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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,424
shares
|
$807,777
0.02% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
8,394
shares
|
$804,900
0.23% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Aspire Private Capital, LLC
|
Oct 29, 2025 Q3 2025 |
8,330
shares
|
$798,763
0.18% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,323
shares
|
$798,092
0.11% of portfolio
|
Q2 2025
Reduced 50.35%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
8,175
shares
|
$783,900
0.09% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,151
shares
|
$781,599
0.23% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,111
shares
|
$777,763
0.0% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
8,034
shares
|
$770,380
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
7,994
shares
|
$766,544
0.56% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,991
shares
|
$766,256
0.3% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,957
shares
|
$762,996
0.02% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
7,934
shares
|
$760,791
0.47% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
7,928
shares
|
$760,215
0.58% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
7,881
shares
|
$755,709
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
7,864
shares
|
$754,078
0.0% of portfolio
|
Q2 2025
Added 102.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,828
shares
|
$750,626
0.03% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
7,800
shares
|
$747,942
0.78% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,788
shares
|
$746,791
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,780
shares
|
$746,024
0.02% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,752
shares
|
$743,339
0.01% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,723
shares
|
$740,558
0.09% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
7,590
shares
|
$727,805
0.19% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,570
shares
|
$725,887
0.07% of portfolio
|
Q4 2022
Added 8.08%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
7,558
shares
|
$724,736
0.14% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
7,533
shares
|
$722,339
0.03% of portfolio
|
Q3 2025
Added 7.45%
|