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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
3,455
shares
|
$324,044
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
3,446
shares
|
$323,200
0.33% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
3,434
shares
|
$322,074
0.1% of portfolio
|
Q3 2024
Added 43.64%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
3,431
shares
|
$321,793
0.05% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
3,421
shares
|
$320,855
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3,421
shares
|
$320,855
0.01% of portfolio
|
Q1 2025
Added 5417.74%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
3,397
shares
|
$318,604
0.12% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,367
shares
|
$315,790
0.01% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,319
shares
|
$311,289
0.06% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
3,308
shares
|
$310,257
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,307
shares
|
$310,163
0.1% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
3,285
shares
|
$308,100
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,200
shares
|
$300,128
0.01% of portfolio
|
Q4 2024
Reduced 46.76%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,184
shares
|
$298,627
0.07% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
3,161
shares
|
$296,470
0.09% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,145
shares
|
$294,969
0.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,134
shares
|
$293,937
0.19% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,121
shares
|
$292,718
0.02% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
3,110
shares
|
$291,686
0.01% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,095
shares
|
$290,280
0.02% of portfolio
|
Q1 2025
Added 103066.67%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
3,082
shares
|
$289,060
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,081
shares
|
$288,966
0.22% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
3,045
shares
|
$285,590
0.05% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,041
shares
|
$285,215
0.03% of portfolio
|
Q1 2025
Reduced 50.99%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
3,032
shares
|
$284,371
0.1% of portfolio
|
Q4 2024
Reduced 7.25%
|