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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
2,701
shares
|
$258,998
0.15% of portfolio
|
Q3 2025
Reduced 34.66%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,666
shares
|
$255,642
0.01% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
2,661
shares
|
$255,163
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,655
shares
|
$254,587
0.01% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,655
shares
|
$254,587
0.03% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
2,643
shares
|
$253,437
0.11% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,639
shares
|
$253,053
0.01% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,636
shares
|
$252,766
0.0% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,605
shares
|
$249,793
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,583
shares
|
$247,683
0.35% of portfolio
|
Q4 2022
Added 66.75%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,580
shares
|
$247,396
0.27% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$247,204
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
2,569
shares
|
$246,341
0.09% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,569
shares
|
$246,341
0.03% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
2,565
shares
|
$245,957
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,561
shares
|
$245,574
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
2,551
shares
|
$244,615
0.08% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,550
shares
|
$244,519
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,542
shares
|
$243,752
0.0% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$240,875
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,504
shares
|
$240,108
0.04% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,495
shares
|
$239,245
0.01% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,492
shares
|
$238,957
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,489
shares
|
$238,670
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,487
shares
|
$238,478
0.04% of portfolio
|
Q2 2025
Added 2.35%
|