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 |
---|---|---|---|---|---|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
18,758
shares
|
$1.76 Million
0.57% of portfolio
|
Q1 2025
Added 3.21%
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
18,753
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.33%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
18,741
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Added 235.38%
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
18,645
shares
|
$1.75 Million
0.17% of portfolio
|
Q1 2025
Added 20.71%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
18,581
shares
|
$1.74 Million
0.17% of portfolio
|
Q4 2024
Added 7.72%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
18,559
shares
|
$1.74 Million
2.59% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
18,491
shares
|
$1.73 Million
0.53% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
18,489
shares
|
$1.73 Million
0.81% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
18,396
shares
|
$1.73 Million
0.16% of portfolio
|
Q2 2024
Added 0.4%
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
18,368
shares
|
$1.72 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,362
shares
|
$1.72 Million
0.92% of portfolio
|
Q4 2024
Added 14.55%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
18,069
shares
|
$1.69 Million
0.71% of portfolio
|
Q1 2025
Reduced 48.57%
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
17,924
shares
|
$1.68 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
17,703
shares
|
$1.66 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,518
shares
|
$1.64 Million
0.29% of portfolio
|
Q1 2023
Reduced 10.73%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
17,448
shares
|
$1.64 Million
0.41% of portfolio
|
Q4 2024
Added 18865.22%
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
17,425
shares
|
$1.63 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,336
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 95.64%
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
17,256
shares
|
$1.62 Million
0.22% of portfolio
|
Q1 2025
Added 2.53%
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
17,251
shares
|
$1.62 Million
1.34% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
17,044
shares
|
$1.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
17,004
shares
|
$1.59 Million
0.51% of portfolio
|
Q4 2024
Added 3.14%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
16,787
shares
|
$1.57 Million
0.09% of portfolio
|
Q4 2024
Added 8.35%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
16,735
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
16,708
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2024
Added 100.79%
|