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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
45,220
shares
|
$4.34 Million
0.81% of portfolio
|
Q3 2022
Reduced 32.61%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
44,998
shares
|
$4.31 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
|
$4.29 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
44,533
shares
|
$4.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
43,793
shares
|
$4.2 Million
0.46% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
43,386
shares
|
$4.16 Million
0.15% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,003
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2025
Added 31.67%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
42,542
shares
|
$4.08 Million
2.16% of portfolio
|
Q4 2023
Added 4.05%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
42,520
shares
|
$4.08 Million
0.18% of portfolio
|
Q2 2025
Added 1089.37%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
42,508
shares
|
$4.08 Million
2.25% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
42,356
shares
|
$4.06 Million
0.07% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
42,198
shares
|
$4.05 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
41,678
shares
|
$4 Million
0.21% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
41,244
shares
|
$3.95 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
40,770
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Added 18.13%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
40,475
shares
|
$3.88 Million
0.33% of portfolio
|
Q3 2025
Added 26.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
40,420
shares
|
$3.88 Million
0.48% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
39,823
shares
|
$3.82 Million
2.3% of portfolio
|
Q3 2024
Added 85.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
39,787
shares
|
$3.82 Million
0.39% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
39,768
shares
|
$3.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
39,602
shares
|
$3.8 Million
1.1% of portfolio
|
Q3 2025
Added 43.43%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
39,026
shares
|
$3.74 Million
0.86% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
39,026
shares
|
$3.74 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
38,269
shares
|
$3.67 Million
1.19% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
37,985
shares
|
$3.64 Million
0.99% of portfolio
|
Q2 2025
Reduced 8.26%
|