Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 944 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 $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
279,918
shares
|
$25.8 Million
3.38% of portfolio
|
Q3 2024
Added 162.01%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
270,140
shares
|
$24.9 Million
0.26% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
269,706
shares
|
$24.9 Million
3.45% of portfolio
|
Q3 2024
Added 565.37%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
267,216
shares
|
$24.7 Million
0.04% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
265,140
shares
|
$24.5 Million
1.55% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
263,386
shares
|
$24.3 Million
2.59% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
256,687
shares
|
$23.7 Million
0.68% of portfolio
|
Q1 2023
Added 24.54%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
249,363
shares
|
$23 Million
1.03% of portfolio
|
Q3 2024
Added 265.89%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
242,279
shares
|
$22.4 Million
3.51% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
237,341
shares
|
$21.9 Million
2.14% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Parnassus Investments, LLC
|
Nov 08, 2024 Q3 2024 |
232,752
shares
|
$21.5 Million
0.05% of portfolio
|
Q4 2023
Added 55.36%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
228,180
shares
|
$21.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
227,133
shares
|
$21 Million
0.03% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
226,830
shares
|
$20.9 Million
4.06% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
226,102
shares
|
$20.9 Million
1.85% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
226,101
shares
|
$20.9 Million
0.28% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,563
shares
|
$20.7 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
223,782
shares
|
$20.7 Million
3.35% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
218,132
shares
|
$20.1 Million
1.83% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
215,409
shares
|
$19.9 Million
3.25% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
213,600
shares
|
$19.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
212,009
shares
|
$19.6 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Park Avenue Institutional Advisers LLC
|
Nov 04, 2024 Q3 2024 |
208,915
shares
|
$19.3 Million
37.31% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,202
shares
|
$19.2 Million
0.12% of portfolio
|
Q2 2023
Reduced 24.59%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
205,588
shares
|
$19 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.38%
|