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 |
---|---|---|---|---|---|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
5,404
shares
|
$505,111
0.43% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,385
shares
|
$503,335
0.08% of portfolio
|
Q1 2025
New holding
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
5,365
shares
|
$501,466
0.05% of portfolio
|
Q2 2025
New holding
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
5,314
shares
|
$496,699
0.04% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
5,286
shares
|
$494,082
0.34% of portfolio
|
Q1 2025
Added 0.3%
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
5,269
shares
|
$492,493
0.04% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
5,194
shares
|
$485,483
0.07% of portfolio
|
Q1 2025
Reduced 95.14%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,129
shares
|
$479,407
0.02% of portfolio
|
Q2 2025
Added 5.8%
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,059
shares
|
$472,864
0.03% of portfolio
|
Q2 2025
Added 2.87%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,050
shares
|
$472,023
0.0% of portfolio
|
Q3 2022
Added 0.54%
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
5,041
shares
|
$471,182
0.04% of portfolio
|
Q1 2025
Added 3.41%
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
5,000
shares
|
$467,350
0.08% of portfolio
|
Q4 2024
Reduced 29.89%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,929
shares
|
$460,713
0.09% of portfolio
|
Q1 2024
Reduced 83.28%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,910
shares
|
$458,937
0.13% of portfolio
|
Q2 2025
Added 11.49%
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
4,886
shares
|
$456,694
0.06% of portfolio
|
Q1 2025
Reduced 50.66%
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
4,872
shares
|
$455,385
0.44% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
4,871
shares
|
$455,292
7.33% of portfolio
|
Q1 2023
Reduced 97.17%
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
4,861
shares
|
$454,357
0.1% of portfolio
|
Q1 2025
Added 1.91%
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
4,861
shares
|
$454,357
0.09% of portfolio
|
Q1 2025
Added 1.91%
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
4,846
shares
|
$452,955
0.12% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
4,833
shares
|
$451,740
0.05% of portfolio
|
Q1 2025
Added 12.21%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
4,821
shares
|
$450,618
0.03% of portfolio
|
Q1 2025
New holding
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,812
shares
|
$449,777
0.22% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
4,732
shares
|
$442,300
0.16% of portfolio
|
Q2 2025
New holding
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,671
shares
|
$436,598
0.35% of portfolio
|
Q2 2023
Reduced 33.86%
|