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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,583
shares
|
$242,259
0.01% of portfolio
|
Q1 2025
Reduced 98.19%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,583
shares
|
$242,259
0.35% of portfolio
|
Q4 2022
Added 66.75%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,582
shares
|
$242,165
0.03% of portfolio
|
Q1 2025
Reduced 96.58%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,580
shares
|
$241,978
0.27% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$241,790
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
2,571
shares
|
$241,134
0.01% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,539
shares
|
$238,132
0.02% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$235,600
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,508
shares
|
$235,225
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
2,492
shares
|
$233,724
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
2,489
shares
|
$233,443
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
2,485
shares
|
$233,068
0.09% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,473
shares
|
$231,942
0.05% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,460
shares
|
$230,723
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,458
shares
|
$230,535
0.34% of portfolio
|
Q4 2024
Reduced 42.42%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,449
shares
|
$229,691
0.0% of portfolio
|
Q4 2024
Reduced 50.62%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
2,441
shares
|
$228,941
0.01% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
2,430
shares
|
$227,909
0.04% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,424
shares
|
$227,346
0.03% of portfolio
|
Q4 2024
Reduced 16.93%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
2,393
shares
|
$224,439
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$221,907
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
2,342
shares
|
$219,656
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
2,325
shares
|
$218,061
0.07% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
2,303
shares
|
$215,998
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$215,810
0.03% of portfolio
|
Q2 2024
New holding
|