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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
2,606
shares
|
$241,862
0.21% of portfolio
|
Q1 2025
Reduced 47.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,595
shares
|
$240,841
0.1% of portfolio
|
Q1 2025
Added 49.74%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,583
shares
|
$239,728
0.01% of portfolio
|
Q1 2025
Reduced 98.19%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,583
shares
|
$239,728
0.35% of portfolio
|
Q4 2022
Added 66.75%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,582
shares
|
$239,635
0.03% of portfolio
|
Q1 2025
Reduced 96.58%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,580
shares
|
$239,449
0.27% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$239,264
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,566
shares
|
$238,150
0.0% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,550
shares
|
$236,665
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
2,539
shares
|
$235,644
0.02% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
2,535
shares
|
$235,273
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,514
shares
|
$233,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$233,138
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,508
shares
|
$232,767
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
2,505
shares
|
$232,489
0.26% of portfolio
|
Q1 2025
Reduced 27.31%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
2,504
shares
|
$232,396
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
2,489
shares
|
$231,004
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,487
shares
|
$230,818
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
2,485
shares
|
$230,632
0.09% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,475
shares
|
$229,704
0.01% of portfolio
|
Q1 2025
Reduced 45.76%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
2,473
shares
|
$229,519
0.21% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,465
shares
|
$228,776
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
2,461
shares
|
$228,405
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,458
shares
|
$228,126
0.34% of portfolio
|
Q4 2024
Reduced 42.42%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
2,441
shares
|
$226,549
0.01% of portfolio
|
Q1 2025
Reduced 19.2%
|