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 |
|---|---|---|---|---|---|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
6,429
shares
|
$596,675
0.21% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
6,418
shares
|
$595,654
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
6,411
shares
|
$595,004
0.14% of portfolio
|
Q1 2025
Added 101.35%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
6,209
shares
|
$576,257
0.11% of portfolio
|
Q1 2025
Added 53.84%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
6,199
shares
|
$575,329
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
6,169
shares
|
$572,544
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
6,161
shares
|
$571,802
0.35% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,152
shares
|
$570,967
0.05% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
6,148
shares
|
$570,595
0.03% of portfolio
|
Q1 2025
Reduced 96.6%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
6,125
shares
|
$568,461
0.34% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
6,096
shares
|
$565,769
0.03% of portfolio
|
Q1 2025
Reduced 43.65%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
5,959
shares
|
$553,054
0.35% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,903
shares
|
$547,857
0.02% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,897
shares
|
$547,300
0.02% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,884
shares
|
$546,094
0.02% of portfolio
|
Q1 2025
Reduced 31.92%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
5,883
shares
|
$546,001
0.05% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,839
shares
|
$541,917
0.19% of portfolio
|
Q1 2025
Added 59.93%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
5,788
shares
|
$537,184
0.32% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,737
shares
|
$532,450
0.18% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,724
shares
|
$531,244
0.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
5,675
shares
|
$526,696
0.1% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
5,633
shares
|
$522,798
0.53% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,601
shares
|
$519,828
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
5,574
shares
|
$517,322
0.33% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,570
shares
|
$516,951
0.02% of portfolio
|
Q4 2024
Reduced 35.64%
|