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 |
|---|---|---|---|---|---|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
243,525
shares
|
$22.8 Million
3.44% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
237,903
shares
|
$22.2 Million
2.11% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
231,277
shares
|
$21.6 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
231,123
shares
|
$21.6 Million
3.47% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
225,657
shares
|
$21.1 Million
0.13% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
224,970
shares
|
$21 Million
0.05% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,563
shares
|
$21 Million
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
221,589
shares
|
$20.7 Million
0.92% of portfolio
|
Q1 2025
Added 136.75%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
219,912
shares
|
$20.6 Million
3.92% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
216,977
shares
|
$20.3 Million
11.96% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
213,980
shares
|
$20 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
212,035
shares
|
$19.8 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,202
shares
|
$19.5 Million
0.12% of portfolio
|
Q2 2023
Reduced 24.59%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
207,381
shares
|
$19.4 Million
3.76% of portfolio
|
Q1 2025
Added 30.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
205,064
shares
|
$19.2 Million
0.03% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
204,426
shares
|
$19.1 Million
1.61% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
203,761
shares
|
$19 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
196,905
shares
|
$18.4 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
194,539
shares
|
$18.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
193,437
shares
|
$18.1 Million
0.68% of portfolio
|
Q1 2025
Reduced 58.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
191,582
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
187,324
shares
|
$17.5 Million
0.87% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
184,269
shares
|
$17.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
182,023
shares
|
$17 Million
0.86% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
179,105
shares
|
$16.7 Million
0.23% of portfolio
|
Q1 2025
Added 2.48%
|