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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,205
shares
|
$862,232
0.18% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,198
shares
|
$861,576
0.03% of portfolio
|
Q4 2024
Added 124.45%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,123
shares
|
$854,551
0.06% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,100
shares
|
$852,397
0.0% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
8,955
shares
|
$838,814
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
8,874
shares
|
$831,227
0.22% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,828
shares
|
$826,918
0.02% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
8,744
shares
|
$819,050
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
8,687
shares
|
$813,711
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$809,589
0.03% of portfolio
|
Q4 2024
Reduced 61.89%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
8,452
shares
|
$791,698
0.05% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
8,436
shares
|
$790,200
0.05% of portfolio
|
Q4 2024
Added 263.15%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,378
shares
|
$784,767
0.0% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
8,227
shares
|
$770,623
0.2% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,199
shares
|
$768,000
0.04% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,161
shares
|
$764,440
0.12% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,148
shares
|
$763,223
0.1% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
8,118
shares
|
$760,413
0.31% of portfolio
|
Q4 2024
Added 55.19%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
8,100
shares
|
$758,727
0.02% of portfolio
|
Q3 2021
Added 107.69%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,021
shares
|
$751,327
0.33% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,991
shares
|
$748,516
0.3% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
7,988
shares
|
$748,235
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
7,881
shares
|
$738,213
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
7,835
shares
|
$733,904
0.45% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
7,834
shares
|
$733,810
0.57% of portfolio
|
Q4 2024
New holding
|