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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
107
shares
|
$10,010
0.0% of portfolio
|
Q2 2025
Reduced 60.81%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
103
shares
|
$9,636
0.0% of portfolio
|
Q1 2025
Reduced 85.43%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$9,356
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
100
shares
|
$9,356
0.0% of portfolio
|
Q4 2022
Added 113.51%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
99
shares
|
$9,262
0.0% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
95
shares
|
$8,888
0.02% of portfolio
|
Q2 2025
Reduced 51.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
92
shares
|
$8,607
0.0% of portfolio
|
Q4 2023
Reduced 86.74%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
86
shares
|
$8,046
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
79
shares
|
$7,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
74
shares
|
$6,923
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
70
shares
|
$6,549
0.0% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
69
shares
|
$6,455
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
69
shares
|
$6,455
0.0% of portfolio
|
Q4 2024
Added 245.0%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
65
shares
|
$6,081
0.0% of portfolio
|
Q3 2024
Reduced 57.24%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
64
shares
|
$5,987
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$5,894
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61
shares
|
$5,707
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
61
shares
|
$5,707
0.02% of portfolio
|
Q3 2021
Reduced 95.44%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
60
shares
|
$5,613
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
60
shares
|
$5,613
0.0% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
58
shares
|
$5,426
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
57
shares
|
$5,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
55
shares
|
$5,145
0.0% of portfolio
|
Q1 2024
Reduced 17.91%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
50
shares
|
$4,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
46
shares
|
$4,303
0.0% of portfolio
|
Q3 2022
New holding
|