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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,556
shares
|
$613,379
0.02% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
6,482
shares
|
$606,455
0.37% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
6,440
shares
|
$602,526
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
6,432
shares
|
$601,777
0.3% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,362
shares
|
$595,228
0.02% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
6,274
shares
|
$586,995
0.09% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
6,249
shares
|
$584,656
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
6,199
shares
|
$579,978
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,187
shares
|
$578,855
0.02% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
6,160
shares
|
$576,329
0.26% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,147
shares
|
$575,113
0.05% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
6,125
shares
|
$573,055
0.34% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
6,085
shares
|
$569,312
0.0% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
6,038
shares
|
$564,915
0.24% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,036
shares
|
$564,728
0.03% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
5,973
shares
|
$558,833
0.34% of portfolio
|
Q2 2025
Reduced 66.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
5,956
shares
|
$557,243
0.02% of portfolio
|
Q2 2025
Added 144.1%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,945
shares
|
$556,214
0.04% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
5,943
shares
|
$556,027
0.0% of portfolio
|
Q2 2025
Added 144.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,850
shares
|
$547,326
0.04% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
5,753
shares
|
$538,250
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
5,752
shares
|
$538,157
0.52% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,633
shares
|
$527,023
0.16% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
5,574
shares
|
$521,503
0.31% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
5,535
shares
|
$517,854
0.43% of portfolio
|
Q2 2025
New holding
|