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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
37,331
shares
|
$3.48 Million
1.86% of portfolio
|
Q2 2023
Added 162.73%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
37,132
shares
|
$3.46 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
36,795
shares
|
$3.43 Million
1.39% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
36,090
shares
|
$3.36 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
35,985
shares
|
$3.35 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
35,758
shares
|
$3.33 Million
1.03% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
35,629
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Added 500.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,537
shares
|
$3.31 Million
0.1% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
35,537
shares
|
$3.31 Million
0.16% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,237
shares
|
$3.28 Million
0.11% of portfolio
|
Q4 2024
Reduced 46.7%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
35,132
shares
|
$3.27 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
35,030
shares
|
$3.26 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
34,311
shares
|
$3.2 Million
1.24% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
33,681
shares
|
$3.14 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
33,571
shares
|
$3.13 Million
0.24% of portfolio
|
Q4 2023
Added 6.59%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
33,426
shares
|
$3.11 Million
0.55% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32,752
shares
|
$3.05 Million
5.55% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
31,899
shares
|
$2.97 Million
0.28% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,819
shares
|
$2.96 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
31,756
shares
|
$2.96 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
31,738
shares
|
$2.96 Million
0.07% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
31,554
shares
|
$2.94 Million
1.8% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
31,337
shares
|
$2.92 Million
0.34% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
31,328
shares
|
$2.92 Million
1.83% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
31,087
shares
|
$2.89 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.9%
|