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 $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
12,430
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 41.81%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
12,426
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2024
Added 3460.46%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,100
shares
|
$1.13 Million
0.69% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
12,021
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
12,000
shares
|
$1.12 Million
0.37% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
11,989
shares
|
$1.12 Million
0.66% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
11,716
shares
|
$1.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
11,674
shares
|
$1.09 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
11,647
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,591
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Added 46.8%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,441
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2023
Reduced 13.93%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
11,426
shares
|
$1.07 Million
0.45% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
11,382
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 28.15%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
11,365
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
11,322
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 40.21%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,299
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
11,247
shares
|
$1.05 Million
0.88% of portfolio
|
Q4 2024
Added 20.19%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,096
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
11,060
shares
|
$1.04 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
10,981
shares
|
$1.03 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,851
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
10,818
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 42.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
10,741
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
10,688
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Added 30.53%
|