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 |
|---|---|---|---|---|---|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
318,617
shares
|
$30.6 Million
3.0% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
309,641
shares
|
$29.7 Million
1.92% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
308,304
shares
|
$29.6 Million
1.39% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
307,598
shares
|
$29.5 Million
0.31% of portfolio
|
Q2 2025
Added 23.25%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
306,071
shares
|
$29.3 Million
2.5% of portfolio
|
Q2 2025
Reduced 63.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
303,832
shares
|
$29.1 Million
0.85% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
300,740
shares
|
$28.8 Million
0.6% of portfolio
|
Q2 2025
Added 38.56%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
299,845
shares
|
$28.8 Million
2.82% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
298,881
shares
|
$28.7 Million
0.4% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
297,557
shares
|
$28.5 Million
0.53% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
290,122
shares
|
$27.8 Million
3.75% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
288,520
shares
|
$27.7 Million
0.34% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
284,487
shares
|
$27.3 Million
3.2% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
282,875
shares
|
$27.1 Million
0.05% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
278,570
shares
|
$26.7 Million
0.05% of portfolio
|
Q2 2025
Added 23.83%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
257,844
shares
|
$24.7 Million
2.34% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
256,687
shares
|
$24.6 Million
0.68% of portfolio
|
Q1 2023
Added 24.54%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
253,551
shares
|
$24.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
249,475
shares
|
$23.9 Million
0.47% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
249,458
shares
|
$23.9 Million
7.7% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
248,361
shares
|
$23.8 Million
3.32% of portfolio
|
Q2 2025
Added 62.37%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
247,604
shares
|
$23.7 Million
3.39% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
247,057
shares
|
$23.7 Million
0.89% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
243,850
shares
|
$23.4 Million
0.95% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
242,726
shares
|
$23.3 Million
2.01% of portfolio
|
Q3 2025
Added 0.24%
|