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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
3,559
shares
|
$332,659
0.17% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
3,552
shares
|
$332,005
0.04% of portfolio
|
Q2 2025
Reduced 32.98%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
3,551
shares
|
$331,911
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,530
shares
|
$329,949
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
3,519
shares
|
$328,920
0.0% of portfolio
|
Q3 2024
Reduced 95.38%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,519
shares
|
$328,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
3,500
shares
|
$327,145
0.09% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
3,473
shares
|
$324,621
0.01% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,448
shares
|
$322,284
0.15% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
3,431
shares
|
$320,695
0.05% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3,421
shares
|
$319,760
0.01% of portfolio
|
Q1 2025
Added 5417.74%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
3,386
shares
|
$316,489
0.12% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,367
shares
|
$314,713
0.01% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
3,366
shares
|
$314,620
0.22% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,359
shares
|
$313,965
0.03% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,319
shares
|
$310,226
0.06% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,312
shares
|
$309,572
0.0% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
3,308
shares
|
$309,198
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,307
shares
|
$309,105
0.1% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,289
shares
|
$307,422
0.0% of portfolio
|
Q1 2025
Added 26.79%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,285
shares
|
$307,048
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,280
shares
|
$306,581
0.07% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,263
shares
|
$304,992
0.01% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,213
shares
|
$300,319
0.14% of portfolio
|
Q1 2025
Reduced 36.43%
|
|
|
Angeles Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,200
shares
|
$299,104
0.02% of portfolio
|
Q4 2024
Reduced 46.76%
|