Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,046 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
12,565
shares
|
$1.17 Million
0.16% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
12,533
shares
|
$1.16 Million
1.33% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
12,354
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,280
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
12,262
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
12,174
shares
|
$1.13 Million
0.86% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
12,171
shares
|
$1.13 Million
0.83% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,121
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 173.36%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
12,074
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 55.15%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
12,000
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
11,953
shares
|
$1.11 Million
0.7% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
11,951
shares
|
$1.11 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,948
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
11,838
shares
|
$1.1 Million
0.87% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
11,818
shares
|
$1.1 Million
0.46% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
11,750
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
11,746
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,441
shares
|
$1.06 Million
0.44% of portfolio
|
Q3 2023
Reduced 13.93%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
11,401
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
11,378
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
11,222
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
11,167
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
11,153
shares
|
$1.04 Million
1.0% of portfolio
|
Q1 2025
Reduced 70.52%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
11,151
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
11,110
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 7.01%
|