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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,142
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
14,120
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 27.09%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
14,083
shares
|
$1.32 Million
0.66% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
14,081
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
14,022
shares
|
$1.31 Million
0.09% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
14,002
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
13,961
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
13,905
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
13,719
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.88%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
13,707
shares
|
$1.28 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
13,707
shares
|
$1.28 Million
0.74% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
13,673
shares
|
$1.28 Million
0.41% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,628
shares
|
$1.27 Million
0.87% of portfolio
|
Q3 2022
Reduced 12.26%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,568
shares
|
$1.27 Million
0.56% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,481
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Added 88.76%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
13,458
shares
|
$1.26 Million
0.54% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
13,285
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 75.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,216
shares
|
$1.24 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
13,189
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
12,955
shares
|
$1.21 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
12,944
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
12,941
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
12,941
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
12,930
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2024
Added 12.73%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
12,668
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Added 0.11%
|