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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,411
shares
|
$131,886
0.05% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,395
shares
|
$130,390
0.01% of portfolio
|
Q2 2025
Reduced 36.99%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,314
shares
|
$122,819
0.0% of portfolio
|
Q1 2025
Added 33.4%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,281
shares
|
$119,735
0.01% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,218
shares
|
$113,846
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,207
shares
|
$112,818
0.07% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,183
shares
|
$110,575
0.1% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
1,094
shares
|
$102,256
0.06% of portfolio
|
Q2 2025
Added 128.87%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,076
shares
|
$100,573
0.03% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,015
shares
|
$94,872
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
980
shares
|
$91,600
0.02% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
971
shares
|
$90,759
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
941
shares
|
$87,955
0.09% of portfolio
|
Q1 2025
Reduced 72.76%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
895
shares
|
$83,655
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
893
shares
|
$83,468
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
875
shares
|
$81,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
834
shares
|
$77,953
0.06% of portfolio
|
Q1 2025
Reduced 84.62%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
795
shares
|
$74,308
0.01% of portfolio
|
Q2 2025
Added 148.44%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
783
shares
|
$73,187
0.0% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
775
shares
|
$72,439
0.07% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
761
shares
|
$71,130
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
754
shares
|
$70,476
0.0% of portfolio
|
Q1 2025
Reduced 43.65%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
744
shares
|
$69,541
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
739
shares
|
$69,074
0.02% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
702
shares
|
$65,615
0.0% of portfolio
|
Q1 2025
Reduced 62.66%
|