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

Historical Holders from Q1 2014 to Q3 2025

Symbol
MTUM
Type / Class
Equity / COMMON STOCK
Shares outstanding
75.2M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
65M
Holdings value
$16.6B
% of all portfolios
0.058%
Grand Portfolio weight change
-0.002%
Number of holders
962
Number of buys
489
Number of sells
-379
Average Value change %
+0%
Average buys %
+0.006%
Average sells %
-0.005%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares MSCI USA Momentum Factor ETF - COMMON STOCK (MTUM)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 5.4% $1.04B 4.06M FMR LLC 30 Sep 2025

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 65M $16.6B -$972M $256.45 962
2025 Q2 70.1M $16.8B +$1.42B $240.32 949
2025 Q1 64.6M $13.1B -$85.7M $202.13 873
2024 Q4 64.8M $13.4B +$3.41B $206.92 869
2024 Q3 47.2M $9.56B -$722M $202.76 699
2024 Q2 51.5M $10B -$42.2M $194.87 689
2024 Q1 51.4M $9.62B +$683M $187.35 675
2023 Q4 47.8M $7.49B -$532M $156.89 638
2023 Q3 51.3M $7.17B -$240M $139.70 618
2023 Q2 53.1M $7.65B -$571M $144.25 641
2023 Q1 56.6M $7.89B -$1.6B $139.04 692
2022 Q4 69.7M $10.1B +$2.24B $145.93 751
2022 Q3 54.1M $7.12B -$536M $131.18 602
2022 Q2 57.1M $7.79B +$164M $136.37 628
2022 Q1 55.9M $9.42B -$519M $168.27 669
2021 Q4 59.2M $10.7B -$1.27B $181.82 735
2021 Q3 63.5M $11.2B +$264M $175.60 646
2021 Q2 63.7M $11.1B +$249M $173.43 681
2021 Q1 62.8M $10.1B +$830M $160.86 677
2020 Q4 57.6M $9.31B -$353M $161.29 635
2020 Q3 57.7M $8.56B +$962M $147.40 517
2020 Q2 49.2M $6.45B -$51.1M $131.00 507
2020 Q1 50.4M $5.39B +$14M $106.48 490
2019 Q4 49.8M $6.26B -$977M $125.56 509
2019 Q3 56.2M $6.71B +$313M $119.25 467
2019 Q2 53.6M $6.36B +$838M $118.60 432
2019 Q1 46.2M $5.18B -$505M $112.18 395
2018 Q4 52.2M $5.24B -$340M $100.23 396
2018 Q3 53.7M $6.38B +$197M $119.00 369
2018 Q2 51.8M $5.68B +$761M $109.70 355
2018 Q1 45.1M $4.78B +$1.24B $105.92 326
2017 Q4 31.3M $3.23B +$312M $103.13 274
2017 Q3 27.4M $2.62B +$600M $95.68 198
2017 Q2 21.2M $1.88B +$199M $88.89 164
2017 Q1 18.8M $1.55B +$169M $82.65 140
2016 Q4 17.5M $1.33B +$88.5M $75.86 137
2016 Q3 16.2M $1.25B +$207M $77.37 133
2016 Q2 13.6M $1.04B +$57M $76.40 118
2016 Q1 12.8M $937M +$105M $73.10 103
2015 Q4 11.3M $828M +$116M $73.29 99
2015 Q3 9.27M $633M +$176M $68.21 73
2015 Q2 4.68M $335M +$34.9M $71.44 50
2015 Q1 4.13M $290M +$49.2M $70.29 43
2014 Q4 5.45M $371M +$63.1M $68.06 34
2014 Q3 4.5M $292M +$38.1M $64.87 30
2014 Q2 3.93M $248M +$33.3M $63.26 27
2014 Q1 3.4M $205M +$22.8M $60.34 22