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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,166
shares
|
$377,106
0.0% of portfolio
|
Q3 2024
Added 87.15%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,098
shares
|
$370,950
0.02% of portfolio
|
Q2 2024
Reduced 21.16%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
4,069
shares
|
$368,325
0.0% of portfolio
|
Q3 2024
Added 163.37%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
3,995
shares
|
$361,627
0.08% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,988
shares
|
$360,993
0.01% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,954
shares
|
$357,916
0.05% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
3,881
shares
|
$351,308
0.13% of portfolio
|
Q3 2024
Added 26.5%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
3,877
shares
|
$350,946
0.07% of portfolio
|
Q2 2024
Reduced 54.51%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,825
shares
|
$346,239
0.22% of portfolio
|
Q3 2024
Added 56.63%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
3,812
shares
|
$345,062
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,811
shares
|
$344,971
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
3,756
shares
|
$339,993
0.1% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,721
shares
|
$336,824
0.0% of portfolio
|
Q3 2024
Added 19.45%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
3,719
shares
|
$336,643
0.0% of portfolio
|
Q3 2024
Reduced 57.88%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,687
shares
|
$333,747
0.31% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
3,652
shares
|
$330,579
0.19% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,600
shares
|
$325,872
0.06% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,568
shares
|
$322,975
0.18% of portfolio
|
Q2 2024
Reduced 14.54%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,551
shares
|
$321,436
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,540
shares
|
$320,440
0.16% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3,537
shares
|
$320,169
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
3,521
shares
|
$318,720
0.19% of portfolio
|
Q3 2024
Reduced 67.66%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,519
shares
|
$318,539
0.0% of portfolio
|
Q3 2024
Reduced 95.38%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$316,820
0.09% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,467
shares
|
$313,832
0.04% of portfolio
|
Q3 2024
Reduced 36.1%
|