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 |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
16,959
shares
|
$1.63 Million
0.17% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
16,809
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
16,555
shares
|
$1.59 Million
0.6% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
16,445
shares
|
$1.58 Million
1.26% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
16,430
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
16,359
shares
|
$1.57 Million
1.22% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
16,329
shares
|
$1.57 Million
0.5% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,242
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
16,100
shares
|
$1.54 Million
1.02% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
16,100
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
16,031
shares
|
$1.54 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,022
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Added 42.77%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
16,005
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
15,880
shares
|
$1.52 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
15,833
shares
|
$1.52 Million
0.74% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
15,755
shares
|
$1.51 Million
0.47% of portfolio
|
Q3 2025
Added 66.58%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,744
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
15,455
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
15,288
shares
|
$1.47 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
15,247
shares
|
$1.46 Million
0.78% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,206
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
15,147
shares
|
$1.45 Million
0.41% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
15,073
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
15,072
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
14,981
shares
|
$1.44 Million
1.23% of portfolio
|
Q3 2025
Added 19.45%
|