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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
95
shares
|
$9,109
0.02% of portfolio
|
Q2 2025
Reduced 51.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
92
shares
|
$8,821
0.0% of portfolio
|
Q4 2023
Reduced 86.74%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
82
shares
|
$7,862
0.0% of portfolio
|
Q3 2025
Added 256.52%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
79
shares
|
$7,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
74
shares
|
$7,095
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
70
shares
|
$6,712
0.0% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
69
shares
|
$6,616
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
69
shares
|
$6,616
0.0% of portfolio
|
Q4 2024
Added 245.0%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
65
shares
|
$6,232
0.0% of portfolio
|
Q3 2024
Reduced 57.24%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
64
shares
|
$6,136
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$6,041
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61
shares
|
$5,849
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
61
shares
|
$5,849
0.02% of portfolio
|
Q3 2021
Reduced 95.44%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
60
shares
|
$5,753
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
60
shares
|
$5,753
0.0% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
58
shares
|
$5,561
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
57
shares
|
$5,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
55
shares
|
$5,273
0.0% of portfolio
|
Q1 2024
Reduced 17.91%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
50
shares
|
$4,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
46
shares
|
$4,410
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
45
shares
|
$4,315
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
43
shares
|
$4,123
0.0% of portfolio
|
Q3 2025
Reduced 88.92%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
42
shares
|
$4,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
41
shares
|
$3,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
40
shares
|
$3,835
0.0% of portfolio
|
Q2 2025
New holding
|