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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
171,599
shares
|
$16 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
165,828
shares
|
$15.5 Million
4.45% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
164,367
shares
|
$15.4 Million
0.09% of portfolio
|
Q3 2024
Added 68.13%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
164,280
shares
|
$15.4 Million
0.75% of portfolio
|
Q4 2024
Added 45.53%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
163,831
shares
|
$15.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
162,822
shares
|
$15.2 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
159,356
shares
|
$14.9 Million
2.88% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
159,303
shares
|
$14.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
158,880
shares
|
$14.9 Million
1.84% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
158,857
shares
|
$14.9 Million
0.53% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
157,047
shares
|
$14.7 Million
0.13% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
155,925
shares
|
$14.6 Million
0.42% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Parnassus Investments, LLC
|
Feb 10, 2025 Q4 2024 |
155,000
shares
|
$14.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 33.41%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
154,187
shares
|
$14.4 Million
0.1% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
152,867
shares
|
$14.3 Million
7.36% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
151,619
shares
|
$14.2 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
150,912
shares
|
$14.1 Million
0.49% of portfolio
|
Q4 2024
Added 312.14%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
150,852
shares
|
$14.1 Million
0.9% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
149,964
shares
|
$14 Million
1.71% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
146,829
shares
|
$13.7 Million
1.64% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
145,978
shares
|
$13.7 Million
0.66% of portfolio
|
Q2 2023
Added 15.39%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
145,793
shares
|
$13.6 Million
2.48% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
143,001
shares
|
$13.4 Million
5.27% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
142,993
shares
|
$13.4 Million
0.65% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
142,986
shares
|
$13.4 Million
2.06% of portfolio
|
Q4 2024
Added 2.92%
|