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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
122
shares
|
$11,043
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
119
shares
|
$10,771
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
117
shares
|
$10,590
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
115
shares
|
$10,409
0.0% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
113
shares
|
$10,228
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
100
shares
|
$9,052
0.0% of portfolio
|
Q4 2022
Added 113.51%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
98
shares
|
$8,870
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
95
shares
|
$8,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
94
shares
|
$8,508
0.0% of portfolio
|
Q3 2024
Added 176.47%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
94
shares
|
$8,508
0.24% of portfolio
|
Q3 2024
Reduced 99.69%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
93
shares
|
$8,418
0.0% of portfolio
|
Q2 2024
Reduced 90.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
92
shares
|
$8,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
92
shares
|
$8,327
0.0% of portfolio
|
Q4 2023
Reduced 86.74%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
92
shares
|
$8,327
0.23% of portfolio
|
Q3 2024
Reduced 99.46%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
85
shares
|
$7,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
83
shares
|
$7,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
79
shares
|
$7,151
0.0% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
69
shares
|
$6,245
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
67
shares
|
$6,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
67
shares
|
$6,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
65
shares
|
$5,883
0.0% of portfolio
|
Q3 2024
Reduced 57.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$5,702
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
62
shares
|
$5,612
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
61
shares
|
$5,521
0.05% of portfolio
|
Q3 2021
Reduced 95.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
61
shares
|
$5,521
0.0% of portfolio
|
Q1 2024
New holding
|