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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,076
shares
|
$99,863
0.03% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,015
shares
|
$94,202
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
980
shares
|
$90,953
0.02% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
971
shares
|
$90,118
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
941
shares
|
$87,334
0.09% of portfolio
|
Q1 2025
Reduced 72.76%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
895
shares
|
$83,064
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
875
shares
|
$81,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
870
shares
|
$80,744
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
834
shares
|
$77,403
0.06% of portfolio
|
Q1 2025
Reduced 84.62%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
783
shares
|
$72,670
0.0% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
775
shares
|
$71,927
0.07% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
761
shares
|
$70,628
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
754
shares
|
$69,978
0.0% of portfolio
|
Q1 2025
Reduced 43.65%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
744
shares
|
$69,050
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
702
shares
|
$65,152
0.0% of portfolio
|
Q1 2025
Reduced 62.66%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
698
shares
|
$64,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
670
shares
|
$62,182
0.01% of portfolio
|
Q4 2024
Added 74.48%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
669
shares
|
$62,089
0.01% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
665
shares
|
$61,718
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
656
shares
|
$60,883
0.04% of portfolio
|
Q2 2024
Added 31.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
628
shares
|
$58,284
0.01% of portfolio
|
Q1 2025
Reduced 55.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
621
shares
|
$57,635
0.0% of portfolio
|
Q2 2024
Reduced 25.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
612
shares
|
$56,799
0.01% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
612
shares
|
$56,799
0.01% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
603
shares
|
$55,964
0.02% of portfolio
|
Q1 2025
New holding
|