Latest Period
Q2 2026
Security Snapshot
iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM) Institutional Ownership
CUSIP: 46432F396
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
1,198
Shares (Excl. Options)
71,988,841
Price
$342.83
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- MTUM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 71,988,841
- Total 13F value
- $24,631,661,135
- Portfolio coverage rank
- 0.07%
- Share change
- +122,263
- Value change
- +$81,704,709
- Number of holders
- 1,198
- Shares outstanding
- 75,242,694
- SEC-reported price per share
- $298.77
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MTUM - iShares MSCI USA Momentum Factor ETF - COMMON STOCK is tracked under CUSIP 46432F396.
- 1198 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 1,057 to 1,198 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $17,595,820,733 to $24,631,661,135.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1198 institutions filings for Q2 2026.
Security key
46432F396
Latest holder period
Q2 2026
13F holders
1,198
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46432F396:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
MTUM
| 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 Jun 2026, 1,198 institutional investors reported holding 71,988,841 shares of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM). This represents 96% of the company’s total 75,242,694 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
65%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 11% | 8,117,410 | -3.2% | 3.4% | $2,782,891,724 |
| ENVESTNET ASSET MANAGEMENT INC | 10% | 7,899,452 | -6.8% | 0.64% | $2,708,167,782 |
| FMR LLC | 7.6% | 5,705,939 | +4.1% | 0.08% | $1,956,167,289 |
| RAYMOND JAMES FINANCIAL INC | 4.5% | 3,375,616 | +2.9% | 0.31% | $1,157,262,534 |
| LPL Financial LLC | 4.5% | 3,371,900 | +0.16% | 0.26% | $1,155,988,416 |
| MORGAN STANLEY | 3.6% | 2,708,782 | -12% | 0.05% | $928,652,424 |
| Blue Trust, Inc. | 1.9% | 1,409,680 | +11% | 5.1% | $483,280,614 |
| AMERIPRISE FINANCIAL INC | 1.8% | 1,333,850 | -2.5% | 0.09% | $457,933,745 |
| BANK OF AMERICA CORP /DE/ | 1.8% | 1,319,411 | +13% | 0.03% | $452,333,746 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1.7% | 1,301,990 | -2.8% | 2% | $446,361,232 |
| BlackRock, Inc. | 1.7% | 1,252,332 | -23% | 0.01% | $429,336,688 |
| ASSETMARK, INC | 1.5% | 1,140,605 | -2.9% | 0.67% | $391,033,708 |
| Cerity Partners LLC | 1.5% | 1,099,673 | -7% | 0.46% | $377,001,266 |
| WELLS FARGO & COMPANY/MN | 1.4% | 1,086,149 | +29% | 0.06% | $372,364,412 |
| JPMORGAN CHASE & CO | 1.3% | 1,003,960 | -12% | 0.02% | $337,330,761 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.2% | 931,613 | -3% | 4.7% | $319,384,720 |
| MML INVESTORS SERVICES, LLC | 1.1% | 830,205 | +33% | 0.58% | $284,619,344 |
| UBS Group AG | 0.92% | 691,900 | -2.3% | 0.04% | $237,204,076 |
| Orgel Wealth Management, LLC | 0.89% | 672,724 | -1.6% | 4.4% | $230,630,047 |
| PARK AVENUE SECURITIES LLC | 0.85% | 639,938 | -11% | 1.4% | $219,390,000 |
| CITIGROUP INC | 0.85% | 637,867 | +152% | 0.1% | $218,679,903 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.81% | 607,622 | -1.1% | 0.33% | $195,514,596 |
| Cetera Investment Advisers | 0.79% | 595,918 | -2.6% | 0.19% | $204,298,560 |
| Envestnet Portfolio Solutions, Inc. | 0.73% | 548,612 | -22% | 0.9% | $188,080,803 |
| Janney Montgomery Scott LLC | 0.66% | 499,697 | -17% | 0.33% | $171,311,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 71,988,841 | $24,631,661,135 | +$81,704,709 | $342.83 | 1,198 |
| 2026 Q1 | 73,270,276 | $17,595,820,733 | +$315,745,648 | $239.99 | 1,057 |
| 2025 Q4 | 72,352,570 | $18,121,955,170 | +$1,671,630,178 | $250.31 | 1,047 |
| 2025 Q3 | 65,354,761 | $16,748,579,265 | -$949,458,168 | $256.45 | 975 |
| 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 |