Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,047 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
61,633
shares
|
$5.76 Million
2.48% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
61,279
shares
|
$5.73 Million
0.01% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
61,183
shares
|
$5.72 Million
1.25% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
61,023
shares
|
$5.7 Million
0.67% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
61,007
shares
|
$5.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
60,708
shares
|
$5.67 Million
0.77% of portfolio
|
Q1 2025
Reduced 52.31%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
60,545
shares
|
$5.66 Million
3.24% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
59,972
shares
|
$5.61 Million
0.44% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
59,257
shares
|
$5.54 Million
0.53% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
59,254
shares
|
$5.54 Million
0.29% of portfolio
|
Q1 2025
Added 66.74%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
58,627
shares
|
$5.48 Million
2.76% of portfolio
|
Q1 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,478
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
57,629
shares
|
$5.39 Million
1.77% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
57,562
shares
|
$5.38 Million
0.08% of portfolio
|
Q1 2025
Added 99.84%
|
|
|
Endurance Services LTD
Purchase, NY |
May 14, 2025 Q1 2025 |
57,544
shares
|
$5.38 Million
1.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
57,001
shares
|
$5.33 Million
0.06% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
56,949
shares
|
$5.32 Million
2.26% of portfolio
|
Q3 2023
Added 2.15%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
56,133
shares
|
$5.25 Million
2.77% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
55,543
shares
|
$5.19 Million
0.63% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
55,495
shares
|
$5.19 Million
2.09% of portfolio
|
Q1 2025
Added 50.82%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
55,404
shares
|
$5.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
55,325
shares
|
$5.17 Million
3.9% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
54,987
shares
|
$5.14 Million
1.99% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
54,634
shares
|
$5.11 Million
0.87% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
54,496
shares
|
$5.09 Million
2.06% of portfolio
|
Q1 2025
Reduced 98.35%
|