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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
407,137
shares
|
$38 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
392,863
shares
|
$36.7 Million
3.98% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
387,672
shares
|
$36.2 Million
1.29% of portfolio
|
Q1 2022
Reduced 13.4%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
385,559
shares
|
$36 Million
0.95% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
380,148
shares
|
$35.5 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
368,076
shares
|
$34.4 Million
2.96% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367,979
shares
|
$34.4 Million
9.35% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
356,061
shares
|
$33.2 Million
0.38% of portfolio
|
Q1 2024
Added 13.95%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
338,060
shares
|
$31.6 Million
0.28% of portfolio
|
Q4 2021
Added 63.15%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
336,190
shares
|
$31.4 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
335,835
shares
|
$31.4 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
332,314
shares
|
$31 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
330,991
shares
|
$30.9 Million
0.33% of portfolio
|
Q3 2024
Added 116.58%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
329,023
shares
|
$30.7 Million
1.77% of portfolio
|
Q3 2024
Added 181.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
324,500
shares
|
$30.3 Million
0.04% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
318,530
shares
|
$29.7 Million
0.68% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
312,194
shares
|
$29.1 Million
1.08% of portfolio
|
Q3 2024
Added 33.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
311,829
shares
|
$29.1 Million
0.34% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
309,641
shares
|
$28.9 Million
1.92% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
300,919
shares
|
$28.1 Million
1.36% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
297,228
shares
|
$27.7 Million
7.59% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
296,709
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
288,847
shares
|
$27 Million
2.61% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
286,223
shares
|
$26.7 Million
3.02% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
285,670
shares
|
$26.7 Million
1.25% of portfolio
|
Q3 2024
Reduced 12.17%
|