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 |
|---|---|---|---|---|---|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
2,300
shares
|
$215,717
0.05% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
2,298
shares
|
$215,529
0.03% of portfolio
|
Q1 2025
Reduced 22.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,294
shares
|
$215,154
0.01% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,249
shares
|
$210,933
0.04% of portfolio
|
Q1 2025
Reduced 44.61%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,214
shares
|
$207,651
0.01% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
2,209
shares
|
$207,182
0.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
2,201
shares
|
$206,431
0.09% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,189
shares
|
$205,306
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,156
shares
|
$202,211
0.04% of portfolio
|
Q1 2025
Reduced 43.1%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,137
shares
|
$200,429
0.08% of portfolio
|
Q1 2025
Reduced 55.96%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
2,100
shares
|
$196,959
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,051
shares
|
$192,363
0.13% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,954
shares
|
$183,265
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
1,950
shares
|
$182,890
0.04% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,906
shares
|
$178,763
0.03% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,906
shares
|
$178,763
0.0% of portfolio
|
Q1 2024
Added 1927.66%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,880
shares
|
$176,325
0.0% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,781
shares
|
$167,039
0.1% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,777
shares
|
$166,664
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,757
shares
|
$164,789
0.0% of portfolio
|
Q4 2024
Reduced 45.03%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,756
shares
|
$164,695
0.05% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,755
shares
|
$164,601
0.02% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,750
shares
|
$164,132
0.04% of portfolio
|
Q3 2023
Reduced 21.7%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,733
shares
|
$162,538
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,657
shares
|
$155,410
0.05% of portfolio
|
Q1 2025
Reduced 19.45%
|