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 |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
14,298
shares
|
$1.33 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
14,285
shares
|
$1.33 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,142
shares
|
$1.31 Million
0.1% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
14,083
shares
|
$1.31 Million
0.66% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
14,081
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
14,022
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
14,002
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
13,993
shares
|
$1.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
13,905
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
13,719
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.88%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
13,707
shares
|
$1.27 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
13,707
shares
|
$1.27 Million
0.74% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,628
shares
|
$1.26 Million
0.87% of portfolio
|
Q3 2022
Reduced 12.26%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,568
shares
|
$1.26 Million
0.56% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
13,374
shares
|
$1.24 Million
0.43% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
13,285
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Added 75.26%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
13,189
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
12,955
shares
|
$1.2 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
12,944
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
12,941
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
12,941
shares
|
$1.2 Million
0.06% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
12,930
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2024
Added 12.73%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
12,668
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
12,634
shares
|
$1.17 Million
0.32% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
12,598
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 35.28%
|