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 |
|---|---|---|---|---|---|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
13,189
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
13,178
shares
|
$1.23 Million
0.58% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
13,160
shares
|
$1.23 Million
0.41% of portfolio
|
Q2 2025
Added 395.11%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
12,977
shares
|
$1.21 Million
0.47% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
12,955
shares
|
$1.21 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
12,930
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2024
Added 12.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,896
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 41.44%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
12,779
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12,634
shares
|
$1.18 Million
0.28% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
12,542
shares
|
$1.17 Million
0.98% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
12,315
shares
|
$1.15 Million
0.78% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
12,296
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
12,256
shares
|
$1.15 Million
0.79% of portfolio
|
Q2 2025
Added 300.13%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
12,131
shares
|
$1.13 Million
0.57% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
12,074
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 55.15%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
12,023
shares
|
$1.12 Million
0.31% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
12,000
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,975
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
11,891
shares
|
$1.11 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,877
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Added 52.15%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
11,712
shares
|
$1.1 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
11,590
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
11,455
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
11,446
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,441
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2023
Reduced 13.93%
|