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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
14,927
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
14,919
shares
|
$1.4 Million
0.58% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,902
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
14,852
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
14,574
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
14,462
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
14,351
shares
|
$1.34 Million
0.42% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
14,120
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 27.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,066
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
14,058
shares
|
$1.32 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
14,039
shares
|
$1.31 Million
0.76% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
13,998
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
13,961
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
13,960
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Added 77.97%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,878
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
13,782
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,779
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
13,681
shares
|
$1.28 Million
0.83% of portfolio
|
Q2 2025
Added 54.15%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
13,673
shares
|
$1.28 Million
0.41% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,628
shares
|
$1.28 Million
0.87% of portfolio
|
Q3 2022
Reduced 12.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,595
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,481
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Added 88.76%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
13,458
shares
|
$1.26 Million
0.54% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
13,285
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 75.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,216
shares
|
$1.24 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.55%
|