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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
151,344
shares
|
$14 Million
0.4% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
151,110
shares
|
$14 Million
0.33% of portfolio
|
Q3 2024
Reduced 24.1%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
149,964
shares
|
$13.8 Million
1.71% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
149,479
shares
|
$13.8 Million
0.11% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
149,338
shares
|
$13.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
148,050
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2024
Added 126.25%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
145,978
shares
|
$13.5 Million
0.66% of portfolio
|
Q2 2023
Added 15.39%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
144,775
shares
|
$13.4 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
143,566
shares
|
$13.3 Million
0.52% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
143,340
shares
|
$13.2 Million
9.62% of portfolio
|
Q3 2024
Reduced 29.66%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
143,001
shares
|
$13.2 Million
5.27% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
141,700
shares
|
$13.1 Million
0.6% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
141,654
shares
|
$13.1 Million
2.59% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
140,656
shares
|
$13 Million
1.09% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
139,439
shares
|
$12.9 Million
0.41% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
138,930
shares
|
$12.8 Million
2.05% of portfolio
|
Q3 2024
Reduced 33.23%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
138,340
shares
|
$12.8 Million
6.74% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
137,765
shares
|
$12.7 Million
1.46% of portfolio
|
Q3 2024
Reduced 36.9%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
136,726
shares
|
$12.6 Million
1.38% of portfolio
|
Q3 2023
Reduced 20.09%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
133,747
shares
|
$12.4 Million
3.81% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
131,634
shares
|
$12.2 Million
2.64% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
130,168
shares
|
$12 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
129,057
shares
|
$11.9 Million
0.07% of portfolio
|
Q3 2024
Added 21.29%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
128,510
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
128,160
shares
|
$11.8 Million
8.42% of portfolio
|
Q3 2024
Added 1.88%
|