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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
37,331
shares
|
$3.46 Million
1.86% of portfolio
|
Q2 2023
Added 162.73%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
36,670
shares
|
$3.4 Million
0.95% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,602
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
36,573
shares
|
$3.39 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
36,401
shares
|
$3.38 Million
1.4% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
36,316
shares
|
$3.37 Million
1.35% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
35,758
shares
|
$3.32 Million
1.03% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
34,513
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
34,478
shares
|
$3.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 77.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
33,571
shares
|
$3.12 Million
0.24% of portfolio
|
Q4 2023
Added 6.59%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
33,290
shares
|
$3.09 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
32,936
shares
|
$3.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32,752
shares
|
$3.04 Million
5.55% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
32,280
shares
|
$3 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
32,259
shares
|
$2.99 Million
1.97% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
31,554
shares
|
$2.93 Million
1.8% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,286
shares
|
$2.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
31,228
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Added 35.09%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
31,149
shares
|
$2.89 Million
0.31% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
30,824
shares
|
$2.86 Million
0.05% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
30,730
shares
|
$2.85 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
30,622
shares
|
$2.84 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,485
shares
|
$2.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
30,118
shares
|
$2.8 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
29,296
shares
|
$2.72 Million
0.21% of portfolio
|
Q1 2025
Added 6.79%
|