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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
55,610
shares
|
$5.29 Million
0.78% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
55,543
shares
|
$5.28 Million
0.63% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
55,448
shares
|
$5.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
54,685
shares
|
$5.2 Million
1.57% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
54,634
shares
|
$5.19 Million
0.87% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
52,889
shares
|
$5.03 Million
1.05% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
52,471
shares
|
$4.99 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
51,977
shares
|
$4.94 Million
0.65% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
51,886
shares
|
$4.93 Million
0.47% of portfolio
|
Q3 2025
Reduced 26.75%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
51,085
shares
|
$4.86 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
51,046
shares
|
$4.85 Million
0.69% of portfolio
|
Q3 2025
Added 504.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
50,457
shares
|
$4.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
50,447
shares
|
$4.8 Million
1.22% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
50,427
shares
|
$4.79 Million
2.5% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
50,083
shares
|
$4.76 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
50,034
shares
|
$4.76 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
49,718
shares
|
$4.73 Million
0.43% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
49,633
shares
|
$4.72 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
49,080
shares
|
$4.67 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
49,042
shares
|
$4.66 Million
2.1% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
48,683
shares
|
$4.63 Million
0.1% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
48,401
shares
|
$4.6 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
48,069
shares
|
$4.57 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
47,892
shares
|
$4.55 Million
0.15% of portfolio
|
Q3 2025
Reduced 47.68%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
47,656
shares
|
$4.53 Million
0.46% of portfolio
|
Q3 2025
Added 10.3%
|
|