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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,731
shares
|
$2.88 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
30,730
shares
|
$2.88 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
30,392
shares
|
$2.84 Million
1.02% of portfolio
|
Q2 2025
Reduced 45.23%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
30,313
shares
|
$2.84 Million
1.06% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,980
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2025
Added 187.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,416
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
29,140
shares
|
$2.73 Million
1.21% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
28,757
shares
|
$2.69 Million
0.6% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
28,505
shares
|
$2.67 Million
0.96% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
28,317
shares
|
$2.65 Million
0.16% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
27,860
shares
|
$2.61 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
27,845
shares
|
$2.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
27,741
shares
|
$2.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
27,611
shares
|
$2.58 Million
0.77% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
27,170
shares
|
$2.54 Million
0.55% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
26,935
shares
|
$2.52 Million
0.22% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
26,892
shares
|
$2.52 Million
1.43% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
26,622
shares
|
$2.49 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,614
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2022
Added 8.25%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
26,567
shares
|
$2.49 Million
0.4% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
26,331
shares
|
$2.46 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
26,204
shares
|
$2.45 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
25,973
shares
|
$2.43 Million
0.86% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
25,656
shares
|
$2.4 Million
1.54% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
25,506
shares
|
$2.39 Million
1.95% of portfolio
|
Q2 2025
Added 21.97%
|