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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
25,455
shares
|
$2.38 Million
0.7% of portfolio
|
Q2 2023
Reduced 1.15%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
25,318
shares
|
$2.37 Million
0.13% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
25,274
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
25,245
shares
|
$2.36 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
24,954
shares
|
$2.33 Million
0.42% of portfolio
|
Q1 2024
Reduced 37.09%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
24,860
shares
|
$2.33 Million
0.2% of portfolio
|
Q2 2024
Added 111.04%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
24,834
shares
|
$2.32 Million
0.39% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
24,342
shares
|
$2.28 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
24,333
shares
|
$2.28 Million
0.19% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
24,317
shares
|
$2.28 Million
1.65% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
24,152
shares
|
$2.26 Million
0.2% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
24,150
shares
|
$2.26 Million
1.56% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
23,975
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
23,757
shares
|
$2.22 Million
0.11% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
23,743
shares
|
$2.22 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
|
$2.19 Million
1.13% of portfolio
|
Q2 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,126
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
23,019
shares
|
$2.15 Million
0.29% of portfolio
|
Q2 2025
Added 33.4%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
23,008
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,850
shares
|
$2.14 Million
0.31% of portfolio
|
Q1 2023
Added 15.99%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
22,554
shares
|
$2.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
22,290
shares
|
$2.09 Million
0.23% of portfolio
|
Q2 2025
Added 41.64%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
22,214
shares
|
$2.08 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
22,096
shares
|
$2.07 Million
0.94% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
22,091
shares
|
$2.07 Million
1.49% of portfolio
|
Q2 2025
Added 2.35%
|