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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
2,856
shares
|
$273,861
0.1% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
2,850
shares
|
$273,286
0.02% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,832
shares
|
$271,560
0.02% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
2,814
shares
|
$269,834
0.28% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,786
shares
|
$267,149
0.06% of portfolio
|
Q3 2025
Added 31.35%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
2,733
shares
|
$262,067
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,723
shares
|
$261,108
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
2,701
shares
|
$258,998
0.15% of portfolio
|
Q3 2025
Reduced 34.66%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,666
shares
|
$255,642
0.01% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
2,661
shares
|
$255,163
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,655
shares
|
$254,587
0.01% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,655
shares
|
$254,587
0.03% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
2,653
shares
|
$254,396
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,643
shares
|
$253,437
0.0% of portfolio
|
Q3 2025
Reduced 19.64%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
2,643
shares
|
$253,437
0.11% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,639
shares
|
$253,053
0.01% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,636
shares
|
$252,766
0.0% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,605
shares
|
$249,793
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
2,583
shares
|
$247,683
0.35% of portfolio
|
Q4 2022
Added 66.75%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,580
shares
|
$247,396
0.27% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,578
shares
|
$247,204
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
2,569
shares
|
$246,341
0.09% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,569
shares
|
$246,341
0.03% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,561
shares
|
$245,574
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,550
shares
|
$244,519
0.01% of portfolio
|
Q1 2025
New holding
|