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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
670,014
shares
|
$62.7 Million
2.85% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
669,913
shares
|
$62.6 Million
12.73% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
661,944
shares
|
$61.9 Million
1.69% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
627,634
shares
|
$58.7 Million
7.64% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
603,040
shares
|
$56.4 Million
0.08% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
600,000
shares
|
$56.1 Million
0.29% of portfolio
|
Q2 2024
Reduced 61.68%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
566,286
shares
|
$53 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
562,493
shares
|
$52.6 Million
2.64% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
558,802
shares
|
$52.3 Million
0.74% of portfolio
|
Q4 2024
Added 838.64%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
550,000
shares
|
$51.4 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
548,000
shares
|
$51.2 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
531,254
shares
|
$49.7 Million
3.75% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
530,243
shares
|
$49.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
521,606
shares
|
$48.8 Million
0.12% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
506,988
shares
|
$47.4 Million
1.13% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
500,782
shares
|
$46.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Korea Investment Corp
Seoul, M5 |
Feb 12, 2025 Q4 2024 |
500,000
shares
|
$46.8 Million
0.11% of portfolio
|
Q3 2017
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
471,907
shares
|
$44.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Johns Hopkins University
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
466,020
shares
|
$43.6 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
463,700
shares
|
$43.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
457,466
shares
|
$42.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 26.53%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
455,033
shares
|
$42.6 Million
3.37% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
449,278
shares
|
$42 Million
7.16% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
442,364
shares
|
$41.4 Million
4.13% of portfolio
|
Q2 2023
Added 120.67%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
427,214
shares
|
$39.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|