Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,002 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 $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
18,881
shares
|
$1.76 Million
1.33% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
18,793
shares
|
$1.75 Million
0.24% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
18,741
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 235.38%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
18,681
shares
|
$1.74 Million
0.98% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
18,581
shares
|
$1.73 Million
0.17% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
18,559
shares
|
$1.73 Million
2.59% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
18,396
shares
|
$1.71 Million
0.16% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
18,368
shares
|
$1.71 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,362
shares
|
$1.71 Million
0.92% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,175
shares
|
$1.69 Million
0.54% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
18,069
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.31%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
18,045
shares
|
$1.68 Million
0.86% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
17,924
shares
|
$1.67 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
17,643
shares
|
$1.64 Million
0.42% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,518
shares
|
$1.63 Million
0.29% of portfolio
|
Q1 2023
Reduced 10.73%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
17,448
shares
|
$1.62 Million
0.41% of portfolio
|
Q4 2024
Added 18865.22%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
17,425
shares
|
$1.62 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
17,362
shares
|
$1.61 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
17,200
shares
|
$1.6 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
17,134
shares
|
$1.59 Million
0.29% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
17,044
shares
|
$1.59 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
17,004
shares
|
$1.58 Million
0.51% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
16,831
shares
|
$1.57 Million
0.2% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
16,787
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
16,725
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.07%
|