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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
128,073
shares
|
$12 Million
2.47% of portfolio
|
Q3 2024
Added 36.45%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
125,951
shares
|
$11.8 Million
1.46% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
125,722
shares
|
$11.8 Million
0.57% of portfolio
|
Q3 2024
Added 39.98%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
125,214
shares
|
$11.8 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
124,614
shares
|
$11.7 Million
5.13% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
122,220
shares
|
$11.5 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
117,490
shares
|
$11 Million
0.16% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
117,481
shares
|
$11 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
117,243
shares
|
$11 Million
1.28% of portfolio
|
Q4 2022
Added 717.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
117,091
shares
|
$11 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
113,795
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2024
Added 35.64%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
112,885
shares
|
$10.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
112,181
shares
|
$10.5 Million
1.43% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
111,232
shares
|
$10.4 Million
0.35% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
109,870
shares
|
$10.3 Million
2.64% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
109,311
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
109,160
shares
|
$10.3 Million
0.81% of portfolio
|
Q3 2023
Reduced 26.57%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
108,203
shares
|
$10.2 Million
2.16% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
107,498
shares
|
$10.1 Million
1.61% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
106,344
shares
|
$9.99 Million
0.32% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
104,949
shares
|
$9.86 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
104,129
shares
|
$9.78 Million
3.87% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
103,202
shares
|
$9.69 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
101,200
shares
|
$9.51 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
100,284
shares
|
$9.42 Million
0.62% of portfolio
|
Q3 2024
Added 3.19%
|