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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
307,598
shares
|
$28.8 Million
0.31% of portfolio
|
Q2 2025
Added 23.25%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
306,071
shares
|
$28.6 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
|
$28.4 Million
0.85% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
300,740
shares
|
$28.1 Million
0.6% of portfolio
|
Q2 2025
Added 38.56%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
299,845
shares
|
$28.1 Million
2.82% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
297,557
shares
|
$27.8 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
|
$27.1 Million
3.75% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
289,984
shares
|
$27.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
288,520
shares
|
$27 Million
0.34% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
288,361
shares
|
$27 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
286,448
shares
|
$26.8 Million
1.4% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
284,487
shares
|
$26.6 Million
3.2% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
282,875
shares
|
$26.5 Million
0.05% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
278,570
shares
|
$26.1 Million
0.05% of portfolio
|
Q2 2025
Added 23.83%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
265,731
shares
|
$24.9 Million
1.97% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
256,687
shares
|
$24 Million
0.68% of portfolio
|
Q1 2023
Added 24.54%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
253,551
shares
|
$23.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
249,458
shares
|
$23.3 Million
7.7% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
248,361
shares
|
$23.2 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
|
$23.2 Million
3.39% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
243,850
shares
|
$22.8 Million
0.95% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
243,525
shares
|
$22.8 Million
3.44% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
242,135
shares
|
$22.7 Million
2.06% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
241,333
shares
|
$22.6 Million
0.47% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
234,321
shares
|
$21.9 Million
0.9% of portfolio
|
Q2 2025
Added 5.75%
|