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 |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
3,011
shares
|
$282,401
0.04% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
2,950
shares
|
$276,680
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$276,023
0.3% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,924
shares
|
$274,241
0.26% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,915
shares
|
$273,397
0.0% of portfolio
|
Q1 2025
Added 78.51%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,903
shares
|
$272,272
0.09% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,892
shares
|
$271,240
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,875
shares
|
$269,646
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moneda S.A. Administradora General De Fondos
|
Feb 06, 2025 Q4 2024 |
2,873
shares
|
$269,458
0.27% of portfolio
|
Q3 2024
Reduced 64.43%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,867
shares
|
$268,895
0.0% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,863
shares
|
$268,520
0.02% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
2,856
shares
|
$267,864
0.1% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
2,818
shares
|
$264,300
0.0% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,810
shares
|
$263,549
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,749
shares
|
$257,828
0.02% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,744
shares
|
$257,359
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
2,740
shares
|
$256,984
0.01% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,693
shares
|
$252,576
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,691
shares
|
$252,388
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,666
shares
|
$250,044
0.01% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,665
shares
|
$249,950
0.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,658
shares
|
$249,293
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,636
shares
|
$247,230
0.0% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
2,606
shares
|
$244,416
0.21% of portfolio
|
Q1 2025
Reduced 47.33%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
2,594
shares
|
$243,291
0.0% of portfolio
|
Q4 2024
Reduced 12.98%
|