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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
177,307
shares
|
$16.5 Million
1.48% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
172,859
shares
|
$16 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
172,137
shares
|
$16 Million
2.47% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
171,789
shares
|
$15.9 Million
1.31% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
164,091
shares
|
$15.2 Million
0.03% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
162,540
shares
|
$15.1 Million
2.61% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
161,727
shares
|
$15 Million
1.01% of portfolio
|
Q1 2025
Added 195.75%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
161,446
shares
|
$15 Million
0.64% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
161,321
shares
|
$15 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
159,314
shares
|
$14.8 Million
1.38% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
158,880
shares
|
$14.7 Million
1.84% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
158,553
shares
|
$14.7 Million
0.14% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
157,942
shares
|
$14.7 Million
0.11% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
155,925
shares
|
$14.5 Million
0.42% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
155,925
shares
|
$14.5 Million
0.48% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
155,362
shares
|
$14.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
154,380
shares
|
$14.3 Million
4.71% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
154,137
shares
|
$14.3 Million
1.05% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
154,087
shares
|
$14.3 Million
7.77% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
152,963
shares
|
$14.2 Million
2.18% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
149,964
shares
|
$13.9 Million
1.71% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
148,485
shares
|
$13.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
146,188
shares
|
$13.6 Million
0.15% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
145,978
shares
|
$13.5 Million
0.66% of portfolio
|
Q2 2023
Added 15.39%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
144,483
shares
|
$13.4 Million
3.28% of portfolio
|
Q1 2025
Reduced 16.84%
|