Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,071 institutions that hold shares in the stock, with a total of 395 Million shares, which have been reported (via 13F filing form) to have a value of $37.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
32
shares
|
$3,042
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
32
shares
|
$3,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
30
shares
|
$2,852
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$2,852
0.0% of portfolio
|
Q3 2024
Reduced 78.42%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$2,852
0.0% of portfolio
|
Q3 2025
Reduced 47.37%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
27
shares
|
$2,566
0.03% of portfolio
|
Q2 2025
Reduced 97.13%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
24
shares
|
$2,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,996
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
21
shares
|
$1,996
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
20
shares
|
$1,901
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
20
shares
|
$1,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
20
shares
|
$1,901
0.0% of portfolio
|
Q2 2025
Reduced 93.85%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
19
shares
|
$1,806
0.0% of portfolio
|
Q2 2022
Reduced 73.97%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
16
shares
|
$1,521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
15
shares
|
$1,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
14
shares
|
$1,330
0.0% of portfolio
|
Q1 2025
Reduced 61.11%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$1,330
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
14
shares
|
$1,330
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
13
shares
|
$1,235
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
11
shares
|
$1,045
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
11
shares
|
$1,045
0.0% of portfolio
|
Q3 2025
Reduced 98.95%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
11
shares
|
$1,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10
shares
|
$950
0.0% of portfolio
|
Q2 2025
Reduced 90.38%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
10
shares
|
$950
0.0% of portfolio
|
Q3 2025
New holding
|
|