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 |
|---|---|---|---|---|---|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,305
shares
|
$682,798
0.27% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,298
shares
|
$682,144
0.06% of portfolio
|
Q2 2025
Added 135.8%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,204
shares
|
$673,357
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
7,162
shares
|
$669,432
0.21% of portfolio
|
Q1 2025
Added 108.56%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
7,135
shares
|
$666,908
0.77% of portfolio
|
Q1 2025
Reduced 62.52%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
7,124
shares
|
$665,880
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
7,030
shares
|
$657,094
0.19% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,028
shares
|
$656,907
0.46% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
7,011
shares
|
$655,318
0.04% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,989
shares
|
$653,261
0.22% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
6,918
shares
|
$646,625
0.2% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,915
shares
|
$646,345
0.01% of portfolio
|
Q1 2025
Reduced 65.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,882
shares
|
$643,260
0.06% of portfolio
|
Q1 2025
Added 391.22%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
6,849
shares
|
$640,176
0.26% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,846
shares
|
$639,895
0.05% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,833
shares
|
$638,680
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
6,806
shares
|
$636,156
0.05% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
6,796
shares
|
$635,222
0.08% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,790
shares
|
$634,661
0.0% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,748
shares
|
$630,735
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,718
shares
|
$627,931
0.14% of portfolio
|
Q2 2023
Reduced 12.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
6,717
shares
|
$627,837
0.2% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,709
shares
|
$627,090
0.0% of portfolio
|
Q1 2025
Added 49.55%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
6,701
shares
|
$626,342
0.08% of portfolio
|
Q2 2025
Reduced 60.69%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
6,600
shares
|
$616,902
0.89% of portfolio
|
Q1 2025
Reduced 29.22%
|