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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$233,360
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
2,571
shares
|
$232,726
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$228,653
0.0% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$227,386
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
2,501
shares
|
$226,390
0.15% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
2,485
shares
|
$224,942
0.08% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,482
shares
|
$224,670
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
2,481
shares
|
$224,580
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$221,774
0.01% of portfolio
|
Q3 2024
Reduced 45.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,437
shares
|
$220,597
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,389
shares
|
$216,252
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$214,170
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
2,358
shares
|
$213,446
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
2,357
shares
|
$213,355
0.01% of portfolio
|
Q3 2024
Reduced 62.96%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,355
shares
|
$213,174
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
2,339
shares
|
$211,726
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
2,326
shares
|
$210,549
0.08% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,323
shares
|
$210,277
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,318
shares
|
$209,825
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
2,310
shares
|
$209,101
0.17% of portfolio
|
Q3 2024
Reduced 45.27%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
2,303
shares
|
$208,467
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$208,286
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
2,282
shares
|
$206,566
0.06% of portfolio
|
Q3 2023
Reduced 6.17%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,184
shares
|
$197,695
0.01% of portfolio
|
Q3 2024
Added 62.99%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,172
shares
|
$196,609
0.05% of portfolio
|
Q3 2024
New holding
|