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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,963
shares
|
$734,108
0.02% of portfolio
|
Q3 2024
Reduced 54.89%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
7,881
shares
|
$726,549
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
7,835
shares
|
$722,308
0.45% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
7,800
shares
|
$719,082
0.23% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,788
shares
|
$717,975
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,787
shares
|
$717,883
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,785
shares
|
$717,699
0.04% of portfolio
|
Q4 2024
Reduced 34.54%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
7,735
shares
|
$713,089
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,722
shares
|
$711,891
0.02% of portfolio
|
Q4 2024
Reduced 20.55%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,716
shares
|
$711,338
0.25% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
7,658
shares
|
$705,991
0.3% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
7,636
shares
|
$703,962
0.1% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,570
shares
|
$697,878
0.07% of portfolio
|
Q4 2022
Added 8.08%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
7,534
shares
|
$694,559
0.43% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,465
shares
|
$688,198
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,417
shares
|
$683,773
0.03% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
7,373
shares
|
$679,716
0.43% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,315
shares
|
$674,369
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,204
shares
|
$664,136
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
7,198
shares
|
$663,583
0.19% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
7,069
shares
|
$651,691
0.51% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
7,068
shares
|
$651,598
0.12% of portfolio
|
Q3 2024
Added 9.99%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
6,920
shares
|
$637,954
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,899
shares
|
$636,018
0.41% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
6,847
shares
|
$631,224
0.19% of portfolio
|
Q4 2024
Reduced 29.43%
|