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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,410
shares
|
$599,976
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
6,337
shares
|
$593,143
0.48% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
6,199
shares
|
$580,226
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
6,195
shares
|
$579,852
0.04% of portfolio
|
Q3 2023
Added 1.99%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
6,190
shares
|
$579,384
0.02% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
6,185
shares
|
$578,916
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,173
shares
|
$577,792
0.22% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,156
shares
|
$576,201
0.05% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,116
shares
|
$572,457
0.01% of portfolio
|
Q3 2024
Added 176.49%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
6,103
shares
|
$571,240
0.22% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,075
shares
|
$568,620
0.07% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,040
shares
|
$565,344
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
6,030
shares
|
$564,408
0.37% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,010
shares
|
$562,536
0.03% of portfolio
|
Q3 2024
Added 87.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
5,935
shares
|
$555,516
0.0% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
5,923
shares
|
$554,392
0.37% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,917
shares
|
$553,831
0.02% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,824
shares
|
$545,126
0.01% of portfolio
|
Q3 2024
Reduced 87.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,786
shares
|
$541,569
0.16% of portfolio
|
Q2 2022
Reduced 8.95%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
5,766
shares
|
$539,697
0.05% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
5,750
shares
|
$538,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
5,743
shares
|
$537,544
0.2% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
5,720
shares
|
$535,392
0.11% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
5,660
shares
|
$529,776
0.4% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
5,588
shares
|
$523,036
0.0% of portfolio
|
Q3 2024
Added 9.89%
|