Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,050 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
94,091
shares
|
$8.8 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
93,470
shares
|
$8.75 Million
3.21% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
92,986
shares
|
$8.7 Million
0.14% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
92,820
shares
|
$8.68 Million
1.8% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
92,525
shares
|
$8.66 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
91,725
shares
|
$8.58 Million
1.2% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
91,529
shares
|
$8.56 Million
0.33% of portfolio
|
Q2 2025
Added 241.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
91,135
shares
|
$8.53 Million
0.24% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
90,000
shares
|
$8.42 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
89,110
shares
|
$8.34 Million
0.97% of portfolio
|
Q2 2025
Added 97.65%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
87,573
shares
|
$8.19 Million
2.89% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
86,908
shares
|
$8.13 Million
4.37% of portfolio
|
Q2 2025
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
86,108
shares
|
$8.06 Million
2.95% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
85,500
shares
|
$8 Million
1.68% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
85,039
shares
|
$7.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 80.35%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
83,738
shares
|
$7.83 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
83,363
shares
|
$7.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Park Avenue Institutional Advisers LLC
|
Feb 07, 2025 Q4 2024 |
82,790
shares
|
$7.75 Million
54.06% of portfolio
|
Q4 2024
Reduced 60.37%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
82,498
shares
|
$7.72 Million
0.34% of portfolio
|
Q2 2025
Added 112.1%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
82,103
shares
|
$7.68 Million
1.81% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
81,800
shares
|
$7.65 Million
0.67% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
81,684
shares
|
$7.64 Million
1.57% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
81,466
shares
|
$7.62 Million
1.41% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
81,353
shares
|
$7.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
80,697
shares
|
$7.55 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.45%
|