Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,046 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
52,443
shares
|
$4.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 90.62%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
52,097
shares
|
$4.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
51,977
shares
|
$4.82 Million
0.65% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
51,667
shares
|
$4.8 Million
0.85% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
51,658
shares
|
$4.79 Million
0.61% of portfolio
|
Q1 2025
Reduced 19.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
51,589
shares
|
$4.79 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
51,277
shares
|
$4.76 Million
0.31% of portfolio
|
Q1 2025
Reduced 41.53%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
50,812
shares
|
$4.72 Million
0.39% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
49,341
shares
|
$4.58 Million
3.75% of portfolio
|
Q1 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
48,288
shares
|
$4.48 Million
1.1% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
48,130
shares
|
$4.47 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
48,067
shares
|
$4.46 Million
2.7% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
47,178
shares
|
$4.38 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
46,783
shares
|
$4.34 Million
0.04% of portfolio
|
Q1 2025
Added 522.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
46,528
shares
|
$4.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,359
shares
|
$4.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 48.32%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
46,340
shares
|
$4.3 Million
0.48% of portfolio
|
Q4 2024
Added 27.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,071
shares
|
$4.28 Million
0.14% of portfolio
|
Q4 2024
Reduced 46.24%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
45,764
shares
|
$4.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
45,412
shares
|
$4.21 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
45,220
shares
|
$4.2 Million
0.81% of portfolio
|
Q3 2022
Reduced 32.61%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
45,085
shares
|
$4.18 Million
0.5% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
44,998
shares
|
$4.18 Million
1.66% of portfolio
|
Q4 2022
Reduced 13.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,759
shares
|
$4.15 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
44,344
shares
|
$4.12 Million
1.03% of portfolio
|
Q1 2025
Added 6.06%
|