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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
112,707
shares
|
$10.5 Million
0.99% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
111,171
shares
|
$10.4 Million
0.88% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
110,888
shares
|
$10.4 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
110,060
shares
|
$10.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 39.3%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
109,870
shares
|
$10.3 Million
2.58% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
109,160
shares
|
$10.2 Million
0.81% of portfolio
|
Q3 2023
Reduced 26.57%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
108,392
shares
|
$10.1 Million
4.34% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
105,948
shares
|
$9.9 Million
0.01% of portfolio
|
Q1 2025
Added 1792.6%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
105,353
shares
|
$9.85 Million
2.36% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
105,334
shares
|
$9.85 Million
1.47% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
105,221
shares
|
$9.84 Million
4.34% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
104,500
shares
|
$9.77 Million
0.58% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
103,920
shares
|
$9.71 Million
3.08% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
103,877
shares
|
$9.71 Million
1.49% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
99,796
shares
|
$9.33 Million
3.11% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
98,495
shares
|
$9.21 Million
0.42% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
96,470
shares
|
$9.02 Million
2.73% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
95,057
shares
|
$8.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
95,016
shares
|
$8.88 Million
0.29% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
94,186
shares
|
$8.8 Million
2.01% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
94,091
shares
|
$8.79 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
92,986
shares
|
$8.69 Million
0.14% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
92,695
shares
|
$8.66 Million
0.11% of portfolio
|
Q1 2025
Added 31.01%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
92,519
shares
|
$8.65 Million
0.71% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
91,731
shares
|
$8.57 Million
3.42% of portfolio
|
Q1 2025
Reduced 7.34%
|