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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
612
shares
|
$58,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
612
shares
|
$58,684
0.01% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
612
shares
|
$58,684
0.01% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
588
shares
|
$56,383
0.01% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
587
shares
|
$56,287
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
583
shares
|
$55,903
0.0% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
570
shares
|
$54,657
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
553
shares
|
$53,027
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
548
shares
|
$52,547
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
544
shares
|
$52,164
0.03% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
540
shares
|
$51,780
0.02% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
507
shares
|
$48,616
0.02% of portfolio
|
Q3 2025
Added 87.78%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$44,109
0.01% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
460
shares
|
$44,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
443
shares
|
$42,479
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
434
shares
|
$41,616
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
420
shares
|
$40,273
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
396
shares
|
$37,972
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
395
shares
|
$37,876
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
380
shares
|
$36,438
0.03% of portfolio
|
Q3 2024
Added 413.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
377
shares
|
$36,150
0.0% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
371
shares
|
$35,575
0.0% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
366
shares
|
$35,095
0.01% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
357
shares
|
$34,232
0.02% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
353
shares
|
$33,849
0.06% of portfolio
|
Q3 2022
Reduced 26.76%
|