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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,981
shares
|
$274,818
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,976
shares
|
$274,357
0.04% of portfolio
|
Q4 2024
Added 25.57%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
2,969
shares
|
$273,712
0.0% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,967
shares
|
$273,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,949
shares
|
$271,868
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,945
shares
|
$271,499
0.01% of portfolio
|
Q3 2024
Reduced 95.33%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$271,315
0.3% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
2,938
shares
|
$270,854
0.25% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
2,934
shares
|
$270,485
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,918
shares
|
$269,010
0.06% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,892
shares
|
$266,613
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Moneda S.A. Administradora General De Fondos
|
Nov 04, 2024 Q3 2024 |
2,873
shares
|
$264,861
0.23% of portfolio
|
Q3 2024
Reduced 64.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,862
shares
|
$263,847
0.05% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,838
shares
|
$261,635
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,810
shares
|
$259,053
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,733
shares
|
$251,955
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,726
shares
|
$251,309
0.01% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,713
shares
|
$250,111
0.06% of portfolio
|
Q2 2024
Reduced 53.98%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,691
shares
|
$248,083
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,636
shares
|
$243,012
0.0% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,584
shares
|
$238,218
0.04% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,583
shares
|
$238,126
0.35% of portfolio
|
Q4 2022
Added 66.75%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,580
shares
|
$237,850
0.27% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$237,665
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,539
shares
|
$234,070
0.02% of portfolio
|
Q4 2024
Reduced 4.44%
|