Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 984 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 $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
5,570
shares
|
$514,835
0.02% of portfolio
|
Q4 2024
Reduced 35.64%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,538
shares
|
$511,877
0.05% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
5,536
shares
|
$511,692
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
5,513
shares
|
$509,566
0.32% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
5,482
shares
|
$506,701
0.05% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5,454
shares
|
$504,113
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
5,434
shares
|
$502,264
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
5,422
shares
|
$501,155
0.37% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
5,384
shares
|
$497,643
0.27% of portfolio
|
Q4 2024
Reduced 21.81%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
5,378
shares
|
$497,088
0.09% of portfolio
|
Q4 2024
Reduced 92.01%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
5,377
shares
|
$496,996
0.15% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,368
shares
|
$496,164
0.02% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
5,325
shares
|
$492,189
0.24% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
5,296
shares
|
$489,509
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
5,290
shares
|
$488,954
0.02% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
5,270
shares
|
$487,106
0.32% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
5,258
shares
|
$485,996
0.1% of portfolio
|
Q4 2024
Added 35.48%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
5,197
shares
|
$480,358
0.21% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
5,196
shares
|
$480,266
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
5,166
shares
|
$477,493
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
5,084
shares
|
$469,914
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,050
shares
|
$466,771
0.0% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
5,043
shares
|
$466,124
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
5,013
shares
|
$463,351
0.25% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$462,150
0.08% of portfolio
|
Q4 2024
Reduced 29.89%
|