# ISHARES TR (MBB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MBB/

- Reporting holders: 45
- Reported value: $410.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $153.3M | 1,711,063 | 1.8% | 3 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $59.5M | 663,553 | 2.3% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $39.4M | 439,200 | 1.1% | 29 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $38.5M | 429,111 | 2.9% | 18 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $26.0M | 290,234 | 0.4% | 11 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $19.8M | 220,982 | 2.8% | 23 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $17.1M | 191,296 | 1.3% | 24 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $13.2M | 147,239 | 3.0% | 25 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $5.3M | 59,347 | 1.9% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.2M | 58,541 | 0.0% | 16 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $5.1M | 56,820 | 1.1% | 4 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $4.4M | 49,492 | 0.4% | 32 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.4M | 26,435 | 0.4% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.4M | 26,263 | 0.1% | 2 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $2.3M | 26,218 | 0.4% | 6 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $1.8M | 20,504 | 1.1% | 4 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $1.8M | 19,603 | 0.3% | 24 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.7M | 19,088 | 0.0% | 4 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.6M | 17,426 | 0.4% | 13 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.1M | 11,770 | 0.1% | 3 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $989.0K | 11,035 | 0.0% | 32 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $945.4K | 10,549 | 0.6% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $904.1K | 10,088 | 0.1% | 13 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $822.6K | 9,178 | 0.2% | 32 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $711.7K | 7,941 | 0.1% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 45 | $410.4M |
| Q2 2026 | 1,030 | $38.7B |
| Q1 2026 | 1,026 | $36.5B |
| Q4 2025 | 1,025 | $33.1B |
| Q3 2025 | 936 | $41.4B |
| Q2 2025 | 945 | $34.8B |
| Q1 2025 | 939 | $32.1B |
| Q4 2024 | 930 | $38.6B |
| Q3 2024 | 877 | $34.3B |
| Q2 2024 | 838 | $31.0B |
| Q1 2024 | 844 | $30.5B |
| Q4 2023 | 862 | $30.2B |