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 |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
10,932
shares
|
$1.02 Million
0.84% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
10,921
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2025
Reduced 26.35%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
10,787
shares
|
$1.01 Million
0.19% of portfolio
|
Q2 2025
Reduced 50.67%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
10,750
shares
|
$1.01 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
10,678
shares
|
$999,033
0.76% of portfolio
|
Q2 2025
Added 45.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
10,654
shares
|
$996,788
0.1% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
10,640
shares
|
$995,478
0.5% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
10,592
shares
|
$990,987
0.26% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,545
shares
|
$986,590
0.58% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,513
shares
|
$983,596
0.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,506
shares
|
$982,941
0.08% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
10,488
shares
|
$981,257
0.05% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
10,479
shares
|
$980,415
0.95% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
10,371
shares
|
$970,310
0.04% of portfolio
|
Q2 2025
Added 161.43%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,154
shares
|
$950,008
0.07% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
10,039
shares
|
$939,248
0.55% of portfolio
|
Q2 2025
Reduced 51.61%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
9,993
shares
|
$934,945
1.65% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
9,849
shares
|
$921,472
0.04% of portfolio
|
Q2 2025
Added 104.29%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
9,784
shares
|
$915,391
0.26% of portfolio
|
Q2 2025
Added 36.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
9,745
shares
|
$911,742
0.07% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,728
shares
|
$910,151
0.16% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
9,715
shares
|
$908,935
0.15% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
9,517
shares
|
$890,410
0.28% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
9,458
shares
|
$884,890
0.32% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
9,420
shares
|
$881,335
0.66% of portfolio
|
Q2 2024
New holding
|