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 |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
9,897
shares
|
$926,359
0.35% of portfolio
|
Q3 2024
Added 36.91%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
9,850
shares
|
$921,960
0.56% of portfolio
|
Q3 2024
Added 30.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,719
shares
|
$909,698
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
9,702
shares
|
$908,107
0.27% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
9,652
shares
|
$903,427
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
9,637
shares
|
$902,023
0.12% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
9,544
shares
|
$893,318
0.01% of portfolio
|
Q3 2024
Reduced 94.69%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
9,493
shares
|
$888,544
0.29% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
9,471
shares
|
$886,485
0.31% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
9,420
shares
|
$881,712
0.72% of portfolio
|
Q2 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
9,358
shares
|
$875,908
0.73% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,274
shares
|
$868,046
0.05% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
9,239
shares
|
$864,770
0.65% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,195
shares
|
$860,652
0.14% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,041
shares
|
$846,237
0.06% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
8,924
shares
|
$835,286
0.23% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
8,882
shares
|
$831,355
0.01% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
8,871
shares
|
$830,325
0.21% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
8,781
shares
|
$821,901
0.05% of portfolio
|
Q3 2024
Reduced 30.93%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
8,765
shares
|
$820,404
0.01% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,733
shares
|
$817,408
0.06% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
8,732
shares
|
$817,315
0.2% of portfolio
|
Q3 2024
Added 24.65%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,717
shares
|
$815,911
0.19% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
8,655
shares
|
$810,108
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
8,485
shares
|
$794,196
0.03% of portfolio
|
Q3 2024
Added 12.16%
|