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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
25,627
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,605
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
25,571
shares
|
$2.38 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
25,455
shares
|
$2.37 Million
0.7% of portfolio
|
Q2 2023
Reduced 1.15%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
24,975
shares
|
$2.33 Million
1.87% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
24,964
shares
|
$2.32 Million
0.21% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
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%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
24,936
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.17%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
24,860
shares
|
$2.31 Million
0.22% of portfolio
|
Q2 2024
Added 111.04%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
24,834
shares
|
$2.31 Million
0.39% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
24,729
shares
|
$2.3 Million
2.12% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
24,704
shares
|
$2.3 Million
0.68% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
24,691
shares
|
$2.3 Million
0.42% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
23,895
shares
|
$2.23 Million
0.12% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
23,461
shares
|
$2.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
23,368
shares
|
$2.18 Million
1.13% of portfolio
|
Q2 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
23,334
shares
|
$2.17 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
23,118
shares
|
$2.15 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
23,117
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,850
shares
|
$2.13 Million
0.31% of portfolio
|
Q1 2023
Added 15.99%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
22,562
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
22,295
shares
|
$2.08 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
22,138
shares
|
$2.06 Million
0.38% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
22,084
shares
|
$2.06 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
22,029
shares
|
$2.05 Million
0.13% of portfolio
|
Q4 2024
Added 10.08%
|