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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
48,299
shares
|
$4.51 Million
0.06% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
47,755
shares
|
$4.46 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
47,293
shares
|
$4.42 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
46,770
shares
|
$4.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
46,586
shares
|
$4.35 Million
0.95% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
46,407
shares
|
$4.33 Million
1.62% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,695
shares
|
$4.27 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
45,615
shares
|
$4.26 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
45,457
shares
|
$4.25 Million
1.22% of portfolio
|
Q3 2024
Added 270.05%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
45,302
shares
|
$4.23 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
45,220
shares
|
$4.22 Million
0.81% of portfolio
|
Q3 2022
Reduced 32.61%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
44,998
shares
|
$4.2 Million
1.66% of portfolio
|
Q4 2022
Reduced 13.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,759
shares
|
$4.18 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
43,567
shares
|
$4.07 Million
1.33% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
43,484
shares
|
$4.06 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
42,566
shares
|
$3.98 Million
0.08% of portfolio
|
Q3 2024
Added 1337.07%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
42,542
shares
|
$3.97 Million
2.16% of portfolio
|
Q4 2023
Added 4.05%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
42,295
shares
|
$3.95 Million
0.27% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
41,345
shares
|
$3.86 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
41,227
shares
|
$3.85 Million
0.16% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
40,710
shares
|
$3.8 Million
0.53% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
40,596
shares
|
$3.79 Million
0.11% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
40,493
shares
|
$3.78 Million
1.09% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
40,080
shares
|
$3.74 Million
0.63% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
39,823
shares
|
$3.72 Million
2.3% of portfolio
|
Q3 2024
Added 85.87%
|