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 |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
44,216
shares
|
$4.13 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
44,215
shares
|
$4.13 Million
0.54% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
44,110
shares
|
$4.12 Million
0.16% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
43,840
shares
|
$4.1 Million
1.17% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
43,521
shares
|
$4.07 Million
0.87% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
42,919
shares
|
$4.01 Million
1.04% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
42,542
shares
|
$3.98 Million
2.16% of portfolio
|
Q4 2023
Added 4.05%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
42,508
shares
|
$3.97 Million
2.25% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
42,137
shares
|
$3.94 Million
0.16% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
41,659
shares
|
$3.89 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
41,413
shares
|
$3.87 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
41,403
shares
|
$3.87 Million
1.21% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
40,998
shares
|
$3.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 32.05%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
39,823
shares
|
$3.72 Million
2.3% of portfolio
|
Q3 2024
Added 85.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
39,787
shares
|
$3.72 Million
0.39% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
39,569
shares
|
$3.7 Million
0.49% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
39,562
shares
|
$3.7 Million
1.22% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
39,039
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
38,895
shares
|
$3.64 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
38,476
shares
|
$3.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
38,111
shares
|
$3.56 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
37,846
shares
|
$3.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
37,522
shares
|
$3.51 Million
0.56% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
37,331
shares
|
$3.49 Million
1.86% of portfolio
|
Q2 2023
Added 162.73%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
36,918
shares
|
$3.45 Million
1.28% of portfolio
|
Q2 2025
Added 1.66%
|