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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,542
shares
|
$243,752
0.0% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,512
shares
|
$240,875
0.18% of portfolio
|
Q2 2022
Reduced 45.25%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,504
shares
|
$240,108
0.04% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,492
shares
|
$238,957
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,489
shares
|
$238,670
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,487
shares
|
$238,478
0.04% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,485
shares
|
$238,286
0.09% of portfolio
|
Q3 2020
Added 4.85%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
2,465
shares
|
$236,368
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
2,458
shares
|
$235,697
0.3% of portfolio
|
Q4 2024
Reduced 42.42%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,454
shares
|
$235,314
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
2,454
shares
|
$235,314
0.16% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,433
shares
|
$233,300
0.09% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,428
shares
|
$232,820
0.0% of portfolio
|
Q3 2025
Added 48.77%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
2,419
shares
|
$231,957
0.21% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
2,375
shares
|
$227,738
0.24% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,374
shares
|
$227,642
0.01% of portfolio
|
Q2 2025
Reduced 41.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,366
shares
|
$226,875
0.13% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,356
shares
|
$225,916
0.01% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
2,344
shares
|
$224,766
0.1% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,307
shares
|
$221,218
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,302
shares
|
$220,738
0.01% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,301
shares
|
$220,642
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
2,300
shares
|
$220,547
0.05% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
2,287
shares
|
$219,300
0.01% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
2,250
shares
|
$215,752
0.08% of portfolio
|
Q2 2025
Reduced 96.82%
|