Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 966 institutions that hold shares in the stock, with a total of 330 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$232,316
0.0% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$231,028
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
2,485
shares
|
$228,545
0.08% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,484
shares
|
$228,453
0.01% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,482
shares
|
$228,269
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,473
shares
|
$227,441
0.05% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$225,326
0.01% of portfolio
|
Q3 2024
Reduced 45.4%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,442
shares
|
$224,590
0.09% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,437
shares
|
$224,130
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,389
shares
|
$219,716
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$217,601
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
2,357
shares
|
$216,773
0.01% of portfolio
|
Q3 2024
Reduced 62.96%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,355
shares
|
$216,589
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
2,342
shares
|
$215,393
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,339
shares
|
$215,117
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,318
shares
|
$213,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
2,310
shares
|
$212,450
0.17% of portfolio
|
Q3 2024
Reduced 45.27%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$211,622
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
2,282
shares
|
$209,875
0.06% of portfolio
|
Q3 2023
Reduced 6.17%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,254
shares
|
$207,300
0.03% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,172
shares
|
$199,758
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,170
shares
|
$199,574
0.03% of portfolio
|
Q3 2024
Reduced 74.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
2,152
shares
|
$197,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,092
shares
|
$192,401
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,061
shares
|
$189,550
0.01% of portfolio
|
Q4 2024
Reduced 5.63%
|