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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,440
shares
|
$226,456
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
2,439
shares
|
$226,363
0.05% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
2,430
shares
|
$225,528
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
2,430
shares
|
$225,528
0.04% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
2,423
shares
|
$224,878
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
2,411
shares
|
$223,764
0.08% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
2,393
shares
|
$222,094
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$219,588
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
2,342
shares
|
$217,361
0.1% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
2,325
shares
|
$215,783
0.07% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,308
shares
|
$214,205
0.12% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,307
shares
|
$214,112
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
2,304
shares
|
$213,834
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,302
shares
|
$213,648
0.01% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$213,555
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
2,300
shares
|
$213,463
0.05% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
2,298
shares
|
$213,277
0.03% of portfolio
|
Q1 2025
Reduced 22.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,294
shares
|
$212,906
0.01% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
2,290
shares
|
$212,534
0.03% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
2,283
shares
|
$211,885
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,249
shares
|
$208,729
0.04% of portfolio
|
Q1 2025
Reduced 44.61%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,221
shares
|
$206,131
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,214
shares
|
$205,481
0.01% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
2,209
shares
|
$205,017
0.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,192
shares
|
$203,439
0.0% of portfolio
|
Q1 2025
New holding
|