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 377 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
470,728
shares
|
$45.1 Million
0.38% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
462,897
shares
|
$44.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
449,204
shares
|
$43.1 Million
0.72% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
444,211
shares
|
$42.6 Million
1.31% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
442,364
shares
|
$42.4 Million
4.13% of portfolio
|
Q2 2023
Added 120.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
439,274
shares
|
$42.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
433,948
shares
|
$41.6 Million
0.67% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
416,463
shares
|
$39.9 Million
1.73% of portfolio
|
Q3 2025
Added 3057.65%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
398,864
shares
|
$38.2 Million
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
397,392
shares
|
$38.1 Million
3.28% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
389,283
shares
|
$37.3 Million
0.11% of portfolio
|
Q2 2025
Added 22.25%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
387,672
shares
|
$37.2 Million
1.32% of portfolio
|
Q1 2022
Reduced 13.4%
|
|
|
Argi Investment Services, LLC
|
Oct 22, 2025 Q3 2025 |
375,228
shares
|
$36 Million
1.88% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
370,355
shares
|
$35.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367,979
shares
|
$35.3 Million
9.35% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
366,497
shares
|
$35.1 Million
0.52% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
359,376
shares
|
$34.5 Million
1.43% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
356,061
shares
|
$34.1 Million
0.38% of portfolio
|
Q1 2024
Added 13.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
346,492
shares
|
$33.2 Million
0.2% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
344,037
shares
|
$33 Million
2.74% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
338,060
shares
|
$32.4 Million
0.26% of portfolio
|
Q4 2021
Added 63.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
335,939
shares
|
$32.2 Million
0.07% of portfolio
|
Q2 2025
Added 28.16%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
328,643
shares
|
$31.5 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
320,799
shares
|
$30.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
318,617
shares
|
$30.6 Million
3.0% of portfolio
|
Q2 2025
Added 15.46%
|