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 |
|---|---|---|---|---|---|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
30,537
shares
|
$2.86 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
30,480
shares
|
$2.85 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
30,439
shares
|
$2.85 Million
0.04% of portfolio
|
Q4 2024
Added 26.07%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
30,080
shares
|
$2.81 Million
0.06% of portfolio
|
Q4 2024
Added 454.98%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
30,080
shares
|
$2.81 Million
1.09% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
30,003
shares
|
$2.81 Million
0.21% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
29,981
shares
|
$2.8 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
29,807
shares
|
$2.79 Million
0.15% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
29,644
shares
|
$2.77 Million
1.09% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
29,466
shares
|
$2.76 Million
1.1% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
29,380
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
28,898
shares
|
$2.7 Million
1.31% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,804
shares
|
$2.69 Million
0.04% of portfolio
|
Q4 2024
Reduced 48.69%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
28,566
shares
|
$2.67 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
27,943
shares
|
$2.61 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
27,829
shares
|
$2.6 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
27,433
shares
|
$2.57 Million
0.19% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
27,082
shares
|
$2.53 Million
0.03% of portfolio
|
Q4 2024
Added 365.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,614
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2022
Added 8.25%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,531
shares
|
$2.48 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
26,403
shares
|
$2.47 Million
0.08% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
26,204
shares
|
$2.45 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
26,190
shares
|
$2.45 Million
0.94% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
26,134
shares
|
$2.44 Million
1.78% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
25,807
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.86%
|