Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,018 institutions that hold shares in the stock, with a total of 360 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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
5,959
shares
|
$558,894
0.35% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,897
shares
|
$553,079
0.02% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
5,883
shares
|
$551,766
0.05% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
5,788
shares
|
$542,856
0.32% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,786
shares
|
$542,668
0.06% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,724
shares
|
$536,853
0.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
5,639
shares
|
$528,881
0.32% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,598
shares
|
$525,036
0.0% of portfolio
|
Q4 2024
Reduced 75.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
5,570
shares
|
$522,410
0.02% of portfolio
|
Q4 2024
Reduced 35.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
5,536
shares
|
$519,221
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
5,482
shares
|
$514,156
0.05% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5,454
shares
|
$511,530
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
5,434
shares
|
$509,654
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
5,422
shares
|
$508,529
0.37% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
5,404
shares
|
$506,841
0.43% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
5,377
shares
|
$504,308
0.15% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,368
shares
|
$503,464
0.02% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
5,300
shares
|
$497,087
0.07% of portfolio
|
Q1 2025
Added 167.81%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
5,290
shares
|
$496,149
0.02% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
5,286
shares
|
$495,773
0.34% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
5,271
shares
|
$494,367
0.08% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
5,269
shares
|
$494,179
0.04% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
5,054
shares
|
$474,014
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,050
shares
|
$473,639
0.0% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
5,013
shares
|
$470,169
0.25% of portfolio
|
Q4 2024
Reduced 0.46%
|