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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
43,793
shares
|
$4.18 Million
0.46% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
43,206
shares
|
$4.12 Million
0.6% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
42,913
shares
|
$4.09 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
42,542
shares
|
$4.06 Million
2.16% of portfolio
|
Q4 2023
Added 4.05%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
42,520
shares
|
$4.06 Million
0.18% of portfolio
|
Q2 2025
Added 1089.37%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
42,508
shares
|
$4.06 Million
2.25% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
42,435
shares
|
$4.05 Million
1.15% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
42,356
shares
|
$4.04 Million
0.07% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
42,137
shares
|
$4.02 Million
0.16% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
41,678
shares
|
$3.98 Million
0.21% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
41,413
shares
|
$3.95 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
40,770
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2025
Added 18.13%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
40,643
shares
|
$3.88 Million
2.17% of portfolio
|
Q2 2025
Reduced 34.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
40,420
shares
|
$3.86 Million
0.48% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
39,823
shares
|
$3.8 Million
2.3% of portfolio
|
Q3 2024
Added 85.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
39,787
shares
|
$3.8 Million
0.39% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
39,768
shares
|
$3.79 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
39,026
shares
|
$3.72 Million
0.86% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
39,026
shares
|
$3.72 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
37,985
shares
|
$3.62 Million
0.99% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
37,680
shares
|
$3.6 Million
0.86% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
37,444
shares
|
$3.57 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
37,331
shares
|
$3.56 Million
1.86% of portfolio
|
Q2 2023
Added 162.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
37,145
shares
|
$3.54 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
36,918
shares
|
$3.52 Million
1.28% of portfolio
|
Q2 2025
Added 1.66%
|