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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
121,264
shares
|
$11.6 Million
0.17% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
121,000
shares
|
$11.6 Million
2.08% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
120,954
shares
|
$11.6 Million
0.85% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
120,582
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Added 46.89%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
118,393
shares
|
$11.4 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
117,243
shares
|
$11.2 Million
1.28% of portfolio
|
Q4 2022
Added 717.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
117,031
shares
|
$11.2 Million
0.24% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
115,312
shares
|
$11.1 Million
0.94% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
115,149
shares
|
$11 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
114,924
shares
|
$11 Million
0.57% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
114,275
shares
|
$11 Million
0.31% of portfolio
|
Q3 2025
Reduced 25.38%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
112,449
shares
|
$10.8 Million
0.76% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
112,049
shares
|
$10.7 Million
4.34% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
111,225
shares
|
$10.7 Million
0.39% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
109,160
shares
|
$10.5 Million
0.81% of portfolio
|
Q3 2023
Reduced 26.57%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
107,237
shares
|
$10.3 Million
2.03% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
106,650
shares
|
$10.2 Million
1.4% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
106,470
shares
|
$10.2 Million
2.41% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
106,087
shares
|
$10.2 Million
3.95% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
105,682
shares
|
$10.1 Million
3.1% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
105,334
shares
|
$10.1 Million
1.47% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
104,656
shares
|
$10 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
103,932
shares
|
$9.97 Million
2.72% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
100,900
shares
|
$9.68 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
100,218
shares
|
$9.61 Million
0.51% of portfolio
|
Q3 2025
Added 24.36%
|