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 |
|---|---|---|---|---|---|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,175
shares
|
$304,450
0.11% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,148
shares
|
$301,861
0.11% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
3,101
shares
|
$297,354
0.08% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Sep 22, 2025 Q2 2025 |
3,096
shares
|
$296,875
0.19% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
3,084
shares
|
$295,724
0.07% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
3,045
shares
|
$291,985
0.05% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
3,020
shares
|
$289,587
0.0% of portfolio
|
Q2 2025
Added 39.43%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
2,982
shares
|
$285,943
0.11% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,959
shares
|
$283,738
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,938
shares
|
$281,724
0.07% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,935
shares
|
$281,437
0.01% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,924
shares
|
$280,382
0.25% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,903
shares
|
$278,368
0.09% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,892
shares
|
$277,313
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,883
shares
|
$276,450
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,882
shares
|
$276,354
0.04% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,863
shares
|
$274,533
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
2,856
shares
|
$273,861
0.1% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
2,850
shares
|
$273,286
0.02% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,832
shares
|
$271,560
0.02% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
2,814
shares
|
$269,834
0.28% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
2,749
shares
|
$263,601
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
2,733
shares
|
$262,067
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,723
shares
|
$261,108
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
2,706
shares
|
$259,478
0.12% of portfolio
|
Q2 2025
New holding
|