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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
149,964
shares
|
$14 Million
1.71% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
146,188
shares
|
$13.7 Million
0.15% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
145,978
shares
|
$13.7 Million
0.66% of portfolio
|
Q2 2023
Added 15.39%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
145,662
shares
|
$13.6 Million
6.99% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
143,001
shares
|
$13.4 Million
5.27% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
142,575
shares
|
$13.3 Million
0.81% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
142,431
shares
|
$13.3 Million
3.19% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
142,234
shares
|
$13.3 Million
1.34% of portfolio
|
Q2 2025
Added 61.27%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
141,905
shares
|
$13.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
140,933
shares
|
$13.2 Million
0.18% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
139,979
shares
|
$13.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 60.08%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
136,726
shares
|
$12.8 Million
1.38% of portfolio
|
Q3 2023
Reduced 20.09%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
135,242
shares
|
$12.7 Million
3.27% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
133,677
shares
|
$12.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 79.01%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
132,477
shares
|
$12.4 Million
0.05% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
132,174
shares
|
$12.4 Million
2.92% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
132,172
shares
|
$12.4 Million
0.1% of portfolio
|
Q2 2025
Added 131.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
131,621
shares
|
$12.3 Million
0.83% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
130,449
shares
|
$12.2 Million
0.31% of portfolio
|
Q2 2025
Added 68.09%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
129,231
shares
|
$12.1 Million
3.27% of portfolio
|
Q2 2025
Added 98.35%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
128,588
shares
|
$12 Million
3.46% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
127,524
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
122,642
shares
|
$11.5 Million
6.68% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
121,340
shares
|
$11.4 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
120,954
shares
|
$11.3 Million
0.85% of portfolio
|
Q2 2025
Added 8.8%
|