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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
16,601
shares
|
$1.54 Million
0.35% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,594
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2022
Added 568.84%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
16,444
shares
|
$1.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
16,298
shares
|
$1.51 Million
0.89% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
16,100
shares
|
$1.49 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
16,031
shares
|
$1.49 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
16,018
shares
|
$1.49 Million
0.34% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
16,005
shares
|
$1.49 Million
0.27% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
15,868
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
15,843
shares
|
$1.47 Million
0.65% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
15,816
shares
|
$1.47 Million
0.67% of portfolio
|
Q1 2025
Reduced 19.63%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,744
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
15,737
shares
|
$1.46 Million
0.19% of portfolio
|
Q1 2025
Added 38.99%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
15,712
shares
|
$1.46 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,647
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,618
shares
|
$1.45 Million
1.11% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
15,525
shares
|
$1.44 Million
0.95% of portfolio
|
Q1 2025
Reduced 33.47%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
15,307
shares
|
$1.42 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
15,247
shares
|
$1.42 Million
0.78% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,206
shares
|
$1.41 Million
0.11% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
15,171
shares
|
$1.41 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
14,829
shares
|
$1.38 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
14,642
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
14,440
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 41.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,322
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.43%
|