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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,655,546
shares
|
$150 Million
0.58% of portfolio
|
Q3 2024
Added 26.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,642,972
shares
|
$149 Million
1.87% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,512,367
shares
|
$137 Million
0.33% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,495,429
shares
|
$135 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,484,825
shares
|
$134 Million
0.4% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,478,730
shares
|
$134 Million
3.41% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,473,560
shares
|
$133 Million
1.59% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
1,416,200
shares
|
$128 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
1,361,230
shares
|
$123 Million
4.25% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,338,248
shares
|
$121 Million
7.52% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,310,361
shares
|
$119 Million
1.57% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,301,517
shares
|
$118 Million
0.02% of portfolio
|
Q3 2024
Added 165.21%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
1,263,660
shares
|
$114 Million
6.02% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
1,094,763
shares
|
$99.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,041,964
shares
|
$94.3 Million
0.05% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
993,955
shares
|
$90 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
981,744
shares
|
$88.9 Million
0.34% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
924,599
shares
|
$83.7 Million
7.25% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
887,766
shares
|
$80.4 Million
0.24% of portfolio
|
Q3 2024
Added 171.62%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
822,994
shares
|
$74.5 Million
1.72% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
816,968
shares
|
$74 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
804,598
shares
|
$72.8 Million
0.02% of portfolio
|
Q3 2024
Added 696.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
743,690
shares
|
$67.3 Million
0.14% of portfolio
|
Q3 2024
Added 92.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
688,947
shares
|
$62.4 Million
0.04% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
668,862
shares
|
$60.5 Million
12.65% of portfolio
|
Q3 2024
Added 1.17%
|