Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 972 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,465
shares
|
$688,123
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,426
shares
|
$684,528
0.07% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,417
shares
|
$683,699
0.03% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
7,373
shares
|
$679,643
0.43% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,315
shares
|
$674,296
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,204
shares
|
$664,064
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
7,198
shares
|
$663,511
0.19% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
7,069
shares
|
$651,620
0.51% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
7,068
shares
|
$651,528
0.12% of portfolio
|
Q3 2024
Added 9.99%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,899
shares
|
$635,949
0.41% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
6,847
shares
|
$631,156
0.19% of portfolio
|
Q4 2024
Reduced 29.43%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,833
shares
|
$629,865
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
6,785
shares
|
$625,441
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,721
shares
|
$619,541
0.03% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,718
shares
|
$619,265
0.14% of portfolio
|
Q2 2023
Reduced 12.8%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,533
shares
|
$602,211
0.0% of portfolio
|
Q3 2024
Added 184.66%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
6,528
shares
|
$601,751
0.23% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
6,506
shares
|
$599,723
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,489
shares
|
$598,156
0.03% of portfolio
|
Q3 2024
Added 38.8%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
6,460
shares
|
$595,482
0.34% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,410
shares
|
$590,873
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,379
shares
|
$588,016
0.28% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
6,289
shares
|
$579,720
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
6,285
shares
|
$579,351
0.19% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,205
shares
|
$571,976
0.06% of portfolio
|
Q4 2024
Reduced 43.87%
|