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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,489
shares
|
$232,870
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,487
shares
|
$232,683
0.04% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,485
shares
|
$232,496
0.09% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
2,465
shares
|
$230,625
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
2,458
shares
|
$229,970
0.32% of portfolio
|
Q4 2024
Reduced 42.42%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,454
shares
|
$229,596
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
2,454
shares
|
$229,596
0.16% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,433
shares
|
$227,631
0.09% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
2,419
shares
|
$226,321
0.21% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
2,375
shares
|
$222,205
0.24% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,374
shares
|
$222,111
0.01% of portfolio
|
Q2 2025
Reduced 41.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$221,362
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,356
shares
|
$220,427
0.01% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,351
shares
|
$219,959
0.03% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
2,344
shares
|
$219,304
0.1% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,307
shares
|
$215,842
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,302
shares
|
$215,375
0.01% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$215,281
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
2,300
shares
|
$215,188
0.05% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
2,286
shares
|
$213,878
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
2,285
shares
|
$213,784
0.02% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
2,250
shares
|
$210,510
0.08% of portfolio
|
Q2 2025
Reduced 96.82%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,235
shares
|
$209,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
2,224
shares
|
$208,077
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
2,223
shares
|
$207,983
0.03% of portfolio
|
Q2 2025
Reduced 25.97%
|