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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
5,535
shares
|
$517,854
0.39% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,502
shares
|
$514,767
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
5,435
shares
|
$508,498
0.09% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,429
shares
|
$507,937
0.04% of portfolio
|
Q2 2025
Reduced 47.56%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
5,365
shares
|
$501,949
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
5,361
shares
|
$501,575
0.77% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
5,360
shares
|
$501,481
0.04% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,310
shares
|
$496,803
0.05% of portfolio
|
Q2 2025
Reduced 47.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
5,286
shares
|
$494,558
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
5,265
shares
|
$492,593
0.31% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
5,263
shares
|
$492,406
0.02% of portfolio
|
Q2 2025
Reduced 49.94%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
5,229
shares
|
$489,225
0.04% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5,180
shares
|
$484,640
0.21% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
5,147
shares
|
$481,553
0.05% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,129
shares
|
$479,869
0.02% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,066
shares
|
$473,974
0.19% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,059
shares
|
$473,320
0.03% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
5,052
shares
|
$472,665
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,050
shares
|
$472,478
0.0% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,000
shares
|
$467,800
0.07% of portfolio
|
Q4 2024
Reduced 29.89%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,929
shares
|
$461,157
0.09% of portfolio
|
Q1 2024
Reduced 83.28%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,910
shares
|
$459,379
0.13% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
4,898
shares
|
$458,256
0.08% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
4,887
shares
|
$457,227
0.3% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
4,871
shares
|
$455,730
7.33% of portfolio
|
Q1 2023
Reduced 97.17%
|