Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,049 institutions that hold shares in the stock, with a total of 350 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
12,634
shares
|
$1.18 Million
0.32% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
12,598
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
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
|
$1.17 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%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
12,315
shares
|
$1.15 Million
0.78% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,280
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
12,171
shares
|
$1.14 Million
0.83% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,121
shares
|
$1.13 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
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 55.15%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
12,023
shares
|
$1.12 Million
0.31% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
12,000
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
11,953
shares
|
$1.12 Million
0.7% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
11,951
shares
|
$1.12 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,948
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,877
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Added 52.15%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
11,838
shares
|
$1.11 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
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
11,746
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
11,590
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,441
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2023
Reduced 13.93%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
11,401
shares
|
$1.07 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
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 3.42%
|