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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,929
shares
|
$446,173
0.09% of portfolio
|
Q1 2024
Reduced 83.28%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
4,871
shares
|
$440,922
7.33% of portfolio
|
Q1 2023
Reduced 97.17%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
4,809
shares
|
$435,310
0.28% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,799
shares
|
$434,405
0.03% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,716
shares
|
$426,892
0.03% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
4,710
shares
|
$426,349
0.14% of portfolio
|
Q3 2024
Added 70.71%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,671
shares
|
$422,818
0.35% of portfolio
|
Q2 2023
Reduced 33.86%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
4,637
shares
|
$419,741
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,603
shares
|
$416,663
0.02% of portfolio
|
Q2 2020
Added 415.93%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
4,569
shares
|
$413,585
0.21% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
4,561
shares
|
$412,861
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
4,546
shares
|
$411,503
0.19% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,509
shares
|
$408,154
0.04% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
4,466
shares
|
$404,262
0.23% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
4,458
shares
|
$403,538
0.18% of portfolio
|
Q3 2024
Reduced 47.52%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
4,454
shares
|
$403,176
0.07% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,444
shares
|
$402,270
0.11% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,419
shares
|
$400,007
0.02% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
4,403
shares
|
$398,559
0.22% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,383
shares
|
$396,749
0.1% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,372
shares
|
$395,753
0.24% of portfolio
|
Q4 2023
Added 31128.57%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,336
shares
|
$392,494
0.12% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
4,327
shares
|
$391,680
0.03% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,179
shares
|
$378,283
0.09% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,177
shares
|
$378,102
0.15% of portfolio
|
Q3 2024
Reduced 27.08%
|