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 |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
26,204
shares
|
$2.51 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
25,973
shares
|
$2.49 Million
0.86% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
25,782
shares
|
$2.47 Million
1.43% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
25,455
shares
|
$2.44 Million
0.7% of portfolio
|
Q2 2023
Reduced 1.15%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
25,318
shares
|
$2.43 Million
0.13% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
25,274
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
American National Bank Of Texas
Richardson, TX |
Oct 01, 2025 Q3 2025 |
25,079
shares
|
$2.4 Million
2.25% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
24,954
shares
|
$2.39 Million
0.42% of portfolio
|
Q1 2024
Reduced 37.09%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
24,860
shares
|
$2.38 Million
0.18% of portfolio
|
Q2 2024
Added 111.04%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
24,834
shares
|
$2.38 Million
0.39% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
24,777
shares
|
$2.38 Million
1.51% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
24,726
shares
|
$2.37 Million
2.17% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
24,442
shares
|
$2.34 Million
0.23% of portfolio
|
Q3 2025
Reduced 65.21%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
24,342
shares
|
$2.33 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
24,333
shares
|
$2.33 Million
0.19% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
24,317
shares
|
$2.33 Million
1.65% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
24,152
shares
|
$2.32 Million
0.2% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
23,975
shares
|
$2.3 Million
0.07% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
23,757
shares
|
$2.28 Million
0.11% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
23,743
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 77.59%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
23,368
shares
|
$2.24 Million
1.13% of portfolio
|
Q2 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,126
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
23,025
shares
|
$2.21 Million
0.31% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
23,019
shares
|
$2.21 Million
0.29% of portfolio
|
Q2 2025
Added 33.4%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
23,008
shares
|
$2.21 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.32%
|