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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,242
shares
|
$483,259
0.04% of portfolio
|
Q3 2024
Added 39.56%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,231
shares
|
$482,245
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
5,197
shares
|
$479,111
0.21% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
5,196
shares
|
$479,019
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
5,166
shares
|
$476,253
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
5,093
shares
|
$469,523
0.32% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
5,084
shares
|
$468,693
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
5,058
shares
|
$466,297
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,050
shares
|
$465,559
0.0% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
5,043
shares
|
$464,914
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,036
shares
|
$464,268
0.28% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$460,950
0.08% of portfolio
|
Q4 2024
Reduced 29.89%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
4,999
shares
|
$460,857
0.3% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,989
shares
|
$459,935
0.01% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,959
shares
|
$457,170
0.0% of portfolio
|
Q3 2024
Reduced 45.68%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
4,948
shares
|
$456,156
0.34% of portfolio
|
Q4 2024
Reduced 37.6%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
4,937
shares
|
$455,142
0.24% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,929
shares
|
$454,404
0.09% of portfolio
|
Q1 2024
Reduced 83.28%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,876
shares
|
$449,518
0.2% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
4,871
shares
|
$449,057
7.33% of portfolio
|
Q1 2023
Reduced 97.17%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,852
shares
|
$447,305
0.17% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
4,809
shares
|
$443,341
0.28% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
4,800
shares
|
$442,512
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,799
shares
|
$442,419
0.03% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,710
shares
|
$434,214
0.04% of portfolio
|
Q4 2024
Reduced 81.72%
|