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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
25,100
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
24,954
shares
|
$2.32 Million
0.42% of portfolio
|
Q1 2024
Reduced 37.09%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
24,909
shares
|
$2.31 Million
2.03% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
24,860
shares
|
$2.31 Million
0.24% of portfolio
|
Q2 2024
Added 111.04%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
24,834
shares
|
$2.3 Million
0.39% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
24,826
shares
|
$2.3 Million
0.09% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
24,675
shares
|
$2.29 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
24,393
shares
|
$2.26 Million
1.74% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
24,344
shares
|
$2.26 Million
1.7% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
24,143
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
24,024
shares
|
$2.23 Million
0.58% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
23,966
shares
|
$2.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
23,758
shares
|
$2.2 Million
1.74% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
23,605
shares
|
$2.19 Million
0.21% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
23,368
shares
|
$2.17 Million
1.13% of portfolio
|
Q2 2023
New holding
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
23,289
shares
|
$2.16 Million
0.41% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,850
shares
|
$2.12 Million
0.31% of portfolio
|
Q1 2023
Added 15.99%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,768
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
22,444
shares
|
$2.08 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
22,216
shares
|
$2.06 Million
1.32% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
22,028
shares
|
$2.04 Million
0.17% of portfolio
|
Q1 2025
Added 31.84%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
22,020
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 30.8%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
21,895
shares
|
$2.03 Million
4.26% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
21,869
shares
|
$2.03 Million
0.43% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
21,584
shares
|
$2 Million
1.64% of portfolio
|
Q1 2025
Reduced 13.58%
|