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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
54,315
shares
|
$5.08 Million
0.6% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
54,245
shares
|
$5.08 Million
0.17% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
53,448
shares
|
$5 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
53,316
shares
|
$4.99 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
52,783
shares
|
$4.94 Million
0.58% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
51,977
shares
|
$4.86 Million
0.65% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
50,674
shares
|
$4.74 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
50,230
shares
|
$4.7 Million
1.08% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
49,839
shares
|
$4.66 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
49,646
shares
|
$4.64 Million
1.05% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
49,576
shares
|
$4.64 Million
1.72% of portfolio
|
Q2 2025
Added 64.61%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
48,906
shares
|
$4.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
48,438
shares
|
$4.53 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
|
$4.52 Million
0.16% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
48,101
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 67.1%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
47,796
shares
|
$4.47 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
46,340
shares
|
$4.34 Million
0.48% of portfolio
|
Q4 2024
Added 27.76%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
45,947
shares
|
$4.3 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
|
$4.26 Million
1.19% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
45,484
shares
|
$4.26 Million
0.83% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
45,220
shares
|
$4.23 Million
0.81% of portfolio
|
Q3 2022
Reduced 32.61%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
45,133
shares
|
$4.22 Million
0.33% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
44,998
shares
|
$4.21 Million
1.66% of portfolio
|
Q4 2022
Reduced 13.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,759
shares
|
$4.19 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
44,533
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.29%
|