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 |
|---|---|---|---|---|---|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
21,895
shares
|
$2.05 Million
4.26% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
21,730
shares
|
$2.03 Million
0.11% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
21,572
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 62.52%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
21,503
shares
|
$2.01 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
21,495
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
21,405
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
21,143
shares
|
$1.98 Million
0.93% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
21,098
shares
|
$1.97 Million
0.18% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
20,991
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
20,891
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
20,807
shares
|
$1.95 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
|
$1.94 Million
0.76% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
20,455
shares
|
$1.91 Million
0.6% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
20,259
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
20,182
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
20,017
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Added 680.09%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
20,010
shares
|
$1.87 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
19,983
shares
|
$1.87 Million
0.23% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
19,875
shares
|
$1.86 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
19,807
shares
|
$1.85 Million
0.1% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
19,425
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
19,363
shares
|
$1.81 Million
1.26% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
19,301
shares
|
$1.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
19,292
shares
|
$1.8 Million
1.73% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
19,212
shares
|
$1.8 Million
1.07% of portfolio
|
Q2 2025
Added 17.88%
|