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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
16,662
shares
|
$1.56 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,594
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2022
Added 568.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
16,446
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
16,298
shares
|
$1.53 Million
0.89% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
16,078
shares
|
$1.51 Million
0.44% of portfolio
|
Q4 2020
Reduced 18.4%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
16,018
shares
|
$1.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
16,005
shares
|
$1.5 Million
0.27% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
15,868
shares
|
$1.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
15,816
shares
|
$1.48 Million
0.67% of portfolio
|
Q1 2025
Reduced 19.63%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,744
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
15,712
shares
|
$1.47 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Kepos Capital LP
New York, NY |
Feb 11, 2025 Q4 2024 |
15,700
shares
|
$1.47 Million
1.24% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,647
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,618
shares
|
$1.46 Million
1.11% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
15,339
shares
|
$1.44 Million
0.15% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
15,307
shares
|
$1.44 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,206
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
15,171
shares
|
$1.42 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
14,985
shares
|
$1.41 Million
0.49% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
14,879
shares
|
$1.4 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
14,829
shares
|
$1.39 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
14,791
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
14,642
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
14,636
shares
|
$1.37 Million
1.25% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,556
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Added 363800.0%
|