Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,003 institutions that hold shares in the stock, with a total of 362 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,788
shares
|
$729,501
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,785
shares
|
$729,220
0.04% of portfolio
|
Q4 2024
Reduced 34.54%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
7,782
shares
|
$728,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
7,735
shares
|
$724,537
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,722
shares
|
$723,319
0.02% of portfolio
|
Q4 2024
Reduced 20.55%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,716
shares
|
$722,757
0.25% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,693
shares
|
$720,603
0.37% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,599
shares
|
$711,798
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
7,599
shares
|
$711,798
0.21% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
7,592
shares
|
$711,142
0.4% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
7,580
shares
|
$710,018
0.02% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,570
shares
|
$709,081
0.07% of portfolio
|
Q4 2022
Added 8.08%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
7,534
shares
|
$705,709
0.43% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,520
shares
|
$704,398
0.01% of portfolio
|
Q4 2024
Added 117.97%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
7,494
shares
|
$701,962
0.12% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,465
shares
|
$699,246
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,426
shares
|
$695,593
0.07% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,204
shares
|
$674,798
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
7,198
shares
|
$674,236
0.19% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,074
shares
|
$662,621
0.1% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
7,069
shares
|
$662,153
0.51% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
7,000
shares
|
$655,690
0.02% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,899
shares
|
$646,229
0.41% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
6,847
shares
|
$641,358
0.19% of portfolio
|
Q4 2024
Reduced 29.43%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,833
shares
|
$640,047
0.14% of portfolio
|
Q3 2022
New holding
|