Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,019 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
75,986,265
shares
|
$7.13 Billion
0.6% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
51,720,881
shares
|
$4.85 Billion
0.39% of portfolio
|
Q4 2024
Added 49.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,613,643
shares
|
$2.5 Billion
0.83% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,858,016
shares
|
$2.05 Billion
0.84% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
19,701,940
shares
|
$1.85 Billion
0.73% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
14,523,151
shares
|
$1.36 Billion
0.36% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,535,034
shares
|
$801 Million
0.06% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
5,392,178
shares
|
$506 Million
1.5% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
4,833,636
shares
|
$453 Million
1.65% of portfolio
|
Q4 2024
Added 45.55%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,955,219
shares
|
$371 Million
1.34% of portfolio
|
Q2 2023
Added 27.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,906,155
shares
|
$366 Million
0.38% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
3,651,852
shares
|
$343 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
3,311,529
shares
|
$311 Million
2.03% of portfolio
|
Q4 2024
Added 6413.37%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,051,257
shares
|
$286 Million
1.65% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,931,127
shares
|
$275 Million
0.18% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,568,385
shares
|
$241 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
2,403,354
shares
|
$225 Million
2.74% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,259,258
shares
|
$212 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,081,712
shares
|
$195 Million
0.82% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
2,057,175
shares
|
$193 Million
0.25% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,019,792
shares
|
$189 Million
0.76% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,010,319
shares
|
$189 Million
3.06% of portfolio
|
Q2 2023
Added 9.95%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,970,053
shares
|
$185 Million
3.12% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,953,940
shares
|
$183 Million
0.62% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
1,825,317
shares
|
$171 Million
10.08% of portfolio
|
Q1 2025
Added 36.74%
|