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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
196
shares
|
$18,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
196
shares
|
$18,190
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
196
shares
|
$18,190
0.06% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
183
shares
|
$16,984
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
179
shares
|
$16,612
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
168
shares
|
$15,592
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
168
shares
|
$15,592
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
162
shares
|
$15,035
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
162
shares
|
$15,035
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
160
shares
|
$14,849
0.0% of portfolio
|
Q1 2025
Reduced 31.91%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
150
shares
|
$13,921
0.0% of portfolio
|
Q3 2024
Added 85.19%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
150
shares
|
$13,921
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
150
shares
|
$13,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
149
shares
|
$13,828
0.0% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
147
shares
|
$13,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
145
shares
|
$13,457
0.0% of portfolio
|
Q4 2022
Reduced 95.86%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
145
shares
|
$13,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
140
shares
|
$12,993
0.0% of portfolio
|
Q1 2025
Added 1300.0%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
124
shares
|
$11,508
0.0% of portfolio
|
Q3 2024
Reduced 84.95%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
122
shares
|
$11,322
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
121
shares
|
$11,230
0.01% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
119
shares
|
$11,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
117
shares
|
$10,858
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
115
shares
|
$10,673
0.0% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
113
shares
|
$10,487
0.0% of portfolio
|
Q4 2022
New holding
|