Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,054 institutions that hold shares in the stock, with a total of 377 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
37,444
shares
|
$3.59 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
|
$3.58 Million
1.86% of portfolio
|
Q2 2023
Added 162.73%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
37,245
shares
|
$3.57 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
37,145
shares
|
$3.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
36,890
shares
|
$3.54 Million
0.1% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
36,027
shares
|
$3.45 Million
0.66% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
35,809
shares
|
$3.43 Million
0.07% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
35,515
shares
|
$3.41 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
34,697
shares
|
$3.33 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
34,380
shares
|
$3.3 Million
0.83% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
34,093
shares
|
$3.27 Million
0.06% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
33,920
shares
|
$3.25 Million
1.0% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
33,742
shares
|
$3.24 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
33,571
shares
|
$3.22 Million
0.24% of portfolio
|
Q4 2023
Added 6.59%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
33,235
shares
|
$3.19 Million
0.08% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
33,217
shares
|
$3.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
33,182
shares
|
$3.18 Million
1.29% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
33,151
shares
|
$3.18 Million
0.72% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32,752
shares
|
$3.14 Million
5.55% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
32,656
shares
|
$3.13 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
32,422
shares
|
$3.11 Million
0.18% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
32,278
shares
|
$3.1 Million
2.45% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
32,185
shares
|
$3.09 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
32,009
shares
|
$3.07 Million
0.94% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,769
shares
|
$3.05 Million
1.83% of portfolio
|
Q2 2025
Added 61.13%
|