Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 944 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $30 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
205,588
shares
|
$18.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
204,870
shares
|
$18.8 Million
0.05% of portfolio
|
Q3 2024
Added 91.02%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
203,951
shares
|
$18.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
199,850
shares
|
$18.3 Million
0.79% of portfolio
|
Q3 2024
Added 22.27%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
194,818
shares
|
$17.9 Million
1.22% of portfolio
|
Q3 2024
Added 46.49%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
192,619
shares
|
$17.7 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
191,802
shares
|
$17.6 Million
3.58% of portfolio
|
Q3 2024
Added 121.88%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
190,066
shares
|
$17.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
188,686
shares
|
$17.3 Million
0.04% of portfolio
|
Q1 2024
Reduced 41.51%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
188,593
shares
|
$17.3 Million
2.72% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
187,824
shares
|
$17.2 Million
0.24% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
179,565
shares
|
$16.5 Million
0.18% of portfolio
|
Q3 2024
Added 62.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
179,071
shares
|
$16.4 Million
0.03% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
178,331
shares
|
$16.4 Million
0.11% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
173,801
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
173,042
shares
|
$15.9 Million
1.35% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
171,762
shares
|
$15.7 Million
0.11% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
171,046
shares
|
$15.7 Million
0.38% of portfolio
|
Q3 2024
Added 157.0%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
170,139
shares
|
$15.6 Million
4.44% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
169,395
shares
|
$15.5 Million
3.82% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
161,842
shares
|
$14.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
159,400
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
158,880
shares
|
$14.6 Million
1.84% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
158,211
shares
|
$14.5 Million
1.48% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
156,701
shares
|
$14.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.77%
|