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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
117
shares
|
$10,935
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
115
shares
|
$10,749
0.0% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
113
shares
|
$10,562
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
104
shares
|
$9,720
0.0% of portfolio
|
Q1 2025
Added 940.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
103
shares
|
$9,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
103
shares
|
$9,627
0.0% of portfolio
|
Q1 2025
Reduced 85.43%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
100
shares
|
$9,347
0.0% of portfolio
|
Q4 2022
Added 113.51%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
99
shares
|
$9,253
0.0% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
98
shares
|
$9,160
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
96
shares
|
$8,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
92
shares
|
$8,599
0.0% of portfolio
|
Q4 2023
Reduced 86.74%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
92
shares
|
$8,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
86
shares
|
$8,038
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
73
shares
|
$6,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
72
shares
|
$6,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
71
shares
|
$6,636
0.0% of portfolio
|
Q1 2025
Reduced 96.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
70
shares
|
$6,542
0.0% of portfolio
|
Q4 2024
Added 337.5%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
69
shares
|
$6,449
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
69
shares
|
$6,449
0.0% of portfolio
|
Q4 2024
Added 245.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
69
shares
|
$6,449
0.0% of portfolio
|
Q1 2025
Reduced 55.77%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
65
shares
|
$6,075
0.0% of portfolio
|
Q3 2024
Reduced 57.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$5,888
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
62
shares
|
$5,795
0.0% of portfolio
|
Q2 2024
Reduced 47.46%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61
shares
|
$5,701
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
61
shares
|
$5,701
0.02% of portfolio
|
Q3 2021
Reduced 95.44%
|