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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
3,418
shares
|
$315,105
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,416
shares
|
$314,921
0.06% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
3,397
shares
|
$313,169
0.12% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,367
shares
|
$310,403
0.01% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,352
shares
|
$309,020
0.02% of portfolio
|
Q2 2024
Added 26.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,334
shares
|
$307,361
0.04% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,309
shares
|
$305,056
0.02% of portfolio
|
Q4 2024
Reduced 62.32%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
3,307
shares
|
$304,872
0.11% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
3,293
shares
|
$303,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
3,285
shares
|
$302,844
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
3,269
shares
|
$301,369
0.11% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,260
shares
|
$300,539
0.03% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,196
shares
|
$294,639
0.01% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,169
shares
|
$292,150
0.11% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
3,164
shares
|
$291,689
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,159
shares
|
$291,228
0.03% of portfolio
|
Q2 2024
Reduced 8.78%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,151
shares
|
$290,490
0.01% of portfolio
|
Q3 2024
Added 17.71%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,134
shares
|
$288,923
0.19% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,133
shares
|
$288,831
0.0% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
3,127
shares
|
$288,278
0.15% of portfolio
|
Q3 2023
Reduced 26.03%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
3,070
shares
|
$283,023
0.08% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
3,021
shares
|
$278,505
0.01% of portfolio
|
Q4 2024
Added 17.5%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,014
shares
|
$277,860
0.27% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$276,570
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,981
shares
|
$274,818
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|