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 |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
7,135
shares
|
$662,199
0.77% of portfolio
|
Q1 2025
Reduced 62.52%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
7,124
shares
|
$661,178
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
7,030
shares
|
$652,454
0.19% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,028
shares
|
$652,268
0.46% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
7,011
shares
|
$650,690
0.04% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,989
shares
|
$648,649
0.22% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,915
shares
|
$641,781
0.01% of portfolio
|
Q1 2025
Reduced 65.56%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
6,892
shares
|
$639,646
0.52% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,882
shares
|
$638,718
0.06% of portfolio
|
Q1 2025
Added 391.22%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,846
shares
|
$635,377
0.05% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,833
shares
|
$634,170
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
6,806
shares
|
$631,664
0.05% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,790
shares
|
$630,179
0.0% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,748
shares
|
$626,281
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,718
shares
|
$623,497
0.14% of portfolio
|
Q2 2023
Reduced 12.8%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,709
shares
|
$622,662
0.0% of portfolio
|
Q1 2025
Added 49.55%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,693
shares
|
$621,177
0.29% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
6,670
shares
|
$619,042
0.09% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
6,600
shares
|
$612,546
0.89% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
6,598
shares
|
$612,360
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,585
shares
|
$611,153
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
6,569
shares
|
$609,668
0.11% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
6,547
shares
|
$607,627
0.11% of portfolio
|
Q1 2025
Added 26.73%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
6,522
shares
|
$605,306
0.21% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
6,432
shares
|
$596,953
0.31% of portfolio
|
Q1 2025
Added 20.79%
|