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 |
|---|---|---|---|---|---|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
6,598
shares
|
$616,715
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,585
shares
|
$615,499
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
6,569
shares
|
$614,004
0.11% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
6,432
shares
|
$601,199
0.3% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
6,429
shares
|
$600,918
0.21% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
6,411
shares
|
$599,236
0.14% of portfolio
|
Q1 2025
Added 101.35%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
6,209
shares
|
$580,355
0.11% of portfolio
|
Q1 2025
Added 53.84%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
6,199
shares
|
$579,420
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
6,161
shares
|
$575,868
0.35% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,152
shares
|
$575,027
0.05% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,147
shares
|
$574,560
0.05% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
6,125
shares
|
$572,503
0.34% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
6,085
shares
|
$568,764
0.0% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
5,959
shares
|
$556,987
0.35% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,945
shares
|
$555,679
0.04% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,903
shares
|
$551,753
0.02% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,897
shares
|
$551,192
0.02% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,884
shares
|
$549,977
0.02% of portfolio
|
Q1 2025
Reduced 31.92%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,737
shares
|
$536,237
0.18% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
5,675
shares
|
$530,442
0.1% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
5,633
shares
|
$526,516
0.53% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,601
shares
|
$523,525
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
5,574
shares
|
$521,001
0.33% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,570
shares
|
$520,627
0.02% of portfolio
|
Q4 2024
Reduced 35.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5,542
shares
|
$518,010
0.23% of portfolio
|
Q1 2025
Added 0.11%
|