Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 949 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
5,720
shares
|
$517,774
0.11% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
5,660
shares
|
$512,343
0.4% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
5,588
shares
|
$505,825
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
5,544
shares
|
$501,842
0.11% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
5,544
shares
|
$501,842
0.12% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
5,542
shares
|
$501,661
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,526
shares
|
$500,213
0.04% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
5,510
shares
|
$498,765
0.18% of portfolio
|
Q2 2024
Reduced 20.04%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
5,444
shares
|
$492,790
0.39% of portfolio
|
Q2 2024
Reduced 47.44%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
5,420
shares
|
$490,618
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
5,420
shares
|
$490,618
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
5,405
shares
|
$489,260
0.02% of portfolio
|
Q3 2024
Reduced 28.98%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,398
shares
|
$488,626
0.06% of portfolio
|
Q3 2024
Added 75.26%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
5,337
shares
|
$483,105
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,271
shares
|
$477,130
0.37% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,242
shares
|
$474,505
0.04% of portfolio
|
Q3 2024
Added 39.56%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,231
shares
|
$473,510
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
5,203
shares
|
$470,975
0.17% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
5,201
shares
|
$470,794
0.34% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
5,093
shares
|
$461,018
0.32% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
5,075
shares
|
$459,389
0.3% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
5,058
shares
|
$457,850
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,050
shares
|
$457,126
0.0% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,036
shares
|
$455,858
0.28% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,959
shares
|
$448,888
0.0% of portfolio
|
Q3 2024
Reduced 45.68%
|