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 |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
11,506
shares
|
$1.06 Million
0.7% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
11,490
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,441
shares
|
$1.05 Million
0.44% of portfolio
|
Q3 2023
Reduced 13.93%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
11,382
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 28.15%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,299
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
11,247
shares
|
$1.04 Million
0.88% of portfolio
|
Q4 2024
Added 20.19%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
11,205
shares
|
$1.03 Million
0.45% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
11,200
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 45.36%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,096
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
11,060
shares
|
$1.02 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
11,057
shares
|
$1.02 Million
0.3% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
10,981
shares
|
$1.01 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,929
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 167.15%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
10,818
shares
|
$997,203
0.05% of portfolio
|
Q4 2024
Reduced 42.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
10,756
shares
|
$991,488
0.0% of portfolio
|
Q3 2024
Reduced 52.82%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,701
shares
|
$986,418
0.01% of portfolio
|
Q3 2024
Added 51.44%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
10,688
shares
|
$985,219
0.28% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
10,572
shares
|
$974,526
0.32% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
10,527
shares
|
$970,378
0.09% of portfolio
|
Q3 2024
Reduced 18.16%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,513
shares
|
$969,088
0.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
10,495
shares
|
$967,429
0.24% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,425
shares
|
$960,976
0.0% of portfolio
|
Q3 2024
Added 42.65%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
10,382
shares
|
$957,012
0.01% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,113
shares
|
$932,216
0.06% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
10,111
shares
|
$932,031
0.22% of portfolio
|
Q4 2024
Added 23.05%
|