iShares Trust - iShares MSCI USA Momentum Factor ETF
US ˙ BATS ˙ US46432F3964

SecurityMTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
InstitutionAtlas Brown,Inc.
Latest Disclosed Ownership2,549 shares
Latest Disclosed Value $ 611,691
Atlas Brown,Inc. reports 6.16% increase in ownership of MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF

On April 17, 2026 - Atlas Brown,Inc. filed a 13F-HR form disclosing ownership of 2,549 shares of iShares Trust - iShares MSCI USA Momentum Factor ETF (US:MTUM) valued at $611,735 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,401 shares of iShares Trust - iShares MSCI USA Momentum Factor ETF. This represents a change in shares of 6.16% during the quarter. The current value of the position is $830,643 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,549 148 6.16 612 1.83 0.1828
2026-01-09 2025-12-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,401 144 6.38 601 3.81 0.1786
2025-10-17 2025-09-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,257 16 0.71 579 7.43 0.1711
2025-07-08 2025-06-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,241 18 0.81 539 19.82 0.1729
2025-04-08 2025-03-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,223 219 10.93 449 8.45 0.1577
2025-01-10 2024-12-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,004 32 1.62 415 3.76 0.1418
2024-10-18 2024-09-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 1,972 -76 -3.71 400 0.00 0.1385
2024-07-23 2024-06-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,048 44 2.20 399 6.40 0.1431
2024-04-08 2024-03-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,004 0 0.00 375 19.43 0.1366
2024-01-18 2023-12-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,004 7 0.35 314 12.54 0.1303
2023-10-17 2023-09-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 1,997 0 0.00 279 -3.12 0.1273
2023-07-18 2023-06-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 1,997 5 0.25 288 3.97 0.1267
2023-04-21 2023-03-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 1,992 7 0.35 277 -4.15 0.1277
2023-01-05 2022-12-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 1,985 7 0.35 290 11.15 0.1424
2022-10-06 2022-09-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 1,978 -588 -22.92 260 -25.71 0.1325
2022-07-15 2022-06-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,566 -1,679 -39.55 350 -50.98 0.1654
2022-04-14 2022-03-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 4,245 -56 -1.30 714 -8.70 0.2912
2022-01-18 2021-12-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 4,301 -86 -1.96 782 1.56 0.3030
2021-10-14 2021-09-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 4,387 63 1.46 770 2.67 0.3347
2021-07-19 2021-06-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 4,324 -24 -0.55 750 7.30 0.3242
2021-04-13 2021-03-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 4,348 283 6.96 699 6.55 0.3312
2021-01-19 2020-12-31 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 4,065 121 3.07 656 12.91 0.3392
2020-10-15 2020-09-30 13F ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3,944 4 0.10 581 12.60 0.3437
2020-07-21 2020-06-30 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3,940 87 2.26 516 25.85 0.3273
2020-04-16 2020-03-31 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3,853 51 1.34 410 -14.05 0.3204
2020-01-14 2019-12-31 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3,802 -11 -0.29 477 4.84 0.2983
2019-10-29 2019-09-30 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3,813 134 3.64 455 4.36 0.3249
2019-07-24 2019-06-30 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3,679 784 27.08 436 34.15 0.3013
2019-04-12 2019-03-31 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,895 329 12.82 325 26.46 0.2302
2019-01-28 2018-12-31 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,566 150 6.21 257 -10.76 0.1982
2018-10-26 2018-09-30 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,416 245 11.29 288 18.03 0.1769
2018-07-11 2018-06-30 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,171 2,171 244 0.0569
2018-04-17 2018-03-31 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 0 -2,221 -100.00 0 -100.00
2018-01-25 2017-12-31 13F ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 2,221 2,221 248 0.0443
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.