Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 978 institutions that hold shares in the stock, with a total of 356 Million shares, which have been reported (via 13F filing form) to have a value of $32.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,632
shares
|
$518,538
0.04% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,598
shares
|
$515,407
0.0% of portfolio
|
Q4 2024
Reduced 75.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
5,588
shares
|
$514,487
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
5,570
shares
|
$512,829
0.02% of portfolio
|
Q4 2024
Reduced 35.64%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,538
shares
|
$509,883
0.05% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
5,536
shares
|
$509,699
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,526
shares
|
$508,778
0.04% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5,454
shares
|
$502,149
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
5,434
shares
|
$500,308
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
5,384
shares
|
$495,704
0.27% of portfolio
|
Q4 2024
Reduced 21.81%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
5,378
shares
|
$495,152
0.09% of portfolio
|
Q4 2024
Reduced 92.01%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
5,377
shares
|
$495,060
0.15% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
5,325
shares
|
$490,272
0.24% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
5,296
shares
|
$487,602
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
5,290
shares
|
$487,050
0.02% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
5,270
shares
|
$485,208
0.32% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
5,258
shares
|
$484,104
0.1% of portfolio
|
Q4 2024
Added 35.48%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
5,197
shares
|
$478,487
0.21% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
5,196
shares
|
$478,395
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
5,166
shares
|
$475,633
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
5,093
shares
|
$468,912
0.32% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
5,084
shares
|
$468,083
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,050
shares
|
$464,953
0.0% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
5,043
shares
|
$464,309
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,036
shares
|
$463,664
0.28% of portfolio
|
Q3 2024
Reduced 16.95%
|