Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 972 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,636
shares
|
$242,986
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
|
$238,193
0.04% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,583
shares
|
$238,100
0.35% of portfolio
|
Q4 2022
Added 66.75%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,580
shares
|
$237,824
0.27% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$237,640
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
2,571
shares
|
$236,994
0.01% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,539
shares
|
$234,045
0.02% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$232,846
0.0% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$231,556
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
2,485
shares
|
$229,067
0.08% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,484
shares
|
$228,975
0.01% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,482
shares
|
$228,790
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,473
shares
|
$227,961
0.05% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$225,841
0.01% of portfolio
|
Q3 2024
Reduced 45.4%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,442
shares
|
$225,103
0.09% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,437
shares
|
$224,642
0.0% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,389
shares
|
$220,218
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$218,097
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,355
shares
|
$217,083
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
2,342
shares
|
$215,885
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,339
shares
|
$215,609
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
2,310
shares
|
$212,935
0.17% of portfolio
|
Q3 2024
Reduced 45.27%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$212,106
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,300
shares
|
$212,014
0.05% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,254
shares
|
$207,773
0.03% of portfolio
|
Q4 2024
Reduced 2.13%
|