Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,004 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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,748
shares
|
$632,085
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,718
shares
|
$629,275
0.14% of portfolio
|
Q2 2023
Reduced 12.8%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
6,528
shares
|
$611,477
0.23% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
6,506
shares
|
$609,417
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,379
shares
|
$597,520
0.28% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
6,339
shares
|
$593,774
0.05% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
6,289
shares
|
$589,090
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
6,285
shares
|
$588,715
0.19% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,205
shares
|
$581,222
0.06% of portfolio
|
Q4 2024
Reduced 43.87%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
6,202
shares
|
$580,941
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
6,199
shares
|
$580,660
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
6,116
shares
|
$572,885
0.01% of portfolio
|
Q3 2024
Added 176.49%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
6,065
shares
|
$568,108
0.03% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
6,026
shares
|
$564,455
0.34% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,905
shares
|
$553,121
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,876
shares
|
$550,404
0.02% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
5,841
shares
|
$547,126
0.04% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,817
shares
|
$544,878
0.29% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
5,792
shares
|
$542,536
0.17% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,786
shares
|
$541,974
0.06% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,759
shares
|
$539,445
0.02% of portfolio
|
Q4 2024
Added 26.27%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,690
shares
|
$532,982
0.35% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
5,639
shares
|
$528,205
0.32% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,632
shares
|
$527,549
0.04% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,598
shares
|
$524,364
0.0% of portfolio
|
Q4 2024
Reduced 75.58%
|