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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,133
shares
|
$286,481
0.0% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
3,070
shares
|
$280,720
0.08% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
3,021
shares
|
$276,240
0.01% of portfolio
|
Q4 2024
Added 17.5%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
3,014
shares
|
$275,600
0.26% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$274,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,981
shares
|
$272,582
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,976
shares
|
$272,125
0.04% of portfolio
|
Q4 2024
Added 25.57%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
2,969
shares
|
$271,485
0.0% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,949
shares
|
$269,656
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$269,107
0.3% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
2,934
shares
|
$268,284
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,918
shares
|
$266,821
0.06% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,903
shares
|
$265,450
0.09% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,892
shares
|
$264,444
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,875
shares
|
$262,890
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moneda S.A. Administradora General De Fondos
|
Feb 06, 2025 Q4 2024 |
2,873
shares
|
$262,707
0.27% of portfolio
|
Q3 2024
Reduced 64.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,863
shares
|
$261,792
0.02% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,862
shares
|
$261,701
0.05% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,838
shares
|
$259,506
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,810
shares
|
$256,946
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,733
shares
|
$249,905
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,726
shares
|
$249,265
0.01% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,713
shares
|
$248,076
0.06% of portfolio
|
Q2 2024
Reduced 53.98%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,691
shares
|
$246,065
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,666
shares
|
$243,779
0.01% of portfolio
|
Q4 2024
Reduced 22.0%
|