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 |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
10,741
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
10,688
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,514
shares
|
$986,108
0.03% of portfolio
|
Q1 2025
Reduced 41.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,513
shares
|
$986,014
0.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
10,279
shares
|
$964,067
0.51% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,202
shares
|
$956,845
0.11% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
10,198
shares
|
$956,470
0.01% of portfolio
|
Q4 2024
Added 144.79%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$937,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
9,993
shares
|
$937,243
1.65% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
9,962
shares
|
$934,335
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
9,903
shares
|
$928,802
0.12% of portfolio
|
Q4 2024
Reduced 49.08%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
9,841
shares
|
$922,987
0.31% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
9,841
shares
|
$922,987
0.74% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,796
shares
|
$918,766
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,760
shares
|
$915,390
0.08% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
9,679
shares
|
$907,793
0.63% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
9,567
shares
|
$897,288
0.41% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
9,551
shares
|
$895,788
0.06% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
9,543
shares
|
$895,037
0.23% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
9,493
shares
|
$890,348
0.3% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
9,483
shares
|
$889,410
0.06% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
9,447
shares
|
$886,034
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
9,420
shares
|
$883,501
0.72% of portfolio
|
Q2 2024
New holding
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
9,399
shares
|
$881,532
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
9,321
shares
|
$874,216
0.35% of portfolio
|
Q1 2025
Reduced 64.41%
|