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 |
|---|---|---|---|---|---|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
738,128
shares
|
$69.1 Million
13.23% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
704,392
shares
|
$65.9 Million
1.51% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
703,159
shares
|
$65.8 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
688,947
shares
|
$64.5 Million
0.04% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
685,940
shares
|
$64.2 Million
2.71% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
675,910
shares
|
$63.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
657,253
shares
|
$61.5 Million
1.38% of portfolio
|
Q2 2025
Added 27.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
649,770
shares
|
$60.8 Million
0.33% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
641,703
shares
|
$60 Million
0.08% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
625,969
shares
|
$58.6 Million
0.2% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
601,543
shares
|
$56.3 Million
2.8% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
600,000
shares
|
$56.1 Million
0.3% of portfolio
|
Q2 2024
Reduced 61.68%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
584,393
shares
|
$54.7 Million
0.07% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
579,796
shares
|
$54.2 Million
3.71% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
567,701
shares
|
$53.1 Million
8.5% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
550,000
shares
|
$51.5 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
548,785
shares
|
$51.3 Million
0.12% of portfolio
|
Q2 2025
Added 51.56%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
548,000
shares
|
$51.3 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
500,000
shares
|
$46.8 Million
0.11% of portfolio
|
Q3 2017
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
492,986
shares
|
$46.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
490,415
shares
|
$45.9 Million
3.58% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
489,413
shares
|
$45.8 Million
6.56% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
471,907
shares
|
$44.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
470,728
shares
|
$44 Million
0.38% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
462,897
shares
|
$43.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.72%
|