Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 963 institutions that hold shares in the stock, with a total of 330 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
74,159,744
shares
|
$6.84 Billion
0.6% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
34,664,743
shares
|
$3.2 Billion
0.27% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
27,433,729
shares
|
$2.53 Billion
0.87% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,189,697
shares
|
$1.77 Billion
0.84% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
18,265,598
shares
|
$1.68 Billion
0.72% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
13,986,668
shares
|
$1.29 Billion
0.35% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,945,448
shares
|
$732 Million
0.06% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,867,483
shares
|
$449 Million
1.4% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,955,219
shares
|
$365 Million
1.34% of portfolio
|
Q2 2023
Added 27.79%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,701,493
shares
|
$341 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,550,412
shares
|
$327 Million
0.37% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,439,456
shares
|
$317 Million
1.82% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
3,320,848
shares
|
$306 Million
1.14% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,024,334
shares
|
$279 Million
1.04% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,809,438
shares
|
$259 Million
0.17% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,596,575
shares
|
$239 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
2,398,912
shares
|
$221 Million
5.66% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,389,977
shares
|
$220 Million
0.98% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,347,565
shares
|
$216 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,259,258
shares
|
$208 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,010,319
shares
|
$185 Million
3.06% of portfolio
|
Q2 2023
Added 9.95%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,923,148
shares
|
$177 Million
5.77% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
1,909,245
shares
|
$176 Million
0.24% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,818,868
shares
|
$168 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,714,273
shares
|
$158 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.67%
|