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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
8,436
shares
|
$789,609
0.17% of portfolio
|
Q3 2024
Added 42.0%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,370
shares
|
$783,432
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,321
shares
|
$778,845
0.06% of portfolio
|
Q3 2024
Added 142.1%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,287
shares
|
$775,663
0.04% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
8,269
shares
|
$773,978
0.1% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
8,217
shares
|
$769,111
0.19% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
8,188
shares
|
$766,396
0.23% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
8,100
shares
|
$758,160
0.02% of portfolio
|
Q3 2021
Added 107.69%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,075
shares
|
$755,820
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,072
shares
|
$755,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
8,065
shares
|
$754,884
0.35% of portfolio
|
Q3 2024
Added 29.72%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,010
shares
|
$749,736
0.0% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,963
shares
|
$745,336
0.02% of portfolio
|
Q3 2024
Reduced 54.89%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
7,930
shares
|
$742,248
0.56% of portfolio
|
Q3 2024
Reduced 89.19%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
7,896
shares
|
$739,065
0.1% of portfolio
|
Q3 2024
Added 16.17%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
7,881
shares
|
$737,661
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
7,875
shares
|
$737,100
0.07% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
7,874
shares
|
$737,006
0.41% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
7,800
shares
|
$730,080
0.23% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,788
shares
|
$728,956
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,787
shares
|
$728,863
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
7,658
shares
|
$716,788
0.3% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
7,636
shares
|
$714,729
0.1% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
7,632
shares
|
$714,355
0.06% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,570
shares
|
$708,552
0.07% of portfolio
|
Q4 2022
Added 8.08%
|