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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
3,533
shares
|
$330,547
0.01% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,530
shares
|
$330,266
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
3,519
shares
|
$329,237
0.0% of portfolio
|
Q3 2024
Reduced 95.38%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,519
shares
|
$329,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
3,515
shares
|
$328,863
0.25% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$327,460
0.08% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
3,473
shares
|
$324,933
0.01% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,436
shares
|
$321,472
0.13% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
3,431
shares
|
$321,004
0.04% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
3,380
shares
|
$316,232
0.26% of portfolio
|
Q2 2025
Reduced 30.62%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,367
shares
|
$315,016
0.01% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
3,364
shares
|
$314,735
0.21% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,364
shares
|
$314,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,356
shares
|
$313,987
0.04% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,312
shares
|
$309,870
0.0% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
3,311
shares
|
$309,777
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
3,307
shares
|
$309,402
0.1% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
3,301
shares
|
$308,841
0.11% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,289
shares
|
$307,718
0.0% of portfolio
|
Q1 2025
Added 26.79%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,285
shares
|
$307,344
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,280
shares
|
$306,876
0.07% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 12, 2025 Q2 2025 |
3,262
shares
|
$305,192
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,225
shares
|
$301,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
3,210
shares
|
$300,327
0.16% of portfolio
|
Q2 2025
Reduced 46.13%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,200
shares
|
$299,392
0.02% of portfolio
|
Q4 2024
Reduced 46.76%
|