iSHARES TRUST - MTUM
Sector:
Funds
· Industry:
ETF / Fund
Website:
No information yet
· Social:
No information yet
Company profile
Powered by TradingView
Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$18.19B
QoQ value delta ($000)
+$1.311B
(+7.77%)
Implied price effect (QoQ)
-3.62%
Shares
Total shares
73,798,718
QoQ shares delta
+7,795,165
(+11.81%)
Total shares held by funds (by quarter)
Market chart (MTUM)
Powered by TradingView
Interactive chart by
TradingView.
Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 7 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1,973,270 | 7,883,307 | 0.59% |
| MERCER GLOBAL ADVISORS INC /ADV | 1,958,649 | 7,824,890 | 2.99% |
| FMR LLC | 1,190,792 | 4,757,272 | 0.06% |
| LPL Financial LLC | 823,984 | 3,291,857 | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 804,990 | 3,215,974 | 0.25% |
| MORGAN STANLEY | 714,540 | 2,854,620 | 0.04% |
| BlackRock, Inc. | 399,605 | 1,596,442 | 0.01% |
| ASSETMARK, INC | 376,067 | 1,502,409 | 0.77% |
| AMERIPRISE FINANCIAL INC | 344,130 | 1,375,417 | 0.08% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 322,221 | 1,287,290 | 1.57% |
| BANK OF AMERICA CORP /DE/ | 315,094 | 1,258,817 | 0.02% |
| Blue Trust, Inc. | 310,982 | 1,242,390 | 3.51% |
| Cerity Partners LLC | 289,447 | 1,156,354 | 0.42% |
| JPMORGAN CHASE & CO | 288,128 | 1,151,084 | 0.02% |
| CWM, LLC | 285,710 | 1,141,425 | 0.77% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 253,416 | 981,507 | 0.34% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 243,846 | 974,177 | 4.34% |
| Corient Private Wealth LLC | 223,181 | 891,619 | 0.3% |
| WELLS FARGO & COMPANY/MN | 211,428 | 844,667 | 0.04% |
| UBS Group AG | 193,628 | 773,553 | 0.03% |
| Envestnet Portfolio Solutions, Inc. | 180,483 | 721,042 | 0.63% |
| PARK AVENUE SECURITIES LLC | 177,976 | 711,023 | 1.51% |
| MML INVESTORS SERVICES, LLC | 173,827 | 694,449 | 0.42% |
| Orgel Wealth Management, LLC | 169,324 | 676,461 | 3.74% |
| Cetera Investment Advisers | 152,010 | 607,290 | 0.17% |