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 |
|---|---|---|---|---|---|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
3,161
shares
|
$295,458
0.09% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
3,153
shares
|
$294,710
0.11% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3,112
shares
|
$290,878
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,063
shares
|
$286,298
0.21% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,045
shares
|
$284,616
0.05% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,041
shares
|
$284,242
0.03% of portfolio
|
Q1 2025
Reduced 50.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,023
shares
|
$282,559
0.0% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,003
shares
|
$280,690
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,995
shares
|
$279,942
0.01% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,987
shares
|
$279,194
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,984
shares
|
$278,914
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
2,982
shares
|
$278,727
0.11% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
2,950
shares
|
$275,736
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,934
shares
|
$274,240
0.11% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,924
shares
|
$273,306
0.25% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,903
shares
|
$271,343
0.09% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,892
shares
|
$270,315
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,890
shares
|
$270,128
0.01% of portfolio
|
Q1 2025
Added 64.48%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
2,883
shares
|
$269,474
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneda S.A. Administradora General De Fondos
|
May 06, 2025 Q1 2025 |
2,873
shares
|
$268,539
0.29% of portfolio
|
Q3 2024
Reduced 64.43%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,867
shares
|
$267,978
0.0% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,863
shares
|
$267,604
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
2,856
shares
|
$266,950
0.1% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,803
shares
|
$261,996
0.12% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,749
shares
|
$256,949
0.02% of portfolio
|
Q1 2025
Reduced 6.78%
|