Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,018 institutions that hold shares in the stock, with a total of 360 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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,788
shares
|
$730,436
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
7,782
shares
|
$729,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
7,719
shares
|
$723,965
0.09% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
7,608
shares
|
$713,554
0.18% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,599
shares
|
$712,710
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
7,599
shares
|
$712,710
0.21% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
7,592
shares
|
$712,053
0.4% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
7,580
shares
|
$710,928
0.02% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,570
shares
|
$709,990
0.07% of portfolio
|
Q4 2022
Added 8.08%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
7,494
shares
|
$702,862
0.12% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,470
shares
|
$700,611
0.05% of portfolio
|
Q1 2025
Reduced 23.51%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
7,468
shares
|
$700,423
0.16% of portfolio
|
Q1 2025
Reduced 26.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,426
shares
|
$696,484
0.07% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
7,396
shares
|
$693,670
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,390
shares
|
$693,108
0.11% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,204
shares
|
$675,663
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
7,142
shares
|
$669,848
0.02% of portfolio
|
Q1 2025
Added 34.86%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
7,135
shares
|
$669,191
0.77% of portfolio
|
Q1 2025
Reduced 62.52%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,074
shares
|
$663,470
0.1% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
7,030
shares
|
$659,343
0.19% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,028
shares
|
$659,156
0.46% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
7,000
shares
|
$656,530
0.02% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,989
shares
|
$655,498
0.22% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,915
shares
|
$648,557
0.01% of portfolio
|
Q1 2025
Reduced 65.56%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
6,892
shares
|
$646,400
0.52% of portfolio
|
Q1 2025
Reduced 10.9%
|