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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,487
shares
|
$232,459
0.04% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,485
shares
|
$232,272
0.09% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,475
shares
|
$231,338
0.01% of portfolio
|
Q1 2025
Reduced 45.76%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
2,473
shares
|
$231,151
0.21% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,465
shares
|
$230,403
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
2,465
shares
|
$230,403
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
2,461
shares
|
$230,029
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,458
shares
|
$229,749
0.34% of portfolio
|
Q4 2024
Reduced 42.42%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,440
shares
|
$228,066
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
2,439
shares
|
$227,973
0.05% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
2,430
shares
|
$227,132
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
2,423
shares
|
$226,477
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
2,411
shares
|
$225,356
0.08% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
2,393
shares
|
$223,673
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$221,150
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,351
shares
|
$219,747
0.03% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
2,342
shares
|
$218,906
0.1% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,308
shares
|
$215,728
0.12% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,307
shares
|
$215,635
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
2,304
shares
|
$215,354
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,302
shares
|
$215,167
0.01% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$215,074
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
2,300
shares
|
$214,981
0.05% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,294
shares
|
$214,420
0.01% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
2,290
shares
|
$214,046
0.03% of portfolio
|
Q1 2025
Reduced 14.9%
|