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 |
|---|---|---|---|---|---|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
21,853
shares
|
$2.04 Million
0.5% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
21,645
shares
|
$2.02 Million
1.4% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
21,448
shares
|
$2.01 Million
0.28% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
21,087
shares
|
$1.97 Million
0.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
21,082
shares
|
$1.97 Million
0.57% of portfolio
|
Q4 2024
Added 47.36%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
20,889
shares
|
$1.95 Million
0.04% of portfolio
|
Q4 2024
Added 81.8%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
20,807
shares
|
$1.95 Million
1.31% of portfolio
|
Q2 2023
Reduced 45.64%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
20,756
shares
|
$1.94 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
20,492
shares
|
$1.92 Million
1.0% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
20,409
shares
|
$1.91 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
20,295
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
20,239
shares
|
$1.89 Million
0.12% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
20,130
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 29.07%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
20,077
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Added 110.36%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
20,015
shares
|
$1.87 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
19,896
shares
|
$1.86 Million
1.52% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
19,882
shares
|
$1.86 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
19,801
shares
|
$1.85 Million
0.73% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
19,678
shares
|
$1.84 Million
0.76% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
19,464
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
19,388
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
19,038
shares
|
$1.78 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
19,000
shares
|
$1.78 Million
1.2% of portfolio
|
Q4 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,960
shares
|
$1.77 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
18,890
shares
|
$1.77 Million
1.48% of portfolio
|
Q2 2024
Reduced 1.38%
|