Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,019 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
21,507
shares
|
$2.02 Million
1.05% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
21,258
shares
|
$1.99 Million
0.37% of portfolio
|
Q1 2025
Added 265.45%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
21,087
shares
|
$1.98 Million
0.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
21,066
shares
|
$1.98 Million
0.12% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
20,911
shares
|
$1.96 Million
1.8% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
20,889
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2024
Added 81.8%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
20,807
shares
|
$1.95 Million
1.31% of portfolio
|
Q2 2023
Reduced 45.64%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
20,745
shares
|
$1.95 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
20,671
shares
|
$1.94 Million
0.92% of portfolio
|
Q1 2025
Added 224.05%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
20,579
shares
|
$1.93 Million
0.24% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
20,573
shares
|
$1.93 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.46%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
20,480
shares
|
$1.92 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
20,295
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,983
shares
|
$1.87 Million
0.24% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
19,882
shares
|
$1.86 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
19,864
shares
|
$1.86 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
19,801
shares
|
$1.86 Million
0.73% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
19,751
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
19,637
shares
|
$1.84 Million
0.37% of portfolio
|
Q1 2025
Added 58.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
19,591
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
19,388
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
19,000
shares
|
$1.78 Million
1.2% of portfolio
|
Q4 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,960
shares
|
$1.78 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
18,890
shares
|
$1.77 Million
1.48% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
18,793
shares
|
$1.76 Million
0.24% of portfolio
|
Q4 2024
Added 5.24%
|