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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
8,277
shares
|
$774,396
0.24% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
8,175
shares
|
$764,853
0.09% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
8,106
shares
|
$758,397
0.04% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
8,027
shares
|
$751,006
0.21% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
7,994
shares
|
$747,918
0.56% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,991
shares
|
$747,637
0.3% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,957
shares
|
$744,456
0.02% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
7,934
shares
|
$742,305
0.47% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
7,928
shares
|
$741,743
0.58% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
7,922
shares
|
$741,182
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
7,881
shares
|
$737,346
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
7,864
shares
|
$735,755
0.0% of portfolio
|
Q2 2025
Added 102.11%
|
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
7,800
shares
|
$729,768
0.78% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,788
shares
|
$728,645
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,752
shares
|
$725,277
0.01% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
7,726
shares
|
$722,844
0.53% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
7,696
shares
|
$720,037
0.01% of portfolio
|
Q2 2025
Added 62.67%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,604
shares
|
$711,430
0.21% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,570
shares
|
$708,249
0.07% of portfolio
|
Q4 2022
Added 8.08%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
7,548
shares
|
$706,190
0.83% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,444
shares
|
$696,460
0.02% of portfolio
|
Q2 2025
Added 30.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
7,413
shares
|
$693,560
0.06% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
7,389
shares
|
$691,314
0.15% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
7,323
shares
|
$685,139
0.0% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,305
shares
|
$683,455
0.27% of portfolio
|
Q2 2025
Reduced 7.51%
|