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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
60
shares
|
$5,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$5,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
57
shares
|
$5,159
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
56
shares
|
$5,069
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
55
shares
|
$4,978
0.0% of portfolio
|
Q1 2024
Reduced 17.91%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
55
shares
|
$4,978
0.0% of portfolio
|
Q3 2024
Reduced 78.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
46
shares
|
$4,163
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
38
shares
|
$3,439
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
37
shares
|
$3,349
0.0% of portfolio
|
Q3 2023
Reduced 11.9%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
36
shares
|
$3,258
0.0% of portfolio
|
Q2 2024
Reduced 88.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
34
shares
|
$3,077
0.0% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
32
shares
|
$2,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
32
shares
|
$2,896
0.0% of portfolio
|
Q2 2024
Reduced 90.06%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
31
shares
|
$2,806
0.0% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
30
shares
|
$2,715
0.0% of portfolio
|
Q3 2024
Reduced 78.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
24
shares
|
$2,172
0.0% of portfolio
|
Q3 2024
Added 2300.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
23
shares
|
$2,081
0.0% of portfolio
|
Q3 2024
Reduced 83.69%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
23
shares
|
$2,081
0.0% of portfolio
|
Q4 2023
Reduced 90.38%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
21
shares
|
$1,900
0.0% of portfolio
|
Q3 2024
Reduced 79.61%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
20
shares
|
$1,810
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
19
shares
|
$1,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
19
shares
|
$1,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
19
shares
|
$1,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
19
shares
|
$1,719
0.0% of portfolio
|
Q2 2022
Reduced 73.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
17
shares
|
$1,538
0.0% of portfolio
|
Q3 2024
New holding
|