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 |
|---|---|---|---|---|---|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
35,242
shares
|
$3.23 Million
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
34,834
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
34,311
shares
|
$3.14 Million
1.24% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
34,209
shares
|
$3.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.69%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
34,003
shares
|
$3.12 Million
0.99% of portfolio
|
Q3 2024
Added 23.03%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
33,711
shares
|
$3.09 Million
0.3% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
33,571
shares
|
$3.08 Million
0.24% of portfolio
|
Q4 2023
Added 6.59%
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
32,900
shares
|
$3.02 Million
2.64% of portfolio
|
Q3 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32,752
shares
|
$3 Million
5.55% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,554
shares
|
$2.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
32,203
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
31,756
shares
|
$2.91 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
31,617
shares
|
$2.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
31,535
shares
|
$2.89 Million
0.29% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
31,087
shares
|
$2.85 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
30,894
shares
|
$2.83 Million
2.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
30,343
shares
|
$2.78 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
30,343
shares
|
$2.78 Million
0.35% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
30,121
shares
|
$2.76 Million
1.13% of portfolio
|
Q3 2024
Added 64.88%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
30,080
shares
|
$2.76 Million
1.09% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
30,080
shares
|
$2.76 Million
0.06% of portfolio
|
Q4 2024
Added 454.98%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
29,694
shares
|
$2.72 Million
0.51% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
29,495
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Added 28.28%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
29,466
shares
|
$2.7 Million
1.1% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,393
shares
|
$2.69 Million
0.2% of portfolio
|
Q3 2024
Added 5.91%
|