Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 944 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
56,969
shares
|
$5.27 Million
2.03% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
56,949
shares
|
$5.27 Million
2.26% of portfolio
|
Q3 2023
Added 2.15%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
56,390
shares
|
$5.22 Million
0.95% of portfolio
|
Q3 2024
Reduced 66.31%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
56,133
shares
|
$5.19 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
55,679
shares
|
$5.15 Million
1.49% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
55,639
shares
|
$5.15 Million
0.66% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
55,155
shares
|
$5.1 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
54,873
shares
|
$5.08 Million
2.65% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
53,548
shares
|
$4.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
53,245
shares
|
$4.93 Million
0.13% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
53,153
shares
|
$4.92 Million
1.17% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
52,491
shares
|
$4.86 Million
3.01% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
52,055
shares
|
$4.82 Million
0.55% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
51,977
shares
|
$4.81 Million
0.65% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
51,500
shares
|
$4.77 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
51,275
shares
|
$4.74 Million
0.52% of portfolio
|
Q3 2024
Reduced 51.75%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
50,842
shares
|
$4.7 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
50,430
shares
|
$4.67 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
50,405
shares
|
$4.66 Million
0.2% of portfolio
|
Q3 2024
Added 50.53%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
50,131
shares
|
$4.64 Million
2.93% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
50,084
shares
|
$4.63 Million
1.59% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
50,052
shares
|
$4.63 Million
2.55% of portfolio
|
Q3 2024
Added 217517.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
49,829
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
49,117
shares
|
$4.54 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
48,796
shares
|
$4.52 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.29%
|