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 |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
68,033
shares
|
$6.35 Million
2.16% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
67,700
shares
|
$6.32 Million
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
67,279
shares
|
$6.28 Million
1.13% of portfolio
|
Q3 2024
Added 1123.7%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
66,897
shares
|
$6.25 Million
2.87% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
66,163
shares
|
$6.18 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
66,116
shares
|
$6.18 Million
0.18% of portfolio
|
Q3 2024
Added 101.76%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
65,823
shares
|
$6.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
65,644
shares
|
$6.13 Million
0.06% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
64,992
shares
|
$6.07 Million
3.33% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
62,769
shares
|
$5.86 Million
0.41% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,494
shares
|
$5.84 Million
0.25% of portfolio
|
Q1 2023
Added 145.27%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
62,393
shares
|
$5.83 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
62,130
shares
|
$5.8 Million
1.57% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
61,732
shares
|
$5.77 Million
0.7% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
61,133
shares
|
$5.71 Million
0.38% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
60,781
shares
|
$5.68 Million
3.5% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
60,147
shares
|
$5.62 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
59,972
shares
|
$5.6 Million
0.44% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
59,675
shares
|
$5.57 Million
0.12% of portfolio
|
Q2 2024
Added 11.34%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
59,615
shares
|
$5.57 Million
2.7% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
59,533
shares
|
$5.56 Million
0.08% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,478
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
58,347
shares
|
$5.45 Million
1.08% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 14, 2024 Q3 2024 |
57,544
shares
|
$5.38 Million
0.92% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
57,116
shares
|
$5.34 Million
0.67% of portfolio
|
Q3 2024
Added 3.83%
|