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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
30,948
shares
|
$2.97 Million
0.2% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
30,785
shares
|
$2.95 Million
0.06% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,731
shares
|
$2.95 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
30,730
shares
|
$2.95 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
30,313
shares
|
$2.91 Million
1.06% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
30,145
shares
|
$2.89 Million
1.25% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,980
shares
|
$2.87 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
|
$2.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
28,757
shares
|
$2.76 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
|
$2.73 Million
0.96% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
28,317
shares
|
$2.72 Million
0.16% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
27,860
shares
|
$2.67 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
27,845
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
27,699
shares
|
$2.66 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
27,511
shares
|
$2.64 Million
1.41% of portfolio
|
Q3 2025
Added 43.2%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
27,170
shares
|
$2.61 Million
0.55% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
27,102
shares
|
$2.6 Million
0.29% of portfolio
|
Q3 2025
Added 44.72%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
26,935
shares
|
$2.58 Million
0.22% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
26,892
shares
|
$2.58 Million
1.43% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
26,815
shares
|
$2.57 Million
0.84% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
26,777
shares
|
$2.57 Million
0.24% of portfolio
|
Q3 2025
Reduced 21.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,614
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2022
Added 8.25%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
26,567
shares
|
$2.55 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
|
$2.52 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
26,325
shares
|
$2.52 Million
0.44% of portfolio
|
Q3 2025
Reduced 58.85%
|