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 |
|---|---|---|---|---|---|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
31,719
shares
|
$3.04 Million
2.34% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
31,554
shares
|
$3.03 Million
1.8% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,250
shares
|
$3 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
30,948
shares
|
$2.97 Million
0.2% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,731
shares
|
$2.95 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
30,730
shares
|
$2.95 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
30,313
shares
|
$2.91 Million
1.06% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
30,145
shares
|
$2.89 Million
1.25% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,980
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Added 187.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,416
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
29,171
shares
|
$2.8 Million
0.93% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
29,007
shares
|
$2.78 Million
0.07% of portfolio
|
Q3 2025
Added 26.07%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
28,757
shares
|
$2.76 Million
0.6% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
28,505
shares
|
$2.73 Million
0.96% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
28,457
shares
|
$2.73 Million
0.52% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
27,860
shares
|
$2.67 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
27,851
shares
|
$2.67 Million
0.21% of portfolio
|
Q3 2025
Added 32.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
27,845
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
27,699
shares
|
$2.66 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
27,511
shares
|
$2.64 Million
1.41% of portfolio
|
Q3 2025
Added 43.2%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
27,102
shares
|
$2.6 Million
0.29% of portfolio
|
Q3 2025
Added 44.72%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
26,935
shares
|
$2.58 Million
0.22% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
26,892
shares
|
$2.58 Million
1.43% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
26,815
shares
|
$2.57 Million
0.84% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
26,777
shares
|
$2.57 Million
0.24% of portfolio
|
Q3 2025
Reduced 21.92%
|