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 |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$468,950
0.08% of portfolio
|
Q4 2024
Reduced 29.89%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,989
shares
|
$467,918
0.01% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,929
shares
|
$462,290
0.09% of portfolio
|
Q1 2024
Reduced 83.28%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,918
shares
|
$461,259
0.04% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
4,900
shares
|
$459,571
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
4,875
shares
|
$457,226
0.04% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
4,872
shares
|
$456,944
0.44% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
4,871
shares
|
$456,851
7.33% of portfolio
|
Q1 2023
Reduced 97.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
4,848
shares
|
$454,693
0.02% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
4,846
shares
|
$454,506
0.12% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
4,800
shares
|
$450,192
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
4,770
shares
|
$447,378
0.09% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
4,770
shares
|
$447,378
0.08% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,731
shares
|
$443,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,671
shares
|
$438,093
0.35% of portfolio
|
Q2 2023
Reduced 33.86%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
4,657
shares
|
$436,780
0.32% of portfolio
|
Q4 2024
Reduced 84.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,603
shares
|
$431,715
0.02% of portfolio
|
Q2 2020
Added 415.93%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
4,586
shares
|
$430,120
0.28% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,563
shares
|
$427,963
0.02% of portfolio
|
Q4 2024
Added 375.81%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,484
shares
|
$420,554
0.18% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
4,465
shares
|
$418,772
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
4,455
shares
|
$417,834
0.27% of portfolio
|
Q4 2024
Reduced 95.2%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,434
shares
|
$415,864
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
4,418
shares
|
$414,364
0.24% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
4,404
shares
|
$413,051
0.12% of portfolio
|
Q1 2025
Reduced 16.24%
|