Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 964 institutions that hold shares in the stock, with a total of 330 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
9,850
shares
|
$908,071
0.56% of portfolio
|
Q3 2024
Added 30.15%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
9,766
shares
|
$900,327
0.06% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
9,652
shares
|
$889,817
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
9,506
shares
|
$876,358
0.29% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
9,505
shares
|
$876,265
0.22% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
9,493
shares
|
$875,159
0.29% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
9,420
shares
|
$868,429
0.7% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
9,239
shares
|
$851,743
0.65% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,205
shares
|
$848,608
0.18% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,123
shares
|
$841,049
0.06% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,733
shares
|
$805,095
0.06% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
8,655
shares
|
$797,904
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
8,485
shares
|
$782,232
0.03% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
8,436
shares
|
$777,714
0.05% of portfolio
|
Q4 2024
Added 263.15%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,378
shares
|
$772,367
0.0% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
8,227
shares
|
$758,447
0.2% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,199
shares
|
$755,865
0.04% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
8,188
shares
|
$754,851
0.23% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,161
shares
|
$752,362
0.12% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,148
shares
|
$751,164
0.1% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
8,100
shares
|
$746,739
0.02% of portfolio
|
Q3 2021
Added 107.69%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,075
shares
|
$744,434
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,072
shares
|
$744,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,021
shares
|
$739,455
0.33% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,010
shares
|
$738,441
0.0% of portfolio
|
Q3 2024
Added 10.35%
|