iShares MSCI USA Momentum Factor ETF (MTUM)

Market Closed

16 Oct, 08:00 PM

BATS

293. 17

-8.37

-2.7758%

30.81B Market Cap

0.79% Div Yield

1.1M Volume

$ 301.54

Previous Close

Investors:

TJD

+396

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Day Range

292.78 300.1

Year Range

229.42 345.59

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Upcoming MTUM split of 4:1 in 18 days (5 Nov 2026)

iShares MSCI USA Momentum Factor ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Christopher C. Powers Farther Finance Advisors, LLC	18,568	$4.45M	$5.66M	$1.21M	27.08%
James Eric Maxwell Maxwell Wealth Strategies Inc.	9,688	$2M	$2.92M	$918,422.36	45.81%
Christine C. Devocelle University of Illinois Foundation	29,170	$10M	$8.58M	-$1.42M	-14.25%
Kevin Orr Centennial Bank/AR/	94	$32,226	$27,818.36	-$4,407.64	-13.68%
Jon Greer GSG Advisors LLC	3,705	$523,952.01	$1.1M	$579,285.84	110.56%
SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC.	2,088	$539,967.37	$622,954.8	$82,987.43	15.37%
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc.	13,900	$3.18M	$4.11M	$933,317	29.38%
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION	1,000	$342,830	$295,940	-$46,890	-13.68%
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc.	548,612	$124.65M	$165.47M	$40.81M	32.74%
MICHAEL DE LUZ Williams & Novak, LLC	1,827	$579,780	$544,025.79	-$35,754.21	-6.17%
Kevin Bresler TD Waterhouse Canada Inc.	267	$68,126.18	$78,276.39	$10,150.21	14.9%
Courtney Haddad Concurrent Investment Advisors, LLC	41,434	$11.27M	$12.15M	$874,236.65	7.76%
Charles Corkery PUREfi Wealth, LLC	591	$202,613	$174,965.55	-$27,647.45	-13.65%
James Rankin Modern Wealth Management, LLC	28,194	$6.83M	$8.45M	$1.62M	23.68%
Joseph C. Gissy Tactive Advisors, LLC	24,821	$8.36M	$7.35M	-$1.01M	-12.08%
Menachem Striks Morton Capital Management LLC/CA	598	$205,013	$177,821.28	-$27,191.72	-13.26%
Scott L. Comeau BCU Wealth Advisors, LLC	3,029	$758,422.2	$888,011.93	$129,589.73	17.09%
Amir Har-El Savvy Advisors, Inc.	113,097	$27.43M	$33.79M	$6.36M	23.18%
Owen McCabe Tyche Wealth Partners LLC	2,791	$553,843.88	$825,968.54	$272,124.66	49.13%
United Advisor Group LLC United Advisor Group, LLC	3,850	$982,118.44	$1.13M	$151,629.56	15.44%

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