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 |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
55,544
shares
|
$5.2 Million
0.52% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
55,154
shares
|
$5.16 Million
2.24% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
54,860
shares
|
$5.13 Million
0.2% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
54,683
shares
|
$5.12 Million
0.35% of portfolio
|
Q4 2024
Added 782.7%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
53,329
shares
|
$4.99 Million
2.85% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
53,170
shares
|
$4.97 Million
1.38% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
52,163
shares
|
$4.88 Million
0.06% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
51,977
shares
|
$4.86 Million
0.65% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
51,611
shares
|
$4.83 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
51,439
shares
|
$4.81 Million
0.26% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
51,133
shares
|
$4.78 Million
0.06% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
51,100
shares
|
$4.78 Million
0.99% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
50,196
shares
|
$4.7 Million
0.01% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
50,114
shares
|
$4.69 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
49,587
shares
|
$4.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 75.88%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
49,457
shares
|
$4.63 Million
0.65% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
48,610
shares
|
$4.55 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,298
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
46,340
shares
|
$4.34 Million
0.48% of portfolio
|
Q4 2024
Added 27.76%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
46,245
shares
|
$4.33 Million
0.26% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,071
shares
|
$4.31 Million
0.14% of portfolio
|
Q4 2024
Reduced 46.24%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
45,800
shares
|
$4.28 Million
0.27% of portfolio
|
Q4 2024
Added 79.71%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
45,395
shares
|
$4.25 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
45,220
shares
|
$4.23 Million
0.81% of portfolio
|
Q3 2022
Reduced 32.61%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
45,094
shares
|
$4.22 Million
0.69% of portfolio
|
Q4 2024
Added 12.51%
|