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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
37,680
shares
|
$3.61 Million
0.86% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
37,444
shares
|
$3.59 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
37,331
shares
|
$3.58 Million
1.86% of portfolio
|
Q2 2023
Added 162.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
37,145
shares
|
$3.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
36,890
shares
|
$3.54 Million
0.1% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
36,027
shares
|
$3.45 Million
0.66% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
35,960
shares
|
$3.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 52.79%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
35,809
shares
|
$3.43 Million
0.07% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
35,515
shares
|
$3.41 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
34,380
shares
|
$3.3 Million
0.83% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
33,920
shares
|
$3.25 Million
1.0% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
33,742
shares
|
$3.24 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
33,571
shares
|
$3.22 Million
0.24% of portfolio
|
Q4 2023
Added 6.59%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
33,296
shares
|
$3.19 Million
0.38% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
33,235
shares
|
$3.19 Million
0.08% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
33,182
shares
|
$3.18 Million
1.29% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
33,151
shares
|
$3.18 Million
0.72% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32,752
shares
|
$3.14 Million
5.55% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
32,278
shares
|
$3.1 Million
2.45% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
32,185
shares
|
$3.09 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
32,009
shares
|
$3.07 Million
0.94% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,769
shares
|
$3.05 Million
1.83% of portfolio
|
Q2 2025
Added 61.13%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
31,719
shares
|
$3.04 Million
2.34% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
31,554
shares
|
$3.03 Million
1.8% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,250
shares
|
$3 Million
0.07% of portfolio
|
Q2 2025
New holding
|