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 |
|---|---|---|---|---|---|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
330,498
shares
|
$30.9 Million
3.54% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
321,567
shares
|
$30.1 Million
1.77% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
318,434
shares
|
$29.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
313,107
shares
|
$29.3 Million
1.16% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
311,328
shares
|
$29.1 Million
3.74% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
311,325
shares
|
$29.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
311,050
shares
|
$29.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
309,641
shares
|
$28.9 Million
1.92% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
300,740
shares
|
$28.1 Million
0.6% of portfolio
|
Q2 2025
Added 38.56%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
296,532
shares
|
$27.7 Million
2.84% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
294,708
shares
|
$27.5 Million
0.27% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
290,653
shares
|
$27.2 Million
0.45% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
290,478
shares
|
$27.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
288,361
shares
|
$27 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
286,589
shares
|
$26.8 Million
0.57% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
286,208
shares
|
$26.8 Million
0.37% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
283,850
shares
|
$26.5 Million
1.17% of portfolio
|
Q1 2025
Added 42.03%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
275,945
shares
|
$25.8 Million
2.78% of portfolio
|
Q1 2025
Added 120.56%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
270,937
shares
|
$25.3 Million
1.43% of portfolio
|
Q1 2025
Reduced 27.16%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
265,731
shares
|
$24.8 Million
1.97% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
262,119
shares
|
$24.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
257,793
shares
|
$24.1 Million
0.05% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
256,687
shares
|
$24 Million
0.68% of portfolio
|
Q1 2023
Added 24.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
249,569
shares
|
$23.3 Million
0.29% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
248,361
shares
|
$23.2 Million
3.32% of portfolio
|
Q2 2025
Added 62.37%
|