Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 996 institutions that hold shares in the stock, with a total of 362 Million shares, which have been reported (via 13F filing form) to have a value of $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
122
shares
|
$11,477
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
119
shares
|
$11,195
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
117
shares
|
$11,007
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
115
shares
|
$10,819
0.0% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
113
shares
|
$10,631
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
109
shares
|
$10,254
0.0% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
100
shares
|
$9,408
0.0% of portfolio
|
Q4 2022
Added 113.51%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
98
shares
|
$9,219
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
92
shares
|
$8,655
0.0% of portfolio
|
Q4 2023
Reduced 86.74%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
92
shares
|
$8,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
89
shares
|
$8,373
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
81
shares
|
$7,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
70
shares
|
$6,585
0.0% of portfolio
|
Q4 2024
Added 337.5%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
69
shares
|
$6,491
0.0% of portfolio
|
Q4 2024
Added 245.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
69
shares
|
$6,491
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
65
shares
|
$6,115
0.0% of portfolio
|
Q3 2024
Reduced 57.24%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
65
shares
|
$6,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$5,927
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
62
shares
|
$5,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
62
shares
|
$5,832
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
61
shares
|
$5,738
0.05% of portfolio
|
Q3 2021
Reduced 95.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61
shares
|
$5,738
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
60
shares
|
$5,644
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
60
shares
|
$5,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
57
shares
|
$5,362
0.0% of portfolio
|
Q4 2024
New holding
|