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 |
|---|---|---|---|---|---|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,583
shares
|
$241,639
0.35% of portfolio
|
Q4 2022
Added 66.75%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,580
shares
|
$241,359
0.27% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$241,171
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
2,571
shares
|
$240,517
0.13% of portfolio
|
Q4 2024
Reduced 92.7%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
2,571
shares
|
$240,517
0.01% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,539
shares
|
$237,523
0.02% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$234,997
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,508
shares
|
$234,623
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
2,492
shares
|
$233,126
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
2,485
shares
|
$232,471
0.08% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,484
shares
|
$232,378
0.01% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,473
shares
|
$231,349
0.05% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,460
shares
|
$230,133
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,449
shares
|
$229,103
0.0% of portfolio
|
Q4 2024
Reduced 50.62%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,442
shares
|
$228,449
0.09% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,424
shares
|
$226,765
0.03% of portfolio
|
Q4 2024
Reduced 16.93%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
2,393
shares
|
$223,865
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$221,339
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
2,342
shares
|
$219,094
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,339
shares
|
$218,813
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
2,303
shares
|
$215,445
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$215,258
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,300
shares
|
$215,165
0.05% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,254
shares
|
$210,861
0.03% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
2,219
shares
|
$207,587
0.07% of portfolio
|
Q4 2024
New holding
|