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 |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
98,360
shares
|
$9.08 Million
3.62% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
96,954
shares
|
$8.95 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
96,556
shares
|
$8.92 Million
0.02% of portfolio
|
Q3 2024
Added 54.0%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
96,435
shares
|
$8.9 Million
3.72% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 14, 2024 Q2 2024 |
95,361
shares
|
$8.81 Million
2.26% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
94,957
shares
|
$8.77 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
93,624
shares
|
$8.65 Million
0.85% of portfolio
|
Q3 2024
Added 45.73%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
92,986
shares
|
$8.59 Million
0.14% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
92,826
shares
|
$8.57 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
90,000
shares
|
$8.31 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
89,925
shares
|
$8.3 Million
1.84% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
89,761
shares
|
$8.29 Million
0.66% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
89,437
shares
|
$8.26 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
87,824
shares
|
$8.11 Million
1.58% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
87,654
shares
|
$8.09 Million
0.91% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
86,930
shares
|
$8.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
86,379
shares
|
$7.98 Million
0.32% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
86,108
shares
|
$7.95 Million
2.95% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
85,014
shares
|
$7.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
84,118
shares
|
$7.77 Million
0.31% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
84,100
shares
|
$7.77 Million
4.41% of portfolio
|
Q2 2024
Added 448.45%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
84,090
shares
|
$7.76 Million
5.25% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
84,004
shares
|
$7.76 Million
0.2% of portfolio
|
Q2 2024
Reduced 9.71%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
83,738
shares
|
$7.73 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
82,692
shares
|
$7.64 Million
0.49% of portfolio
|
Q3 2024
Added 2.02%
|