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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
16,708
shares
|
$1.56 Million
0.12% of portfolio
|
Q4 2024
Added 100.79%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
16,613
shares
|
$1.55 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,594
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2022
Added 568.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
16,446
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
16,234
shares
|
$1.52 Million
0.57% of portfolio
|
Q4 2024
Added 20.86%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
16,078
shares
|
$1.5 Million
0.44% of portfolio
|
Q4 2020
Reduced 18.4%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
16,005
shares
|
$1.5 Million
0.27% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
15,852
shares
|
$1.48 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,744
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Kepos Capital LP
New York, NY |
Feb 11, 2025 Q4 2024 |
15,700
shares
|
$1.47 Million
1.24% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
15,446
shares
|
$1.44 Million
0.14% of portfolio
|
Q4 2024
Added 96.14%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
15,339
shares
|
$1.43 Million
0.15% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,206
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
15,149
shares
|
$1.42 Million
0.57% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
15,043
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 338.7%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
14,985
shares
|
$1.4 Million
0.49% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
14,879
shares
|
$1.39 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
14,840
shares
|
$1.39 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
14,797
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2024
Added 33.93%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
14,791
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
14,636
shares
|
$1.37 Million
1.25% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
14,561
shares
|
$1.36 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,556
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 363800.0%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
14,490
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
14,323
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Added 2.06%
|