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 |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
3,918
shares
|
$367,469
0.0% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
3,897
shares
|
$365,499
0.25% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
3,883
shares
|
$364,186
0.29% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,825
shares
|
$358,746
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,784
shares
|
$354,901
0.07% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
3,784
shares
|
$354,901
0.11% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
3,776
shares
|
$354,151
0.12% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,755
shares
|
$352,181
0.05% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,745
shares
|
$351,243
0.03% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,712
shares
|
$348,148
0.01% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,692
shares
|
$346,272
0.16% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
3,687
shares
|
$345,803
0.16% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
3,683
shares
|
$345,428
0.19% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
3,651
shares
|
$342,427
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
3,631
shares
|
$340,551
0.15% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
3,621
shares
|
$339,613
0.15% of portfolio
|
Q1 2025
Reduced 30.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,600
shares
|
$337,644
0.06% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,568
shares
|
$334,642
0.18% of portfolio
|
Q2 2024
Reduced 14.54%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
3,559
shares
|
$333,798
0.17% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
3,558
shares
|
$333,704
0.09% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
3,551
shares
|
$333,048
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
3,532
shares
|
$331,266
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,519
shares
|
$330,047
0.0% of portfolio
|
Q3 2024
Reduced 95.38%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,519
shares
|
$330,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
3,500
shares
|
$328,265
0.08% of portfolio
|
Q3 2023
Reduced 22.22%
|