Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,003 institutions that hold shares in the stock, with a total of 362 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
67,413
shares
|
$6.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 39.39%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
67,163
shares
|
$6.25 Million
0.41% of portfolio
|
Q4 2024
Added 58.8%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
66,467
shares
|
$6.19 Million
0.0% of portfolio
|
Q4 2024
Added 180.8%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
65,356
shares
|
$6.09 Million
1.12% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
65,259
shares
|
$6.08 Million
0.42% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
64,566
shares
|
$6.01 Million
0.73% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
64,282
shares
|
$5.99 Million
1.19% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
63,936
shares
|
$5.95 Million
0.21% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,494
shares
|
$5.82 Million
0.25% of portfolio
|
Q1 2023
Added 145.27%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
62,426
shares
|
$5.81 Million
0.14% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
61,925
shares
|
$5.77 Million
3.7% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
61,375
shares
|
$5.72 Million
0.63% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
60,778
shares
|
$5.66 Million
0.63% of portfolio
|
Q4 2024
Added 56.21%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
60,339
shares
|
$5.62 Million
0.11% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
59,972
shares
|
$5.58 Million
0.44% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,478
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
57,996
shares
|
$5.4 Million
0.61% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
57,864
shares
|
$5.39 Million
0.02% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Endurance Services LTD
Purchase, NY |
Feb 11, 2025 Q4 2024 |
57,544
shares
|
$5.36 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
57,200
shares
|
$5.33 Million
2.87% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
56,949
shares
|
$5.3 Million
2.26% of portfolio
|
Q3 2023
Added 2.15%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
56,873
shares
|
$5.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 78.72%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
56,774
shares
|
$5.29 Million
0.9% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
55,734
shares
|
$5.19 Million
3.03% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
55,726
shares
|
$5.19 Million
1.17% of portfolio
|
Q4 2024
Added 16.69%
|