Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,049 institutions that hold shares in the stock, with a total of 350 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
11,167
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
10,766
shares
|
$1.01 Million
0.63% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
10,688
shares
|
$999,007
0.29% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,545
shares
|
$985,641
0.66% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
10,543
shares
|
$985,454
0.06% of portfolio
|
Q1 2025
Reduced 28.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,514
shares
|
$982,743
0.03% of portfolio
|
Q1 2025
Reduced 41.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,513
shares
|
$982,650
0.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,440
shares
|
$975,826
0.01% of portfolio
|
Q1 2025
Reduced 44.29%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
10,355
shares
|
$967,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
10,352
shares
|
$967,601
0.06% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
10,279
shares
|
$960,778
0.51% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,202
shares
|
$953,580
0.11% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,154
shares
|
$949,094
0.07% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,134
shares
|
$947,224
0.0% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2025 Q1 2025 |
10,000
shares
|
$934,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
9,993
shares
|
$934,045
1.65% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
9,960
shares
|
$930,961
0.26% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
9,949
shares
|
$929,933
0.98% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
9,841
shares
|
$919,838
0.74% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
9,820
shares
|
$917,875
0.06% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,760
shares
|
$912,267
0.08% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,728
shares
|
$909,276
0.16% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
9,679
shares
|
$904,696
0.63% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
9,595
shares
|
$896,844
0.25% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
9,594
shares
|
$896,751
0.44% of portfolio
|
Q1 2025
Added 0.28%
|