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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
16,555
shares
|
$1.55 Million
0.6% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
16,501
shares
|
$1.54 Million
0.08% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
16,430
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
16,359
shares
|
$1.53 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
|
$1.53 Million
0.5% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
16,298
shares
|
$1.52 Million
0.78% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,242
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
16,100
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
16,031
shares
|
$1.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,022
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 42.77%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
16,005
shares
|
$1.5 Million
0.27% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
15,833
shares
|
$1.48 Million
0.74% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,744
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
15,580
shares
|
$1.46 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
15,528
shares
|
$1.45 Million
1.27% of portfolio
|
Q2 2025
Added 76.72%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
15,486
shares
|
$1.45 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
15,455
shares
|
$1.45 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
15,307
shares
|
$1.43 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
15,288
shares
|
$1.43 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
15,247
shares
|
$1.43 Million
0.78% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
15,206
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
15,073
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
15,072
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
14,979
shares
|
$1.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
14,977
shares
|
$1.4 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.28%
|