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 |
|---|---|---|---|---|---|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,305
shares
|
$700,476
0.27% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,298
shares
|
$699,805
0.06% of portfolio
|
Q2 2025
Added 135.8%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
7,255
shares
|
$695,681
0.15% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,204
shares
|
$690,791
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,175
shares
|
$688,010
0.0% of portfolio
|
Q2 2025
Reduced 29.2%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,128
shares
|
$683,503
0.12% of portfolio
|
Q2 2025
Reduced 60.08%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
7,105
shares
|
$681,298
0.5% of portfolio
|
Q2 2025
Reduced 70.81%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,096
shares
|
$680,435
0.08% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,096
shares
|
$680,435
0.12% of portfolio
|
Q2 2025
Added 229.13%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,011
shares
|
$672,284
0.05% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
6,934
shares
|
$664,901
0.26% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
6,929
shares
|
$664,421
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
6,918
shares
|
$663,367
0.2% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
6,896
shares
|
$661,257
0.47% of portfolio
|
Q3 2025
Reduced 72.96%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
6,884
shares
|
$660,106
0.05% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,833
shares
|
$655,216
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
6,806
shares
|
$652,627
0.04% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
6,796
shares
|
$651,668
0.08% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
6,721
shares
|
$644,476
0.18% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,718
shares
|
$644,189
0.14% of portfolio
|
Q2 2023
Reduced 12.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
6,717
shares
|
$644,093
0.2% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
6,705
shares
|
$642,942
2.39% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
6,640
shares
|
$636,709
0.23% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
6,568
shares
|
$629,805
0.29% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,556
shares
|
$628,654
0.02% of portfolio
|
Q2 2025
Added 17.7%
|