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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,196
shares
|
$299,017
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
3,153
shares
|
$294,994
0.11% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,148
shares
|
$294,526
0.11% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
3,109
shares
|
$290,878
0.04% of portfolio
|
Q2 2025
Reduced 40.14%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
3,077
shares
|
$287,884
0.06% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
3,073
shares
|
$287,509
0.08% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,045
shares
|
$284,890
0.05% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
3,020
shares
|
$282,551
0.0% of portfolio
|
Q2 2025
Added 39.43%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,987
shares
|
$279,463
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
2,985
shares
|
$279,276
0.07% of portfolio
|
Q2 2025
Reduced 38.4%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
2,982
shares
|
$278,995
0.11% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,959
shares
|
$276,844
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,935
shares
|
$274,598
0.01% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,924
shares
|
$273,569
0.25% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,903
shares
|
$271,604
0.09% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,892
shares
|
$270,575
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,883
shares
|
$269,733
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,863
shares
|
$267,862
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
2,856
shares
|
$267,207
0.1% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
2,850
shares
|
$266,646
0.02% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
2,814
shares
|
$263,277
0.28% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,805
shares
|
$262,435
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,766
shares
|
$258,786
0.02% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
2,749
shares
|
$257,196
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,723
shares
|
$254,763
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|