Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 896 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
237,239
shares
|
$21.6 Million
1.45% of portfolio
|
Q1 2024
Added 2.95%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
236,405
shares
|
$21.5 Million
0.09% of portfolio
|
Q1 2024
Added 15.03%
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 19, 2024 Q1 2024 |
236,152
shares
|
$21.5 Million
3.46% of portfolio
|
Q1 2024
Added 2.64%
|
|
West Coast Financial LLC
|
Apr 12, 2024 Q1 2024 |
235,767
shares
|
$21.5 Million
2.64% of portfolio
|
Q1 2024
Added 18.72%
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
233,120
shares
|
$21.2 Million
2.21% of portfolio
|
Q1 2024
Added 25.47%
|
|
Parnassus Investments, LLC
|
May 09, 2024 Q1 2024 |
232,752
shares
|
$21.2 Million
0.05% of portfolio
|
Q4 2023
Added 55.36%
|
|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
226,237
shares
|
$20.6 Million
4.37% of portfolio
|
Q1 2024
Added 2.1%
|
|
Rational Advisors LLC
Huntington, NY |
Apr 23, 2024 Q1 2024 |
225,492
shares
|
$20.5 Million
2.12% of portfolio
|
Q1 2024
Added 92.21%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,563
shares
|
$20.4 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
222,414
shares
|
$20.2 Million
2.58% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
216,882
shares
|
$19.7 Million
1.99% of portfolio
|
Q1 2024
Added 3.11%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
215,417
shares
|
$19.6 Million
0.4% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,202
shares
|
$18.9 Million
0.12% of portfolio
|
Q2 2023
Reduced 24.59%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
206,082
shares
|
$18.8 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
F Dx Advisors, Inc.
|
May 03, 2024 Q1 2024 |
201,035
shares
|
$18.3 Million
2.82% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
200,919
shares
|
$18.3 Million
0.28% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 09, 2024 Q1 2024 |
200,000
shares
|
$18.2 Million
11.52% of portfolio
|
Q1 2024
New holding
|
|
Eagle Ridge Investment Management
|
Apr 18, 2024 Q1 2024 |
198,442
shares
|
$18.1 Million
1.69% of portfolio
|
Q1 2024
Added 1.35%
|
|
Parkside Investments, LLC
|
Apr 12, 2024 Q1 2024 |
198,325
shares
|
$18 Million
2.93% of portfolio
|
Q1 2024
Added 133.17%
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
197,700
shares
|
$18 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
Advocacy Wealth Management Services, LLC
|
Apr 15, 2024 Q1 2024 |
194,484
shares
|
$17.7 Million
1.68% of portfolio
|
Q1 2024
Added 39.07%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
193,491
shares
|
$17.6 Million
0.26% of portfolio
|
Q1 2024
Added 0.25%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
190,883
shares
|
$17.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
189,598
shares
|
$17.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.66%
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 10, 2024 Q1 2024 |
188,686
shares
|
$17.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 41.51%
|