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 |
|---|---|---|---|---|---|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
5,753
shares
|
$551,655
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
5,752
shares
|
$551,559
0.52% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
5,682
shares
|
$544,846
0.13% of portfolio
|
Q3 2025
Reduced 34.18%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,633
shares
|
$540,148
0.16% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
5,574
shares
|
$534,490
0.31% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
5,565
shares
|
$533,627
0.04% of portfolio
|
Q3 2025
Reduced 18.23%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
5,519
shares
|
$529,216
0.24% of portfolio
|
Q3 2025
Added 46.01%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,502
shares
|
$527,586
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
5,471
shares
|
$524,614
0.09% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
5,416
shares
|
$519,340
0.04% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
5,365
shares
|
$514,449
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
5,361
shares
|
$514,066
0.77% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
5,334
shares
|
$511,477
0.3% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,310
shares
|
$509,175
0.05% of portfolio
|
Q2 2025
Reduced 47.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
5,263
shares
|
$504,669
0.02% of portfolio
|
Q2 2025
Reduced 49.94%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
5,207
shares
|
$499,299
0.04% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5,180
shares
|
$496,710
0.21% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
5,147
shares
|
$493,545
0.05% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
5,122
shares
|
$491,148
0.3% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,066
shares
|
$485,778
0.19% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
5,052
shares
|
$484,436
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,050
shares
|
$484,244
0.0% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
5,034
shares
|
$482,710
0.01% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
5,001
shares
|
$479,545
0.1% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
5,001
shares
|
$479,545
0.09% of portfolio
|
Q2 2025
Added 2.88%
|