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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
29,140
shares
|
$2.72 Million
1.21% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
28,575
shares
|
$2.67 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
28,406
shares
|
$2.66 Million
1.45% of portfolio
|
Q1 2025
Added 28.63%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
27,741
shares
|
$2.59 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
27,611
shares
|
$2.58 Million
0.77% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
27,555
shares
|
$2.58 Million
0.03% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
27,466
shares
|
$2.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
27,342
shares
|
$2.56 Million
0.21% of portfolio
|
Q1 2025
Added 900.44%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
27,100
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 88.85%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
26,892
shares
|
$2.51 Million
1.43% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
26,790
shares
|
$2.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
26,715
shares
|
$2.5 Million
1.34% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,614
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2022
Added 8.25%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
26,572
shares
|
$2.48 Million
2.48% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
26,436
shares
|
$2.47 Million
0.45% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
26,204
shares
|
$2.45 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
26,151
shares
|
$2.44 Million
0.47% of portfolio
|
Q1 2025
Added 52.63%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
25,959
shares
|
$2.43 Million
0.94% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
25,949
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
25,753
shares
|
$2.41 Million
0.16% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
25,656
shares
|
$2.4 Million
1.54% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
25,500
shares
|
$2.38 Million
0.2% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
25,455
shares
|
$2.38 Million
0.7% of portfolio
|
Q2 2023
Reduced 1.15%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
25,245
shares
|
$2.36 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
25,100
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|