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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
12,598
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
12,595
shares
|
$1.18 Million
0.81% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
12,565
shares
|
$1.18 Million
0.16% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
12,492
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
12,237
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
12,174
shares
|
$1.14 Million
0.86% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,100
shares
|
$1.13 Million
0.69% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
12,021
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
12,000
shares
|
$1.13 Million
0.37% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
11,989
shares
|
$1.12 Million
0.66% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
11,838
shares
|
$1.11 Million
0.87% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
11,716
shares
|
$1.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
11,647
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,441
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2023
Reduced 13.93%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
11,426
shares
|
$1.07 Million
0.45% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
11,365
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
11,322
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 40.21%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
11,153
shares
|
$1.05 Million
1.0% of portfolio
|
Q1 2025
Reduced 70.52%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
11,151
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
11,110
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,096
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
11,088
shares
|
$1.04 Million
0.5% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
11,060
shares
|
$1.04 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,851
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 1.4%
|