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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,833
shares
|
$629,934
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
6,785
shares
|
$625,509
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,721
shares
|
$619,608
0.03% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,718
shares
|
$619,332
0.14% of portfolio
|
Q2 2023
Reduced 12.8%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,533
shares
|
$602,277
0.0% of portfolio
|
Q3 2024
Added 184.66%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
6,528
shares
|
$601,816
0.23% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
6,506
shares
|
$599,788
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,489
shares
|
$598,220
0.03% of portfolio
|
Q3 2024
Added 38.8%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
6,460
shares
|
$595,547
0.34% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,410
shares
|
$590,937
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,379
shares
|
$588,080
0.28% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
6,285
shares
|
$579,414
0.19% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
6,202
shares
|
$571,762
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
6,199
shares
|
$571,485
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
6,190
shares
|
$570,656
0.02% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,116
shares
|
$563,834
0.01% of portfolio
|
Q3 2024
Added 176.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,075
shares
|
$560,054
0.07% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,040
shares
|
$556,827
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
6,030
shares
|
$555,905
0.37% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
6,026
shares
|
$555,536
0.34% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,010
shares
|
$554,061
0.03% of portfolio
|
Q3 2024
Added 87.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
5,935
shares
|
$547,147
0.0% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,905
shares
|
$544,381
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,876
shares
|
$541,708
0.02% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,824
shares
|
$536,914
0.01% of portfolio
|
Q3 2024
Reduced 87.23%
|