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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
36,890
shares
|
$3.45 Million
0.1% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
36,027
shares
|
$3.37 Million
0.66% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
35,960
shares
|
$3.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 52.79%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
35,809
shares
|
$3.35 Million
0.07% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
35,515
shares
|
$3.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
34,872
shares
|
$3.26 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
34,380
shares
|
$3.22 Million
0.88% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
34,295
shares
|
$3.21 Million
0.32% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
33,571
shares
|
$3.14 Million
0.24% of portfolio
|
Q4 2023
Added 6.59%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
33,323
shares
|
$3.12 Million
2.93% of portfolio
|
Q2 2025
New holding
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
33,296
shares
|
$3.12 Million
0.38% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
33,235
shares
|
$3.11 Million
0.08% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32,752
shares
|
$3.06 Million
5.55% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
32,659
shares
|
$3.06 Million
0.06% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
32,278
shares
|
$3.02 Million
2.45% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
32,235
shares
|
$3.02 Million
1.43% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
32,185
shares
|
$3.01 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
31,883
shares
|
$2.98 Million
0.25% of portfolio
|
Q2 2025
Added 44.74%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,769
shares
|
$2.97 Million
1.83% of portfolio
|
Q2 2025
Added 61.13%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
31,554
shares
|
$2.95 Million
1.8% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
31,352
shares
|
$2.93 Million
0.84% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,250
shares
|
$2.92 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
30,960
shares
|
$2.9 Million
1.01% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
30,948
shares
|
$2.9 Million
0.2% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
30,785
shares
|
$2.88 Million
0.06% of portfolio
|
Q2 2025
Added 57.14%
|