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 |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
17,233
shares
|
$1.59 Million
0.85% of portfolio
|
Q3 2024
Added 26.43%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
17,196
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
17,156
shares
|
$1.59 Million
0.76% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
17,133
shares
|
$1.59 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
17,079
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
16,894
shares
|
$1.56 Million
0.28% of portfolio
|
Q3 2024
Reduced 15.25%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,594
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2022
Added 568.84%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
16,487
shares
|
$1.53 Million
0.51% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
16,113
shares
|
$1.49 Million
0.2% of portfolio
|
Q3 2024
Added 96.67%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
16,078
shares
|
$1.49 Million
0.44% of portfolio
|
Q4 2020
Reduced 18.4%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,030
shares
|
$1.48 Million
0.89% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
16,005
shares
|
$1.48 Million
0.27% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
15,966
shares
|
$1.48 Million
0.91% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,744
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,727
shares
|
$1.46 Million
0.53% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
15,570
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
15,494
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
15,326
shares
|
$1.42 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,206
shares
|
$1.41 Million
0.11% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
15,119
shares
|
$1.4 Million
0.29% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
15,063
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
15,019
shares
|
$1.39 Million
0.76% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
14,799
shares
|
$1.37 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
14,695
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
14,681
shares
|
$1.36 Million
0.26% of portfolio
|
Q3 2024
Added 3.36%
|