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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
425,425
shares
|
$39.8 Million
0.38% of portfolio
|
Q4 2024
Added 28.53%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
419,846
shares
|
$39.3 Million
0.09% of portfolio
|
Q4 2024
Added 122.51%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
410,733
shares
|
$38.4 Million
0.51% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
405,903
shares
|
$38 Million
0.06% of portfolio
|
Q4 2024
Added 25.09%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
401,514
shares
|
$37.6 Million
0.62% of portfolio
|
Q4 2024
Reduced 24.04%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
397,945
shares
|
$37.2 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
397,496
shares
|
$37.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
393,696
shares
|
$36.8 Million
3.5% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
387,672
shares
|
$36.3 Million
1.33% of portfolio
|
Q1 2022
Reduced 13.4%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
371,962
shares
|
$34.8 Million
1.93% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
370,039
shares
|
$34.6 Million
0.7% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367,979
shares
|
$34.4 Million
9.35% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
356,061
shares
|
$33.3 Million
0.38% of portfolio
|
Q1 2024
Added 13.95%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
350,597
shares
|
$32.8 Million
2.93% of portfolio
|
Q4 2024
Reduced 62.08%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
347,204
shares
|
$32.5 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
346,492
shares
|
$32.4 Million
0.2% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
344,878
shares
|
$32.3 Million
0.36% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
338,060
shares
|
$31.6 Million
0.26% of portfolio
|
Q4 2021
Added 63.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
335,240
shares
|
$31.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 74.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
332,288
shares
|
$31.1 Million
1.01% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
318,157
shares
|
$29.8 Million
0.02% of portfolio
|
Q4 2024
Added 114.9%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
316,189
shares
|
$29.6 Million
2.72% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
309,975
shares
|
$29 Million
3.13% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
309,641
shares
|
$29 Million
1.92% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
307,008
shares
|
$28.7 Million
1.32% of portfolio
|
Q4 2024
Added 2.02%
|