Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 950 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
20,015
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
20,012
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
19,896
shares
|
$1.82 Million
1.52% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
19,620
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
19,543
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
19,530
shares
|
$1.79 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
19,448
shares
|
$1.78 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
19,387
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
19,146
shares
|
$1.75 Million
0.77% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
19,038
shares
|
$1.74 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
19,000
shares
|
$1.74 Million
1.41% of portfolio
|
Q4 2023
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
18,890
shares
|
$1.73 Million
1.48% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
18,881
shares
|
$1.73 Million
1.33% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
18,631
shares
|
$1.71 Million
0.25% of portfolio
|
Q3 2024
Added 57.44%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
18,559
shares
|
$1.7 Million
2.59% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
18,396
shares
|
$1.69 Million
0.16% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
18,300
shares
|
$1.68 Million
0.77% of portfolio
|
Q3 2024
Reduced 25.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
18,069
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.31%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
18,045
shares
|
$1.65 Million
0.86% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
17,954
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,917
shares
|
$1.64 Million
0.1% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
17,857
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
17,643
shares
|
$1.62 Million
0.42% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,518
shares
|
$1.61 Million
0.33% of portfolio
|
Q1 2023
Reduced 10.73%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
17,425
shares
|
$1.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.56%
|