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 |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
14,979
shares
|
$1.44 Million
0.27% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
14,927
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
14,919
shares
|
$1.43 Million
0.58% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,902
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
14,826
shares
|
$1.42 Million
0.56% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
14,462
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
14,351
shares
|
$1.38 Million
0.42% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
14,078
shares
|
$1.35 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,066
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
14,058
shares
|
$1.35 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
14,039
shares
|
$1.35 Million
0.76% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
13,998
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
13,960
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2025
Added 77.97%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
13,903
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.19%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,878
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
13,782
shares
|
$1.32 Million
0.13% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,779
shares
|
$1.32 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
|
$1.31 Million
0.83% of portfolio
|
Q2 2025
Added 54.15%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
13,658
shares
|
$1.31 Million
0.77% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,628
shares
|
$1.31 Million
0.87% of portfolio
|
Q3 2022
Reduced 12.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,595
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
13,556
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
13,486
shares
|
$1.29 Million
0.56% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,481
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 88.76%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
13,285
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 75.26%
|