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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
21,517
shares
|
$2 Million
1.05% of portfolio
|
Q1 2025
Reduced 25.54%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
21,507
shares
|
$2 Million
1.05% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
21,258
shares
|
$1.97 Million
0.37% of portfolio
|
Q1 2025
Added 265.45%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
21,224
shares
|
$1.97 Million
0.11% of portfolio
|
Q1 2025
Reduced 28.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
21,066
shares
|
$1.96 Million
0.12% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
21,016
shares
|
$1.95 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
20,927
shares
|
$1.94 Million
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
20,911
shares
|
$1.94 Million
1.8% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
20,885
shares
|
$1.94 Million
0.21% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
20,807
shares
|
$1.93 Million
1.31% of portfolio
|
Q2 2023
Reduced 45.64%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
20,745
shares
|
$1.93 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,716
shares
|
$1.92 Million
0.82% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
20,671
shares
|
$1.92 Million
0.92% of portfolio
|
Q1 2025
Added 224.05%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
20,579
shares
|
$1.91 Million
0.24% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
20,573
shares
|
$1.91 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.46%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
20,572
shares
|
$1.91 Million
1.04% of portfolio
|
Q1 2025
Reduced 27.98%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
20,480
shares
|
$1.9 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,983
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
19,864
shares
|
$1.84 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
19,751
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
19,716
shares
|
$1.83 Million
2.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
19,637
shares
|
$1.82 Million
0.37% of portfolio
|
Q1 2025
Added 58.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
19,592
shares
|
$1.82 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
19,591
shares
|
$1.82 Million
0.04% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
19,525
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Added 0.71%
|