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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
5,792
shares
|
$533,964
0.17% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,786
shares
|
$533,411
0.06% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,786
shares
|
$533,411
0.16% of portfolio
|
Q2 2022
Reduced 8.95%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
5,766
shares
|
$531,567
0.05% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,759
shares
|
$530,922
0.02% of portfolio
|
Q4 2024
Added 26.27%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
5,750
shares
|
$530,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
5,720
shares
|
$527,326
0.11% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,690
shares
|
$524,561
0.35% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
5,660
shares
|
$521,795
0.4% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
5,639
shares
|
$519,859
0.32% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,632
shares
|
$519,214
0.04% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
5,588
shares
|
$515,157
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
5,544
shares
|
$511,101
0.11% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
5,544
shares
|
$511,101
0.12% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
5,542
shares
|
$510,916
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,538
shares
|
$510,548
0.05% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,526
shares
|
$509,441
0.04% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
5,444
shares
|
$501,882
0.39% of portfolio
|
Q2 2024
Reduced 47.44%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
5,384
shares
|
$496,350
0.27% of portfolio
|
Q4 2024
Reduced 21.81%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
5,378
shares
|
$495,797
0.09% of portfolio
|
Q4 2024
Reduced 92.01%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
5,377
shares
|
$495,705
0.15% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
5,337
shares
|
$492,018
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
5,325
shares
|
$490,911
0.24% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
5,270
shares
|
$485,841
0.32% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
5,258
shares
|
$484,735
0.1% of portfolio
|
Q4 2024
Added 35.48%
|