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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,995
shares
|
$742,015
0.02% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,991
shares
|
$741,644
0.3% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
7,988
shares
|
$741,366
0.84% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
7,934
shares
|
$736,354
0.47% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
7,898
shares
|
$733,013
0.3% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
7,881
shares
|
$731,435
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
7,844
shares
|
$728,001
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
7,834
shares
|
$727,073
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,806
shares
|
$724,474
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
7,800
shares
|
$723,918
0.77% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,788
shares
|
$722,804
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
7,719
shares
|
$716,400
0.09% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
7,608
shares
|
$706,098
0.18% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,570
shares
|
$702,571
0.07% of portfolio
|
Q4 2022
Added 8.08%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
7,564
shares
|
$702,014
0.06% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,470
shares
|
$693,290
0.05% of portfolio
|
Q1 2025
Reduced 23.51%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
7,468
shares
|
$693,105
0.16% of portfolio
|
Q1 2025
Reduced 26.14%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
7,396
shares
|
$686,422
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,390
shares
|
$685,865
0.11% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
7,354
shares
|
$682,524
0.54% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,345
shares
|
$681,689
0.02% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,204
shares
|
$668,603
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
7,162
shares
|
$664,705
0.21% of portfolio
|
Q1 2025
Added 108.56%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
7,144
shares
|
$663,034
0.06% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
7,142
shares
|
$662,849
0.02% of portfolio
|
Q1 2025
Added 34.86%
|