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 $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
28,381
shares
|
$2.62 Million
0.07% of portfolio
|
Q3 2024
Added 390.85%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
28,233
shares
|
$2.61 Million
1.8% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
27,888
shares
|
$2.58 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
27,665
shares
|
$2.55 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
27,651
shares
|
$2.55 Million
0.08% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,553
shares
|
$2.54 Million
2.29% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
27,207
shares
|
$2.51 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
26,938
shares
|
$2.49 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,614
shares
|
$2.46 Million
0.1% of portfolio
|
Q3 2022
Added 8.25%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
26,228
shares
|
$2.42 Million
1.19% of portfolio
|
Q3 2024
Reduced 30.29%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
26,103
shares
|
$2.41 Million
0.19% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
25,816
shares
|
$2.38 Million
1.74% of portfolio
|
Q3 2024
Added 73.59%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
25,766
shares
|
$2.38 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
25,485
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
25,455
shares
|
$2.35 Million
0.7% of portfolio
|
Q2 2023
Reduced 1.15%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
25,172
shares
|
$2.32 Million
1.01% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
25,085
shares
|
$2.32 Million
1.29% of portfolio
|
Q3 2024
Reduced 42.1%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
24,954
shares
|
$2.3 Million
0.42% of portfolio
|
Q1 2024
Reduced 37.09%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
24,860
shares
|
$2.3 Million
0.23% of portfolio
|
Q2 2024
Added 111.04%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
24,696
shares
|
$2.28 Million
0.14% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
24,579
shares
|
$2.27 Million
1.7% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
24,430
shares
|
$2.26 Million
0.14% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
24,235
shares
|
$2.24 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
24,144
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
24,062
shares
|
$2.22 Million
0.92% of portfolio
|
Q3 2024
Added 5.6%
|