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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
151,508
shares
|
$14.4 Million
0.78% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
150,652
shares
|
$14.3 Million
0.1% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
149,964
shares
|
$14.3 Million
1.71% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
148,584
shares
|
$14.1 Million
3.04% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
147,794
shares
|
$14.1 Million
0.12% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
146,188
shares
|
$13.9 Million
0.15% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
145,978
shares
|
$13.9 Million
0.66% of portfolio
|
Q2 2023
Added 15.39%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
145,791
shares
|
$13.9 Million
0.73% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
144,619
shares
|
$13.7 Million
3.18% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
144,185
shares
|
$13.7 Million
1.06% of portfolio
|
Q3 2025
Added 115.43%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
143,001
shares
|
$13.6 Million
5.27% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
142,899
shares
|
$13.6 Million
3.1% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
141,122
shares
|
$13.4 Million
0.18% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
140,162
shares
|
$13.3 Million
0.05% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
138,055
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
136,726
shares
|
$13 Million
1.38% of portfolio
|
Q3 2023
Reduced 20.09%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
133,494
shares
|
$12.7 Million
2.51% of portfolio
|
Q3 2025
Added 24.2%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
130,758
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
130,677
shares
|
$12.4 Million
3.16% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
130,199
shares
|
$12.4 Million
0.81% of portfolio
|
Q3 2025
Added 15.78%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
129,190
shares
|
$12.3 Million
2.26% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
127,684
shares
|
$12.1 Million
0.89% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
126,141
shares
|
$12 Million
1.98% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
125,204
shares
|
$11.9 Million
0.39% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
124,519
shares
|
$11.8 Million
1.53% of portfolio
|
Q3 2025
Added 16.12%
|
|