Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,044 institutions that hold shares in the stock, with a total of 377 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
66,555
shares
|
$6.38 Million
1.38% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
66,503
shares
|
$6.38 Million
1.31% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
65,278
shares
|
$6.26 Million
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
64,211
shares
|
$6.16 Million
1.28% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Meteora Capital, LLC
Boca Raton, FL |
Aug 14, 2025 Q2 2025 |
62,500
shares
|
$5.99 Million
8.27% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,494
shares
|
$5.99 Million
0.25% of portfolio
|
Q1 2023
Added 145.27%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
61,471
shares
|
$5.89 Million
0.5% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
59,974
shares
|
$5.75 Million
2.51% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
59,972
shares
|
$5.75 Million
0.44% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
58,884
shares
|
$5.65 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
58,857
shares
|
$5.64 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
58,847
shares
|
$5.64 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
58,751
shares
|
$5.63 Million
2.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
58,506
shares
|
$5.61 Million
0.18% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,478
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
58,332
shares
|
$5.59 Million
0.26% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
58,291
shares
|
$5.59 Million
2.54% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Endurance Services LTD
Purchase, NY |
Aug 14, 2025 Q2 2025 |
57,544
shares
|
$5.52 Million
0.94% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
57,057
shares
|
$5.47 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
57,017
shares
|
$5.47 Million
0.01% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
56,949
shares
|
$5.46 Million
2.26% of portfolio
|
Q3 2023
Added 2.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
56,721
shares
|
$5.44 Million
0.12% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
56,617
shares
|
$5.43 Million
0.06% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
56,511
shares
|
$5.42 Million
1.98% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
55,543
shares
|
$5.33 Million
0.63% of portfolio
|
Q1 2025
Reduced 17.73%
|