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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,988
shares
|
$367,653
0.01% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
3,954
shares
|
$364,519
0.11% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,854
shares
|
$355,300
0.2% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,825
shares
|
$352,626
0.22% of portfolio
|
Q3 2024
Added 56.63%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
3,812
shares
|
$351,428
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
3,761
shares
|
$346,726
0.09% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,749
shares
|
$345,620
0.04% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
3,719
shares
|
$342,854
0.0% of portfolio
|
Q3 2024
Reduced 57.88%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,687
shares
|
$339,904
0.31% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
3,651
shares
|
$336,585
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,600
shares
|
$331,884
0.06% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,568
shares
|
$328,933
0.18% of portfolio
|
Q2 2024
Reduced 14.54%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
3,558
shares
|
$328,012
0.09% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,551
shares
|
$327,366
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,540
shares
|
$326,352
0.16% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3,537
shares
|
$326,076
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,519
shares
|
$324,416
0.0% of portfolio
|
Q3 2024
Reduced 95.38%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$322,665
0.09% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,489
shares
|
$321,650
0.08% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,467
shares
|
$319,622
0.04% of portfolio
|
Q3 2024
Reduced 36.1%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,457
shares
|
$318,700
0.1% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,450
shares
|
$318,055
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,448
shares
|
$317,871
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,429
shares
|
$316,119
0.03% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
3,421
shares
|
$315,381
0.08% of portfolio
|
Q4 2024
New holding
|