iShares MSCI USA Momentum Factor ETF (MTUM)

Market Closed

16 Oct, 08:00 PM

BATS

293. 17

-8.37

-2.7758%

28.22B 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 (%)
Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC	2,930	$580,433.72	$874,517.1	$294,083.38	50.67%
DAVID REICHERT Atlatl Advisers LLC	821	$205,504.59	$242,145.74	$36,641.15	17.83%
Kelly Financial Services LLC Kelly Financial Services LLC	32,473	$7.51M	$9.64M	$2.13M	28.41%
Jade Eagles WEALTHGARDEN F.S. LLC	2,341	$802,692	$696,482.61	-$106,209.39	-13.23%
Michael Dziura Westfuller Advisors, LLC	91	$31,198	$26,795.86	-$4,402.14	-14.11%
Mark R. Satkoski Midwest Capital Advisors, LLC	24,450	$5.83M	$7.24M	$1.41M	24.25%
Bruce Barton Parkworth Wealth Management, Inc.	4	$828	$1,206.4	$378.4	45.7%
CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC	1,643	$339,970	$490,386.21	$150,416.21	44.24%
CCA City Center Advisors LLC City Center Advisors, LLC	636	$218,040	$199,137.95	-$18,902.05	-8.67%
DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC	25,522	$6.39M	$7.62M	$1.23M	19.21%
Kerri Hicken FULLCIRCLE WEALTH LLC	2,539	$561,426.06	$751,556.69	$190,130.63	33.87%
Kings Path Partners LLC Kings Path Partners LLC	192	$38,948.57	$56,778.24	$17,829.67	45.78%
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC	731	$250,474	$219,793.42	-$30,680.58	-12.25%
Andrew Bowers BridgePort Financial Solutions, LLC	3,775	$878,375.93	$1.12M	$238,344.57	27.13%
Carmen McClennon WR Wealth Planners, LLC	623	$116,778.45	$186,600.96	$69,822.51	59.79%
Nathan Edwards IMG Wealth Management, Inc.	665	$141,602.41	$196,075.25	$54,472.84	38.47%
BCI Blue Capital Inc. Blue Capital, Inc.	1,286	$324,248.09	$387,780.45	$63,532.36	19.59%
J. Derieck Hodges Anchor Pointe Wealth Management, LLC	4,620	$960,463	$1.38M	$419,392.4	43.67%
CW Cathleen Wrisberg Convergence Financial, LLC	104,086	$24.25M	$30.81M	$6.56M	27.08%
Ariadne Wealth Management Ariadne Wealth Management, LP	622	$213,240	$183,968.94	-$29,271.06	-13.73%

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