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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
18,988
shares
|
$1.78 Million
0.49% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
18,778
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 9289.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
18,773
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 218.02%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
18,760
shares
|
$1.76 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
18,727
shares
|
$1.75 Million
0.22% of portfolio
|
Q2 2025
Added 49.04%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
18,661
shares
|
$1.75 Million
0.58% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
18,559
shares
|
$1.74 Million
2.59% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
18,539
shares
|
$1.73 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
18,532
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 59.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
18,425
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
18,396
shares
|
$1.72 Million
0.16% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
18,356
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.97%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
18,136
shares
|
$1.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
17,890
shares
|
$1.67 Million
0.76% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
17,642
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
17,604
shares
|
$1.65 Million
0.31% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,600
shares
|
$1.65 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,518
shares
|
$1.64 Million
0.27% of portfolio
|
Q1 2023
Reduced 10.73%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
17,129
shares
|
$1.6 Million
0.29% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
17,089
shares
|
$1.6 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
17,051
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
17,015
shares
|
$1.59 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
16,959
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
16,809
shares
|
$1.57 Million
0.3% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
16,555
shares
|
$1.55 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.64%
|