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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
670
shares
|
$62,685
0.01% of portfolio
|
Q4 2024
Added 74.48%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
669
shares
|
$62,591
0.01% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
656
shares
|
$61,375
0.03% of portfolio
|
Q2 2024
Added 31.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
621
shares
|
$58,100
0.0% of portfolio
|
Q2 2024
Reduced 25.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
621
shares
|
$58,100
0.01% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
612
shares
|
$57,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
612
shares
|
$57,258
0.01% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
612
shares
|
$57,258
0.01% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
588
shares
|
$55,013
0.01% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
587
shares
|
$54,919
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
583
shares
|
$54,545
0.0% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
570
shares
|
$53,329
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
553
shares
|
$51,738
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
548
shares
|
$51,270
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
544
shares
|
$50,896
0.03% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
540
shares
|
$50,522
0.02% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$43,037
0.01% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
460
shares
|
$43,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
450
shares
|
$42,102
0.0% of portfolio
|
Q4 2024
Reduced 60.53%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
442
shares
|
$41,353
0.04% of portfolio
|
Q1 2025
Added 68.7%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
434
shares
|
$40,605
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
409
shares
|
$38,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
396
shares
|
$37,049
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
395
shares
|
$36,956
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
388
shares
|
$36,301
0.0% of portfolio
|
Q2 2025
Added 317.2%
|