Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,004 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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
588
shares
|
$55,077
0.01% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
587
shares
|
$54,984
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
570
shares
|
$53,391
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
553
shares
|
$51,799
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
548
shares
|
$51,331
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
454
shares
|
$42,526
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
450
shares
|
$42,151
0.0% of portfolio
|
Q4 2024
Reduced 60.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
439
shares
|
$41,121
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
432
shares
|
$40,465
0.01% of portfolio
|
Q4 2024
Added 4220.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
398
shares
|
$37,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
395
shares
|
$36,999
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
391
shares
|
$36,624
0.01% of portfolio
|
Q2 2023
Reduced 43.82%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
382
shares
|
$35,781
0.03% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
380
shares
|
$35,594
0.03% of portfolio
|
Q3 2024
Added 413.51%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
366
shares
|
$34,283
0.01% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
364
shares
|
$34,095
0.02% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
357
shares
|
$33,440
0.02% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
353
shares
|
$33,065
0.06% of portfolio
|
Q3 2022
Reduced 26.76%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
349
shares
|
$32,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
342
shares
|
$32,035
0.0% of portfolio
|
Q4 2024
Reduced 62.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
335
shares
|
$31,379
0.07% of portfolio
|
Q3 2024
Reduced 74.09%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
325
shares
|
$30,442
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
325
shares
|
$30,442
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
320
shares
|
$29,974
0.0% of portfolio
|
Q1 2025
Added 51.66%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
313
shares
|
$29,318
0.02% of portfolio
|
Q2 2023
Reduced 14.71%
|