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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
6,717
shares
|
$644,093
0.2% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
6,705
shares
|
$642,942
2.39% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
6,682
shares
|
$640,736
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
6,568
shares
|
$629,805
0.29% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
6,556
shares
|
$628,654
0.02% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
6,440
shares
|
$617,531
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
6,367
shares
|
$610,531
0.07% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,362
shares
|
$610,052
0.02% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
6,312
shares
|
$605,257
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
6,308
shares
|
$604,874
0.08% of portfolio
|
Q3 2025
Added 78.7%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
6,305
shares
|
$604,586
0.23% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
6,274
shares
|
$601,613
0.09% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
6,249
shares
|
$599,216
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
6,199
shares
|
$594,422
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,187
shares
|
$593,271
0.02% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
6,160
shares
|
$590,682
0.26% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,147
shares
|
$589,435
0.05% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
6,125
shares
|
$587,326
0.34% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
6,038
shares
|
$578,983
0.24% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,036
shares
|
$578,792
0.03% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
6,009
shares
|
$576,203
0.05% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
5,973
shares
|
$572,750
0.34% of portfolio
|
Q2 2025
Reduced 66.94%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Oct 07, 2025 Q2 2025 |
5,943
shares
|
$569,874
0.0% of portfolio
|
Q2 2025
Added 144.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,850
shares
|
$560,956
0.04% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
5,771
shares
|
$553,381
0.4% of portfolio
|
Q3 2025
Added 4.26%
|