Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 945 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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
11,684
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,569
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
11,490
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,441
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2023
Reduced 13.93%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
11,416
shares
|
$1.07 Million
2.06% of portfolio
|
Q2 2024
Added 13.17%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
11,391
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
11,307
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 86.39%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
11,205
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
11,200
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 45.36%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
11,057
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
11,055
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
11,048
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 54.65%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,929
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 167.15%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,777
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
10,756
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.82%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,701
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 51.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
10,527
shares
|
$985,327
0.09% of portfolio
|
Q3 2024
Reduced 18.16%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
10,513
shares
|
$984,016
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,513
shares
|
$984,016
0.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
10,495
shares
|
$982,331
0.24% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,425
shares
|
$975,779
0.0% of portfolio
|
Q3 2024
Added 42.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
10,410
shares
|
$974,375
0.09% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
10,253
shares
|
$959,680
0.73% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
10,086
shares
|
$944,049
2.2% of portfolio
|
Q3 2024
Reduced 40.52%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$936,000
0.0% of portfolio
|
Q3 2024
New holding
|