Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,003 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 $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
303,740
shares
|
$28.4 Million
1.67% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
302,201
shares
|
$28.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
293,979
shares
|
$27.5 Million
0.39% of portfolio
|
Q4 2024
Added 54.67%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
293,125
shares
|
$27.4 Million
3.63% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
288,541
shares
|
$27 Million
2.74% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
288,507
shares
|
$27 Million
0.26% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
280,343
shares
|
$26.2 Million
3.29% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
275,859
shares
|
$25.8 Million
0.31% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
270,756
shares
|
$25.3 Million
0.98% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
266,353
shares
|
$24.9 Million
0.0% of portfolio
|
Q4 2024
Added 153.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
266,129
shares
|
$24.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
257,553
shares
|
$24.1 Million
0.5% of portfolio
|
Q4 2024
Added 70.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
256,687
shares
|
$24 Million
0.68% of portfolio
|
Q1 2023
Added 24.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
253,102
shares
|
$23.7 Million
0.05% of portfolio
|
Q4 2024
Added 162.13%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
245,350
shares
|
$22.9 Million
1.84% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
243,000
shares
|
$22.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
239,714
shares
|
$22.4 Million
3.51% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
238,578
shares
|
$22.3 Million
0.04% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
237,670
shares
|
$22.2 Million
2.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
235,390
shares
|
$22 Million
3.98% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
230,320
shares
|
$21.5 Million
3.21% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
227,244
shares
|
$21.2 Million
0.26% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,563
shares
|
$21 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
219,688
shares
|
$20.5 Million
11.94% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
217,461
shares
|
$20.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.26%
|