iSHARES TRUST - MTUM

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$17.87B
QoQ value delta ($000)
-$337.6M (-1.85%)
Implied price effect (QoQ)
-2.57%
Shares
Total shares
74,408,395
QoQ shares delta
+543,520 (+0.74%)
Total shares held by funds (by quarter)

Market chart (MTUM)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 1044 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
ENVESTNET ASSET MANAGEMENT INC 2,033,019 8,471,268 0.54%
MERCER GLOBAL ADVISORS INC /ADV 2,013,245 8,388,874 2.98%
FMR LLC 1,315,976 5,483,464 0.07%
LPL Financial LLC 807,895 3,366,370 0.21%
RAYMOND JAMES FINANCIAL INC 787,422 3,281,064 0.24%
MORGAN STANLEY 739,654 3,082,019 0.04%
BlackRock, Inc. 389,640 1,623,570 0.01%
AMERIPRISE FINANCIAL INC 328,183 1,367,576 0.08%
STATE OF MICHIGAN RETIREMENT SYSTEM 321,608 1,340,090 1.7%
Blue Trust, Inc. 305,978 1,274,963 3.5%
Cerity Partners LLC 283,927 1,183,078 0.4%
ASSETMARK, INC 281,808 1,174,251 0.57%
BANK OF AMERICA CORP /DE/ 280,701 1,169,637 0.02%
CWM, LLC 275,764 1,149,067 0.72%
JPMORGAN CHASE & CO 264,026 1,144,110 0.02%
Corient Private Wealth LLC 233,607 974,018 0.33%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 230,486 960,399 3.98%
WELLS FARGO & COMPANY/MN 202,807 845,066 0.04%
PARK AVENUE SECURITIES LLC 173,389 722,484 1.35%
UBS Group AG 170,719 711,360 0.03%
Envestnet Portfolio Solutions, Inc. 169,522 706,374 0.94%
Orgel Wealth Management, LLC 164,080 683,699 3.54%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 151,015 614,259 0.31%
MML INVESTORS SERVICES, LLC 150,235 626,007 0.42%
Cetera Investment Advisers 146,766 611,551 0.16%