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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
110,888
shares
|
$10.3 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
109,870
shares
|
$10.2 Million
2.58% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
109,160
shares
|
$10.1 Million
0.81% of portfolio
|
Q3 2023
Reduced 26.57%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
108,392
shares
|
$10.1 Million
4.34% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
105,948
shares
|
$9.83 Million
0.01% of portfolio
|
Q1 2025
Added 1792.6%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
105,353
shares
|
$9.78 Million
2.36% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
105,221
shares
|
$9.77 Million
4.34% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
103,920
shares
|
$9.64 Million
3.08% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
103,877
shares
|
$9.64 Million
1.49% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
101,735
shares
|
$9.44 Million
1.48% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
101,120
shares
|
$9.38 Million
0.62% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
98,495
shares
|
$9.14 Million
0.42% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
96,890
shares
|
$8.99 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
96,858
shares
|
$8.99 Million
3.43% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
96,470
shares
|
$8.95 Million
2.73% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
95,057
shares
|
$8.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
95,016
shares
|
$8.82 Million
0.29% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
94,186
shares
|
$8.74 Million
2.01% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
92,986
shares
|
$8.63 Million
0.14% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
92,695
shares
|
$8.6 Million
0.11% of portfolio
|
Q1 2025
Added 31.01%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
92,519
shares
|
$8.59 Million
0.71% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
91,731
shares
|
$8.51 Million
3.42% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
91,725
shares
|
$8.51 Million
1.2% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
90,747
shares
|
$8.42 Million
0.08% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
90,000
shares
|
$8.35 Million
0.01% of portfolio
|
Q2 2024
New holding
|