Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,051 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 $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
66,078
shares
|
$6.31 Million
1.88% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
65,278
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
63,975
shares
|
$6.1 Million
1.17% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Meteora Capital, LLC
Boca Raton, FL |
Aug 14, 2025 Q2 2025 |
62,500
shares
|
$5.96 Million
8.27% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,494
shares
|
$5.96 Million
0.25% of portfolio
|
Q1 2023
Added 145.27%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
61,471
shares
|
$5.87 Million
0.5% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
60,603
shares
|
$5.78 Million
0.73% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
59,972
shares
|
$5.72 Million
0.44% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
58,884
shares
|
$5.62 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
58,751
shares
|
$5.61 Million
2.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,478
shares
|
$5.58 Million
0.01% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
58,332
shares
|
$5.57 Million
0.26% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
57,846
shares
|
$5.52 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Endurance Services LTD
Purchase, NY |
Aug 14, 2025 Q2 2025 |
57,544
shares
|
$5.49 Million
0.94% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
57,057
shares
|
$5.44 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
57,017
shares
|
$5.44 Million
0.01% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
56,949
shares
|
$5.43 Million
2.26% of portfolio
|
Q3 2023
Added 2.15%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
56,617
shares
|
$5.4 Million
0.06% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
56,511
shares
|
$5.39 Million
1.98% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
56,133
shares
|
$5.36 Million
2.77% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
55,994
shares
|
$5.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
55,543
shares
|
$5.3 Million
0.63% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
55,492
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
55,404
shares
|
$5.29 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
55,325
shares
|
$5.28 Million
3.9% of portfolio
|
Q2 2025
Added 12.13%
|