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 $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
2,969
shares
|
$278,878
0.02% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,967
shares
|
$278,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,945
shares
|
$276,623
0.01% of portfolio
|
Q3 2024
Reduced 95.33%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$276,435
0.3% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
2,938
shares
|
$275,966
0.25% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,931
shares
|
$275,308
0.01% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,918
shares
|
$274,087
0.06% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,899
shares
|
$272,303
0.0% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,892
shares
|
$271,645
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Moneda S.A. Administradora General De Fondos
|
Nov 04, 2024 Q3 2024 |
2,873
shares
|
$269,860
0.23% of portfolio
|
Q3 2024
Reduced 64.43%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,858
shares
|
$268,451
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,793
shares
|
$262,346
0.02% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
2,742
shares
|
$257,556
0.03% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,713
shares
|
$254,832
0.06% of portfolio
|
Q2 2024
Reduced 53.98%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
2,711
shares
|
$254,644
0.15% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
2,657
shares
|
$249,572
0.02% of portfolio
|
Q2 2024
Added 11.87%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
2,638
shares
|
$247,787
0.08% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,636
shares
|
$247,599
0.0% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
2,606
shares
|
$244,781
0.04% of portfolio
|
Q3 2024
Reduced 61.28%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,583
shares
|
$242,621
0.35% of portfolio
|
Q4 2022
Added 66.75%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,580
shares
|
$242,339
0.27% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$242,151
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
2,571
shares
|
$241,494
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$237,267
0.0% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$235,952
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|