Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 975 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $30.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
16,113
shares
|
$1.49 Million
0.2% of portfolio
|
Q3 2024
Added 96.67%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
16,078
shares
|
$1.48 Million
0.44% of portfolio
|
Q4 2020
Reduced 18.4%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,030
shares
|
$1.48 Million
0.89% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
16,005
shares
|
$1.48 Million
0.27% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
15,852
shares
|
$1.46 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,744
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
15,570
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
15,446
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2024
Added 96.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,206
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
15,063
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
15,019
shares
|
$1.38 Million
0.76% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
14,797
shares
|
$1.36 Million
0.13% of portfolio
|
Q4 2024
Added 33.93%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
14,791
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
14,669
shares
|
$1.35 Million
0.61% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
14,636
shares
|
$1.35 Million
1.25% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
14,490
shares
|
$1.34 Million
0.11% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
14,323
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
14,182
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
13,954
shares
|
$1.29 Million
0.16% of portfolio
|
Q4 2024
Added 44.8%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
13,872
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,628
shares
|
$1.26 Million
0.87% of portfolio
|
Q3 2022
Reduced 12.26%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
13,571
shares
|
$1.25 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
13,487
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,339
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,221
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.74%
|