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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
80,769
shares
|
$7.54 Million
3.03% of portfolio
|
Q3 2024
Added 6023.5%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
80,697
shares
|
$7.54 Million
2.69% of portfolio
|
Q3 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
80,475
shares
|
$7.52 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
80,473
shares
|
$7.52 Million
4.05% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
80,099
shares
|
$7.48 Million
0.1% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
79,821
shares
|
$7.46 Million
1.73% of portfolio
|
Q3 2024
Added 110.74%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
79,085
shares
|
$7.39 Million
1.53% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
76,977
shares
|
$7.19 Million
0.0% of portfolio
|
Q3 2024
Added 968.38%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
76,901
shares
|
$7.18 Million
4.74% of portfolio
|
Q1 2023
Reduced 21.08%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
76,060
shares
|
$7.1 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
75,047
shares
|
$7.01 Million
0.93% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
74,300
shares
|
$6.94 Million
0.61% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
74,236
shares
|
$6.93 Million
1.69% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
73,656
shares
|
$6.88 Million
1.65% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
72,941
shares
|
$6.81 Million
0.5% of portfolio
|
Q3 2024
Added 45.9%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
72,620
shares
|
$6.78 Million
2.9% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
71,760
shares
|
$6.7 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
71,205
shares
|
$6.65 Million
0.86% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
70,796
shares
|
$6.61 Million
0.25% of portfolio
|
Q3 2024
Added 33.72%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
70,131
shares
|
$6.55 Million
0.18% of portfolio
|
Q3 2024
Added 40.64%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
69,801
shares
|
$6.52 Million
1.58% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
69,586
shares
|
$6.5 Million
2.46% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
69,250
shares
|
$6.47 Million
1.58% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
69,115
shares
|
$6.46 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
68,962
shares
|
$6.44 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.62%
|