Who Owns ISHARES TR (MBB)? -- Institutional Holders (2026-06-30)

1,099 institutions reported holding $35.09B of ISHARES TR (MBB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($6.45B), JPMORGAN CHASE & CO ($3.59B), ENVESTNET ASSET MANAGEMENT INC ($2.92B), LPL Financial LLC ($2.56B), UBS Group AG ($1.75B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$6.45B68.3MAdded
2JPMORGAN CHASE & CO$3.59B37.8MAdded
3ENVESTNET ASSET MANAGEMENT INC$2.92B30.9MAdded
4LPL Financial LLC$2.56B27.1MTrimmed
5UBS Group AG$1.75B18.5MTrimmed
6TIAA Wealth Investment Management LLC$1.40B14.8MAdded
7AMERIPRISE FINANCIAL INC$1.29B13.7MAdded
8MORGAN STANLEY$1.09B11.5MAdded
9TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$725.8M7.7MAdded
10TRUIST FINANCIAL CORP$523.8M5.5MTrimmed
11UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$404.4M4.3MTrimmed
12STIFEL FINANCIAL CORP$353.7M3.7MAdded
13PNC Financial Services Group, Inc.$309.9M3.3MAdded
14Allworth Financial LP$286.9M3.0MTrimmed
15WELLS FARGO & COMPANY/MN$275.3M2.9MAdded
16BANK OF MONTREAL /CAN/$265.0M2.8MTrimmed
17State of Tennessee, Department of Treasury$250.9M2.7MAdded
18MIDLAND WEALTH ADVISORS LLC$238.1M2.5MAdded
19Bank of New York Mellon Corp$228.8M2.4MAdded
20SEI INVESTMENTS CO$225.0M2.4MAdded
21Miracle Mile Advisors, LLC$222.4M2.4MAdded
22BlackRock, Inc.$218.5M2.3MAdded
23Cetera Investment Advisers$202.9M2.1MAdded
24Envestnet Portfolio Solutions, Inc.$200.3M2.1MAdded
25CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$185.0M2.0MAdded

Source: SEC Form 13F filings · as of 2026-06-30