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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
4,096
shares
|
$377,569
0.07% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,087
shares
|
$376,739
0.2% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
4,069
shares
|
$375,080
0.0% of portfolio
|
Q3 2024
Added 163.37%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,060
shares
|
$374,250
0.08% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,007
shares
|
$369,365
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,988
shares
|
$367,613
0.01% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
3,980
shares
|
$366,876
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
3,954
shares
|
$364,479
0.11% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,854
shares
|
$355,261
0.2% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,825
shares
|
$352,588
0.22% of portfolio
|
Q3 2024
Added 56.63%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
3,812
shares
|
$351,390
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
3,761
shares
|
$346,688
0.09% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,749
shares
|
$345,582
0.04% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
3,719
shares
|
$342,817
0.0% of portfolio
|
Q3 2024
Reduced 57.88%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,692
shares
|
$340,328
0.16% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
3,687
shares
|
$339,867
0.16% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,687
shares
|
$339,867
0.31% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
3,651
shares
|
$336,549
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,600
shares
|
$331,848
0.06% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,568
shares
|
$328,898
0.18% of portfolio
|
Q2 2024
Reduced 14.54%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
3,558
shares
|
$327,976
0.09% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,551
shares
|
$327,331
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,519
shares
|
$324,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,519
shares
|
$324,381
0.0% of portfolio
|
Q3 2024
Reduced 95.38%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$322,630
0.09% of portfolio
|
Q3 2023
Reduced 22.22%
|