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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
22,957
shares
|
$2.2 Million
0.44% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
22,931
shares
|
$2.2 Million
0.92% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,850
shares
|
$2.19 Million
0.31% of portfolio
|
Q1 2023
Added 15.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
22,618
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2025
Added 20.48%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
22,554
shares
|
$2.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
22,290
shares
|
$2.14 Million
0.23% of portfolio
|
Q2 2025
Added 41.64%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
22,214
shares
|
$2.13 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
22,091
shares
|
$2.12 Million
1.49% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
21,980
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2025
Added 33.2%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
21,895
shares
|
$2.1 Million
4.26% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
21,495
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
21,405
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
21,154
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
21,143
shares
|
$2.03 Million
0.93% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
21,098
shares
|
$2.02 Million
0.18% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
20,892
shares
|
$2 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
20,891
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
20,807
shares
|
$2 Million
1.31% of portfolio
|
Q2 2023
Reduced 45.64%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
20,716
shares
|
$1.99 Million
0.76% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
20,455
shares
|
$1.96 Million
0.6% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
20,259
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
20,183
shares
|
$1.94 Million
2.14% of portfolio
|
Q3 2025
Reduced 50.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
20,017
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Added 680.09%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
19,972
shares
|
$1.92 Million
0.77% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
19,875
shares
|
$1.91 Million
0.29% of portfolio
|
Q2 2025
New holding
|