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 |
|---|---|---|---|---|---|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
216,466
shares
|
$20.2 Million
5.29% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
215,703
shares
|
$20.2 Million
0.11% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
212,035
shares
|
$19.8 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
210,859
shares
|
$19.7 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,202
shares
|
$19.5 Million
0.12% of portfolio
|
Q2 2023
Reduced 24.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
207,197
shares
|
$19.4 Million
0.04% of portfolio
|
Q4 2024
Added 34.83%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
203,610
shares
|
$19 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
201,003
shares
|
$18.8 Million
0.43% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
199,850
shares
|
$18.7 Million
0.79% of portfolio
|
Q3 2024
Added 22.27%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
196,905
shares
|
$18.4 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
195,431
shares
|
$18.3 Million
2.65% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
195,335
shares
|
$18.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
192,781
shares
|
$18 Million
0.03% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
190,091
shares
|
$17.8 Million
1.56% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
189,300
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
187,049
shares
|
$17.5 Million
0.11% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
184,128
shares
|
$17.2 Million
0.82% of portfolio
|
Q4 2024
Reduced 35.55%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
183,579
shares
|
$17.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
181,011
shares
|
$16.9 Million
0.75% of portfolio
|
Q4 2024
Added 3248.95%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
177,461
shares
|
$16.6 Million
0.67% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
176,542
shares
|
$16.5 Million
0.09% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
175,631
shares
|
$16.4 Million
0.41% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
175,278
shares
|
$16.4 Million
1.51% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
174,770
shares
|
$16.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
173,743
shares
|
$16.2 Million
3.8% of portfolio
|
Q4 2024
Added 2.57%
|