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 |
---|---|---|---|---|---|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
85,808
shares
|
$7.81 Million
0.37% of portfolio
|
Q1 2024
Reduced 20.49%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
85,695
shares
|
$7.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.59%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
85,230
shares
|
$7.76 Million
0.48% of portfolio
|
Q1 2024
Added 0.76%
|
|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
84,944
shares
|
$7.73 Million
0.46% of portfolio
|
Q1 2024
Added 47.54%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
84,795
shares
|
$7.72 Million
0.18% of portfolio
|
Q1 2024
Added 1.84%
|
|
Tnf LLC
|
Apr 25, 2024 Q1 2024 |
84,541
shares
|
$7.69 Million
3.02% of portfolio
|
Q1 2024
Added 0.02%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
84,244
shares
|
$7.67 Million
0.27% of portfolio
|
Q1 2024
Added 36.61%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
83,738
shares
|
$7.62 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2024 Q1 2024 |
81,739
shares
|
$7.44 Million
2.7% of portfolio
|
Q1 2024
Reduced 19.36%
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 13, 2024 Q1 2024 |
81,003
shares
|
$7.37 Million
1.56% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 13, 2024 Q1 2024 |
80,697
shares
|
$7.34 Million
2.4% of portfolio
|
Q3 2023
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
80,682
shares
|
$7.34 Million
0.17% of portfolio
|
Q1 2024
Reduced 68.86%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
79,804
shares
|
$7.26 Million
0.5% of portfolio
|
Q1 2024
Reduced 39.82%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
77,169
shares
|
$7.02 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2024 Q1 2024 |
77,018
shares
|
$7.01 Million
0.82% of portfolio
|
Q1 2024
Added 5.37%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
76,901
shares
|
$7 Million
4.74% of portfolio
|
Q1 2023
Reduced 21.08%
|
|
Edge Wealth Management LLC
|
Apr 15, 2024 Q1 2024 |
75,626
shares
|
$6.88 Million
1.47% of portfolio
|
Q1 2024
Added 12.66%
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
May 06, 2024 Q1 2024 |
75,283
shares
|
$6.85 Million
5.14% of portfolio
|
Q1 2024
Added 2.05%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
74,893
shares
|
$6.82 Million
0.22% of portfolio
|
Q1 2024
Added 7.42%
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 29, 2024 Q1 2024 |
74,242
shares
|
$6.76 Million
4.83% of portfolio
|
Q1 2024
New holding
|
|
Madison Asset Management, LLC
Madison, WI |
May 09, 2024 Q1 2024 |
72,821
shares
|
$6.63 Million
0.09% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 22, 2024 Q1 2024 |
72,806
shares
|
$6.63 Million
1.74% of portfolio
|
Q1 2024
Added 0.49%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
71,205
shares
|
$6.48 Million
0.86% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
Optas, LLC
|
Apr 17, 2024 Q1 2024 |
71,046
shares
|
$6.47 Million
1.82% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Parkside Advisors LLC
|
Apr 10, 2024 Q1 2024 |
70,943
shares
|
$6.46 Million
1.69% of portfolio
|
Q1 2024
Reduced 1.68%
|