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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
449,204
shares
|
$42 Million
0.72% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
444,211
shares
|
$41.6 Million
1.31% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
442,364
shares
|
$41.4 Million
4.13% of portfolio
|
Q2 2023
Added 120.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
439,409
shares
|
$41.1 Million
0.05% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
433,948
shares
|
$40.6 Million
0.67% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
423,876
shares
|
$39.7 Million
5.58% of portfolio
|
Q2 2025
Added 42.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
398,864
shares
|
$37.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
397,392
shares
|
$37.2 Million
3.28% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
389,283
shares
|
$36.4 Million
0.11% of portfolio
|
Q2 2025
Added 22.25%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
387,672
shares
|
$36.3 Million
1.34% of portfolio
|
Q1 2022
Reduced 13.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
387,647
shares
|
$36.3 Million
0.48% of portfolio
|
Q2 2025
Added 864.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
370,355
shares
|
$34.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367,979
shares
|
$34.4 Million
9.35% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
356,061
shares
|
$33.3 Million
0.38% of portfolio
|
Q1 2024
Added 13.95%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
350,637
shares
|
$32.8 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
346,492
shares
|
$32.4 Million
0.2% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
346,384
shares
|
$32.4 Million
1.46% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
338,060
shares
|
$31.6 Million
0.26% of portfolio
|
Q4 2021
Added 63.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
335,939
shares
|
$31.4 Million
0.07% of portfolio
|
Q2 2025
Added 28.16%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
330,790
shares
|
$30.9 Million
2.78% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
321,567
shares
|
$30.1 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
320,881
shares
|
$30 Million
0.05% of portfolio
|
Q2 2025
Added 601.16%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
320,799
shares
|
$30 Million
0.01% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
318,617
shares
|
$29.8 Million
3.0% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
309,641
shares
|
$29 Million
1.92% of portfolio
|
Q4 2023
Reduced 4.79%
|