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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
19,112
shares
|
$1.79 Million
0.11% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
18,988
shares
|
$1.77 Million
0.49% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
18,760
shares
|
$1.75 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
18,758
shares
|
$1.75 Million
0.57% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
18,753
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.33%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
18,661
shares
|
$1.74 Million
0.58% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
18,559
shares
|
$1.73 Million
2.59% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
18,396
shares
|
$1.72 Million
0.16% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
18,368
shares
|
$1.72 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
18,069
shares
|
$1.69 Million
0.71% of portfolio
|
Q1 2025
Reduced 48.57%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
17,855
shares
|
$1.67 Million
0.25% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
17,807
shares
|
$1.66 Million
1.73% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
17,703
shares
|
$1.65 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
17,642
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
17,518
shares
|
$1.64 Million
0.31% of portfolio
|
Q1 2023
Reduced 10.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
17,351
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
17,256
shares
|
$1.61 Million
0.22% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
17,251
shares
|
$1.61 Million
1.34% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
17,089
shares
|
$1.6 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
17,036
shares
|
$1.59 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
17,005
shares
|
$1.59 Million
0.51% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,762
shares
|
$1.57 Million
0.24% of portfolio
|
Q1 2025
Added 20.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
16,735
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
16,601
shares
|
$1.55 Million
0.35% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,594
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2022
Added 568.84%
|