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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
145,978
shares
|
$13.6 Million
0.66% of portfolio
|
Q2 2023
Added 15.39%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
144,483
shares
|
$13.5 Million
3.28% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
143,127
shares
|
$13.4 Million
0.87% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
143,001
shares
|
$13.4 Million
5.27% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
142,575
shares
|
$13.3 Million
0.81% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
142,234
shares
|
$13.3 Million
1.34% of portfolio
|
Q2 2025
Added 61.27%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
140,933
shares
|
$13.2 Million
0.18% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
136,726
shares
|
$12.8 Million
1.38% of portfolio
|
Q3 2023
Reduced 20.09%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
135,242
shares
|
$12.6 Million
3.27% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
133,998
shares
|
$12.5 Million
8.11% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
131,400
shares
|
$12.3 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
131,243
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
128,588
shares
|
$12 Million
3.46% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
127,553
shares
|
$11.9 Million
0.36% of portfolio
|
Q1 2025
Added 37.82%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
126,919
shares
|
$11.9 Million
1.0% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
123,360
shares
|
$11.5 Million
2.39% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
122,648
shares
|
$11.5 Million
2.98% of portfolio
|
Q1 2025
Added 62.37%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
120,526
shares
|
$11.3 Million
0.87% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
118,638
shares
|
$11.1 Million
0.67% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
117,366
shares
|
$11 Million
5.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
117,272
shares
|
$11 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
117,243
shares
|
$11 Million
1.28% of portfolio
|
Q4 2022
Added 717.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
116,094
shares
|
$10.9 Million
0.26% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
113,452
shares
|
$10.6 Million
1.99% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
113,167
shares
|
$10.6 Million
0.23% of portfolio
|
Q1 2025
Added 0.1%
|