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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
120,582
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2025
Added 46.89%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
117,243
shares
|
$11 Million
1.28% of portfolio
|
Q4 2022
Added 717.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
116,094
shares
|
$10.9 Million
0.26% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
115,312
shares
|
$10.8 Million
0.94% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
115,149
shares
|
$10.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
114,924
shares
|
$10.8 Million
0.57% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
114,211
shares
|
$10.7 Million
2.05% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
112,621
shares
|
$10.5 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
112,449
shares
|
$10.5 Million
0.76% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
112,049
shares
|
$10.5 Million
4.34% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
111,225
shares
|
$10.4 Million
0.39% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
110,060
shares
|
$10.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 39.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
109,160
shares
|
$10.2 Million
0.81% of portfolio
|
Q3 2023
Reduced 26.57%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
107,485
shares
|
$10.1 Million
2.19% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
107,237
shares
|
$10 Million
2.03% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
106,650
shares
|
$9.98 Million
1.4% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
106,470
shares
|
$9.96 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
|
$9.93 Million
3.95% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
105,334
shares
|
$9.86 Million
1.47% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
104,500
shares
|
$9.78 Million
0.58% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
103,436
shares
|
$9.68 Million
2.85% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
100,110
shares
|
$9.37 Million
2.54% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
99,796
shares
|
$9.34 Million
3.11% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
98,955
shares
|
$9.26 Million
0.08% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
95,057
shares
|
$8.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.45%
|