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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
19,807
shares
|
$1.9 Million
0.1% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
19,682
shares
|
$1.89 Million
0.56% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
19,607
shares
|
$1.88 Million
0.48% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
19,465
shares
|
$1.87 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
19,425
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
19,363
shares
|
$1.86 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
|
$1.85 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
|
$1.85 Million
1.73% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
18,778
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 9289.0%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
18,760
shares
|
$1.8 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
18,559
shares
|
$1.78 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
|
$1.78 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
18,532
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2025
Reduced 59.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
18,425
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
18,396
shares
|
$1.76 Million
0.16% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
18,356
shares
|
$1.76 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
|
$1.74 Million
0.23% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
18,012
shares
|
$1.73 Million
1.38% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
17,890
shares
|
$1.72 Million
0.76% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
17,604
shares
|
$1.69 Million
0.31% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,600
shares
|
$1.69 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,518
shares
|
$1.68 Million
0.27% of portfolio
|
Q1 2023
Reduced 10.73%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
17,129
shares
|
$1.64 Million
0.29% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
17,051
shares
|
$1.64 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
|
$1.63 Million
0.36% of portfolio
|
Q2 2025
New holding
|