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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
366
shares
|
$34,327
0.01% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
357
shares
|
$33,483
0.02% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
353
shares
|
$33,107
0.06% of portfolio
|
Q3 2022
Reduced 26.76%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
350
shares
|
$32,826
0.01% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
349
shares
|
$32,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
340
shares
|
$31,888
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
335
shares
|
$31,419
0.07% of portfolio
|
Q3 2024
Reduced 74.09%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
325
shares
|
$30,481
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
325
shares
|
$30,481
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
320
shares
|
$30,012
0.0% of portfolio
|
Q1 2025
Added 51.66%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
316
shares
|
$29,637
0.01% of portfolio
|
Q1 2025
Reduced 87.71%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
315
shares
|
$29,543
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
279
shares
|
$26,167
0.0% of portfolio
|
Q4 2024
Added 29.77%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
277
shares
|
$25,979
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
273
shares
|
$25,604
0.0% of portfolio
|
Q3 2024
Reduced 72.73%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
273
shares
|
$25,604
0.02% of portfolio
|
Q4 2024
Reduced 90.71%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
270
shares
|
$25,323
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
262
shares
|
$24,572
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
246
shares
|
$23,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
241
shares
|
$22,603
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
235
shares
|
$22,040
0.01% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
223
shares
|
$20,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
222
shares
|
$20,821
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
218
shares
|
$20,446
0.01% of portfolio
|
Q1 2025
Added 1576.92%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
218
shares
|
$20,446
0.0% of portfolio
|
Q1 2025
New holding
|