Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,046 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
469,280
shares
|
$43.6 Million
6.99% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
444,211
shares
|
$41.2 Million
1.6% of portfolio
|
Q1 2025
Added 64.06%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
442,364
shares
|
$41.1 Million
4.13% of portfolio
|
Q2 2023
Added 120.67%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
436,979
shares
|
$40.6 Million
0.39% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
432,688
shares
|
$40.2 Million
0.04% of portfolio
|
Q1 2025
Added 219.97%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
424,188
shares
|
$39.4 Million
0.74% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
414,458
shares
|
$38.5 Million
0.07% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
395,198
shares
|
$36.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
393,696
shares
|
$36.5 Million
3.5% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
390,333
shares
|
$36.2 Million
0.72% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
387,672
shares
|
$36 Million
1.36% of portfolio
|
Q1 2022
Reduced 13.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
378,767
shares
|
$35.2 Million
0.01% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
373,502
shares
|
$34.7 Million
0.03% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367,979
shares
|
$34.2 Million
9.35% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
362,092
shares
|
$33.6 Million
0.08% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
356,061
shares
|
$33 Million
0.38% of portfolio
|
Q1 2024
Added 13.95%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
355,677
shares
|
$33 Million
0.41% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
350,649
shares
|
$32.5 Million
1.74% of portfolio
|
Q1 2025
Added 218.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
346,492
shares
|
$32.2 Million
0.2% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
341,297
shares
|
$31.7 Million
4.28% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
338,060
shares
|
$31.4 Million
0.27% of portfolio
|
Q4 2021
Added 63.15%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
330,498
shares
|
$30.7 Million
3.54% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
330,205
shares
|
$30.6 Million
1.52% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
327,152
shares
|
$30.4 Million
2.91% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
321,567
shares
|
$29.8 Million
1.77% of portfolio
|
Q1 2025
New holding
|