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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
187,383
shares
|
$17.5 Million
1.08% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
182,302
shares
|
$17.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
180,998
shares
|
$16.9 Million
0.1% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
179,440
shares
|
$16.8 Million
1.38% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
179,099
shares
|
$16.8 Million
2.48% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
179,077
shares
|
$16.8 Million
0.13% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
172,478
shares
|
$16.1 Million
0.3% of portfolio
|
Q2 2025
Added 52.41%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
171,993
shares
|
$16.1 Million
6.82% of portfolio
|
Q2 2025
Added 134.52%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
171,720
shares
|
$16.1 Million
2.53% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Aug 06, 2025 Q2 2025 |
171,179
shares
|
$16 Million
0.08% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
170,550
shares
|
$16 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
166,187
shares
|
$15.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
165,673
shares
|
$15.5 Million
1.32% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
165,355
shares
|
$15.5 Million
0.08% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
164,091
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
163,271
shares
|
$15.3 Million
0.61% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
162,873
shares
|
$15.2 Million
1.3% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
160,038
shares
|
$15 Million
0.1% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
159,980
shares
|
$15 Million
0.65% of portfolio
|
Q2 2025
Added 26.05%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
159,777
shares
|
$14.9 Million
4.58% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
159,515
shares
|
$14.9 Million
0.13% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
158,880
shares
|
$14.9 Million
1.84% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
158,783
shares
|
$14.9 Million
0.39% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
153,141
shares
|
$14.3 Million
0.42% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
153,044
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 59.02%
|