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 |
|---|---|---|---|---|---|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
6,202
shares
|
$571,700
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
6,199
shares
|
$571,423
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
6,190
shares
|
$570,594
0.02% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,116
shares
|
$563,772
0.01% of portfolio
|
Q3 2024
Added 176.49%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
6,065
shares
|
$559,071
0.03% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,040
shares
|
$556,767
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
6,030
shares
|
$555,845
0.37% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
6,026
shares
|
$555,476
0.34% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,010
shares
|
$554,001
0.03% of portfolio
|
Q3 2024
Added 87.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
5,935
shares
|
$547,088
0.0% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,905
shares
|
$544,322
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,876
shares
|
$541,649
0.02% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,824
shares
|
$536,856
0.01% of portfolio
|
Q3 2024
Reduced 87.23%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
5,792
shares
|
$533,906
0.17% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,786
shares
|
$533,353
0.06% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
5,766
shares
|
$531,509
0.05% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,759
shares
|
$530,864
0.02% of portfolio
|
Q4 2024
Added 26.27%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
5,750
shares
|
$530,035
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
5,720
shares
|
$527,269
0.11% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,690
shares
|
$524,504
0.35% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
5,660
shares
|
$521,738
0.4% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
5,639
shares
|
$519,803
0.32% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,632
shares
|
$519,157
0.04% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
5,588
shares
|
$515,101
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
5,544
shares
|
$511,045
0.11% of portfolio
|
Q3 2024
Reduced 6.3%
|