Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,073 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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
196,258
shares
|
$18.7 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
194,777
shares
|
$18.5 Million
0.12% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
193,437
shares
|
$18.4 Million
1.03% of portfolio
|
Q1 2025
Reduced 58.49%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
186,638
shares
|
$17.7 Million
2.57% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
186,352
shares
|
$17.7 Million
1.44% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
184,561
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 82.21%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
181,920
shares
|
$17.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 18.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
180,998
shares
|
$17.2 Million
0.1% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
180,364
shares
|
$17.1 Million
2.38% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
180,259
shares
|
$17.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
174,869
shares
|
$16.6 Million
0.1% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
172,271
shares
|
$16.4 Million
0.65% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
170,644
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Added 161.41%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
170,043
shares
|
$16.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
169,226
shares
|
$16.1 Million
0.56% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
168,467
shares
|
$16 Million
0.88% of portfolio
|
Q3 2025
Added 27.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
165,624
shares
|
$15.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
165,595
shares
|
$15.7 Million
1.75% of portfolio
|
Q3 2025
Reduced 25.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
161,875
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2025
Added 98.98%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
159,302
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
158,880
shares
|
$15.1 Million
1.84% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
156,362
shares
|
$14.9 Million
7.29% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
154,866
shares
|
$14.7 Million
1.25% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
152,678
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
151,508
shares
|
$14.4 Million
0.78% of portfolio
|
Q3 2025
Added 6.27%
|
|