Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,049 institutions that hold shares in the stock, with a total of 350 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
91,725
shares
|
$8.57 Million
1.2% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
90,747
shares
|
$8.48 Million
0.08% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
90,000
shares
|
$8.41 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
89,617
shares
|
$8.38 Million
0.26% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
89,038
shares
|
$8.32 Million
2.11% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
88,309
shares
|
$8.25 Million
3.21% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
87,841
shares
|
$8.21 Million
0.47% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
86,397
shares
|
$8.08 Million
0.64% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
86,221
shares
|
$8.06 Million
1.73% of portfolio
|
Q1 2025
Added 34.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
86,108
shares
|
$8.05 Million
2.95% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
85,774
shares
|
$8.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
84,330
shares
|
$7.88 Million
2.46% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
83,738
shares
|
$7.83 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
83,286
shares
|
$7.78 Million
1.7% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Park Avenue Institutional Advisers LLC
|
Feb 07, 2025 Q4 2024 |
82,790
shares
|
$7.74 Million
54.06% of portfolio
|
Q4 2024
Reduced 60.37%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
82,092
shares
|
$7.67 Million
0.02% of portfolio
|
Q1 2025
Added 130.41%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
81,684
shares
|
$7.64 Million
1.57% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
80,697
shares
|
$7.54 Million
2.94% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
80,473
shares
|
$7.52 Million
4.05% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
79,445
shares
|
$7.43 Million
0.24% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
78,784
shares
|
$7.36 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
78,627
shares
|
$7.35 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
78,161
shares
|
$7.31 Million
0.81% of portfolio
|
Q1 2025
Reduced 32.99%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
77,607
shares
|
$7.25 Million
0.25% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
76,901
shares
|
$7.19 Million
4.74% of portfolio
|
Q1 2023
Reduced 21.08%
|