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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
55,492
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
55,325
shares
|
$5.31 Million
3.9% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
54,634
shares
|
$5.24 Million
0.87% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
54,315
shares
|
$5.21 Million
0.6% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
54,245
shares
|
$5.2 Million
0.17% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
53,448
shares
|
$5.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
53,316
shares
|
$5.11 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
52,783
shares
|
$5.06 Million
0.58% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
51,977
shares
|
$4.98 Million
0.65% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
50,674
shares
|
$4.86 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
50,447
shares
|
$4.84 Million
1.22% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
49,839
shares
|
$4.78 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
49,718
shares
|
$4.77 Million
0.43% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
49,646
shares
|
$4.76 Million
1.05% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
49,080
shares
|
$4.71 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
48,906
shares
|
$4.69 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
48,438
shares
|
$4.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
48,288
shares
|
$4.63 Million
0.16% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
47,796
shares
|
$4.58 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
47,656
shares
|
$4.57 Million
0.46% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
47,536
shares
|
$4.56 Million
2.66% of portfolio
|
Q3 2025
Added 1103.14%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
46,393
shares
|
$4.45 Million
0.79% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
46,340
shares
|
$4.44 Million
0.48% of portfolio
|
Q4 2024
Added 27.76%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
45,947
shares
|
$4.41 Million
0.25% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
45,554
shares
|
$4.37 Million
1.19% of portfolio
|
Q2 2025
Added 3.91%
|