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 |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
242,726
shares
|
$23.1 Million
2.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
236,774
shares
|
$22.5 Million
0.04% of portfolio
|
Q3 2025
Added 44.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
231,823
shares
|
$22 Million
0.36% of portfolio
|
Q3 2025
Added 34.41%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
227,433
shares
|
$21.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
226,826
shares
|
$21.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 53.99%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
226,553
shares
|
$21.5 Million
3.45% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
225,804
shares
|
$21.5 Million
3.08% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,563
shares
|
$21.3 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
223,784
shares
|
$21.3 Million
0.81% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
220,241
shares
|
$20.9 Million
3.66% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
218,711
shares
|
$20.8 Million
0.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
215,953
shares
|
$20.5 Million
3.59% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
212,595
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 33.75%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
212,035
shares
|
$20.2 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
211,115
shares
|
$20.1 Million
1.05% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
210,715
shares
|
$20 Million
0.35% of portfolio
|
Q3 2025
Reduced 29.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,202
shares
|
$19.8 Million
0.12% of portfolio
|
Q2 2023
Reduced 24.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
206,738
shares
|
$19.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
205,752
shares
|
$19.6 Million
0.03% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
203,373
shares
|
$19.3 Million
0.84% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
202,581
shares
|
$19.3 Million
0.46% of portfolio
|
Q2 2025
Reduced 34.93%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
201,359
shares
|
$19.1 Million
1.64% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
200,272
shares
|
$19 Million
1.11% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
197,678
shares
|
$18.8 Million
0.17% of portfolio
|
Q3 2025
Added 23.92%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
196,905
shares
|
$18.7 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|