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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
91,267
shares
|
$8.54 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
90,089
shares
|
$8.43 Million
0.01% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
90,000
shares
|
$8.42 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
89,700
shares
|
$8.39 Million
0.02% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
88,958
shares
|
$8.32 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
87,702
shares
|
$8.2 Million
0.5% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
87,157
shares
|
$8.15 Million
2.89% of portfolio
|
Q4 2024
Added 74.13%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
87,150
shares
|
$8.15 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
86,507
shares
|
$8.09 Million
1.68% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
86,108
shares
|
$8.06 Million
2.95% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
85,628
shares
|
$8.01 Million
0.24% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
85,461
shares
|
$7.99 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
85,316
shares
|
$7.98 Million
0.28% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
84,964
shares
|
$7.95 Million
0.65% of portfolio
|
Q4 2024
Reduced 98.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
84,802
shares
|
$7.93 Million
0.6% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
84,475
shares
|
$7.9 Million
1.74% of portfolio
|
Q4 2024
Reduced 55.96%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
83,971
shares
|
$7.86 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
83,738
shares
|
$7.83 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
83,484
shares
|
$7.81 Million
0.07% of portfolio
|
Q4 2024
Added 55.9%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
83,097
shares
|
$7.77 Million
2.9% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Park Avenue Institutional Advisers LLC
|
Feb 07, 2025 Q4 2024 |
82,790
shares
|
$7.75 Million
54.06% of portfolio
|
Q4 2024
Reduced 60.37%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
82,102
shares
|
$7.68 Million
2.52% of portfolio
|
Q4 2024
Added 2221.23%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
81,058
shares
|
$7.58 Million
2.63% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
80,473
shares
|
$7.53 Million
4.05% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
79,882
shares
|
$7.47 Million
1.62% of portfolio
|
Q4 2024
Added 661.14%
|