Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,005 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 $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$215,534
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,300
shares
|
$215,441
0.05% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
2,298
shares
|
$215,253
0.03% of portfolio
|
Q1 2025
Reduced 22.78%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,254
shares
|
$211,132
0.03% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
2,219
shares
|
$207,853
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
2,201
shares
|
$206,167
0.09% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,189
shares
|
$205,043
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,061
shares
|
$193,053
0.01% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,057
shares
|
$192,679
0.06% of portfolio
|
Q4 2024
Added 153.01%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,051
shares
|
$192,117
0.13% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,980
shares
|
$185,466
0.03% of portfolio
|
Q4 2024
Added 233.9%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
1,979
shares
|
$185,372
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,954
shares
|
$183,031
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,906
shares
|
$178,535
0.0% of portfolio
|
Q1 2024
Added 1927.66%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,880
shares
|
$176,099
0.0% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,781
shares
|
$166,826
0.1% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,777
shares
|
$166,451
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,757
shares
|
$164,578
0.0% of portfolio
|
Q4 2024
Reduced 45.03%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,756
shares
|
$164,484
0.05% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,755
shares
|
$164,390
0.02% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,750
shares
|
$163,922
0.04% of portfolio
|
Q3 2023
Reduced 21.7%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,733
shares
|
$162,330
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,633
shares
|
$152,963
0.0% of portfolio
|
Q4 2024
Added 272.83%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
1,570
shares
|
$147,061
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,469
shares
|
$137,601
0.0% of portfolio
|
Q4 2024
Added 2.94%
|