55,903,683 $9,416,283,335 -$519,386,937 $168.27 669
2021 Q4 59,244,528 $10,731,983,430 -$1,274,308,729 $181.82 735
2021 Q3 63,541,056 $11,193,202,057 +$264,383,070 $175.60 646
2021 Q2 63,746,393 $11,050,215,128 +$249,179,384 $173.43 681
2021 Q1 62,777,301 $10,136,167,533 +$830,151,027 $160.86 677
2020 Q4 57,557,651 $9,308,538,604 -$352,639,320 $161.29 635
2020 Q3 57,723,306 $8,560,398,493 +$962,312,653 $147.40 517
2020 Q2 49,244,945 $6,448,958,958 -$51,086,542 $131.00 507
2020 Q1 50,369,743 $5,385,279,686 +$14,012,223 $106.48 490
2019 Q4 49,794,300 $6,260,625,728 -$977,110,061 $125.56 509
2019 Q3 56,243,925 $6,706,481,306 +$312,854,198 $119.25 467
2019 Q2 53,574,276 $6,363,384,217 +$838,120,084 $118.60 432
2019 Q1 46,220,108 $5,183,676,275 -$505,269,585 $112.18 395
2018 Q4 52,200,662 $5,240,854,426 -$340,475,780 $100.23 396
2018 Q3 53,712,572 $6,378,442,564 +$196,969,307 $119.00 369
2018 Q2 51,787,308 $5,684,034,946 +$760,598,065 $109.70 355
2018 Q1 45,098,332 $4,776,367,432 +$1,241,873,852 $105.92 326
2017 Q4 31,288,448 $3,230,481,690 +$312,211,574 $103.13 274
2017 Q3 27,369,015 $2,621,081,487 +$600,386,160 $95.68 198
2017 Q2 21,168,694 $1,882,508,503 +$198,812,629 $88.89 164
2017 Q1 18,763,665 $1,550,856,473 +$168,862,131 $82.65 140
2016 Q4 17,510,532 $1,328,602,033 +$88,544,287 $75.86 137
2016 Q3 16,234,646 $1,252,176,540 +$206,503,163 $77.37 133
2016 Q2 13,623,027 $1,040,743,392 +$57,012,614 $76.40 118
2016 Q1 12,811,640 $937,130,663 +$105,249,904 $73.10 103
2015 Q4 11,310,251 $827,934,000 +$116,343,478 $73.29 99
2015 Q3 9,268,251 $632,828,000 +$175,530,438 $68.21 73
2015 Q2 4,681,603 $334,554,342 +$34,931,312 $71.44 50
2015 Q1 4,133,203 $290,039,663 +$49,201,224 $70.29 43
2014 Q4 5,449,239 $370,602,528 +$63,081,826 $68.06 34
2014 Q3 4,503,439 $292,472,846 +$38,129,186 $64.87 30
2014 Q2 3,927,192 $248,212,023 +$33,311,363 $63.26 27
2014 Q1 3,397,865 $205,026,084 +$22,778,618 $60.34 22