ISHARES TR (MBB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
993
Reporting holders
$34.7B
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $6.5B | 68,261,267 | 0.42% | 31q | +3.1%+$194.1M |
| JPMORGAN CHASE & CO | $3.6B | 37,776,202 | 0.20% | 31q | +1.7%+$60.1M |
| ENVESTNET ASSET MANAGEMENT INC | $2.9B | 30,910,875 | 0.69% | 31q | +6.9%+$189.7M |
| LPL Financial LLC | $2.6B | 27,128,190 | 0.58% | 31q | -3.1%-$80.9M |
| UBS Group AG | $1.7B | 18,496,926 | 0.22% | 31q | -15.3%-$315.7M |
| TIAA Wealth Investment Management LLC | $1.4B | 14,805,333 | 9.38% | 2q | +5.2%+$69.5M |
| AMERIPRISE FINANCIAL INC | $1.3B | 13,686,305 | 0.26% | 31q | -48.1%-$1.2B |
| MORGAN STANLEY | $1.1B | 11,538,279 | 0.06% | 35q | +6.9%+$70.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $725.8M | 7,678,893 | 2.50% | 2q | +2.7%+$18.8M |
| TRUIST FINANCIAL CORP | $523.8M | 5,541,462 | 0.63% | 27q | -4.1%-$22.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $404.4M | 4,278,858 | 0.07% | 6q | HELD |
| STIFEL FINANCIAL CORP | $353.7M | 3,741,705 | 0.29% | 31q | +0.9%+$3.2M |
| PNC Financial Services Group, Inc. | $309.9M | 3,279,174 | 0.15% | 31q | +5.6%+$16.3M |
| Allworth Financial LP | $286.9M | 3,034,893 | 1.22% | 28q | -8.9%-$27.9M |
| WELLS FARGO & COMPANY/MN | $275.3M | 2,912,422 | 0.04% | 31q | -46.3%-$237.2M |
| Merit Financial Group, LLC | $271.1M | 2,867,890 | 0.83% | 18q | +110.3%+$142.2M |
| BANK OF MONTREAL /CAN/ | $265.0M | 2,803,720 | 0.09% | 31q | -18.2%-$58.8M |
| State of Tennessee, Department of Treasury | $250.9M | 2,654,254 | 0.75% | 31q | +7.1%+$16.6M |
| MIDLAND WEALTH ADVISORS, LLC | $238.1M | 2,518,894 | 11.19% | 11q | +1.8%+$4.2M |
| Bank of New York Mellon Corp | $228.8M | 2,420,276 | 0.04% | 31q | +4.6%+$10.0M |
| SEI INVESTMENTS CO | $225.0M | 2,380,025 | 0.20% | 31q | +8.5%+$17.5M |
| Composition Wealth, LLC | $222.4M | 2,352,562 | 2.61% | 25q | +16.2%+$31.1M |
| BlackRock, Inc. | $218.5M | 2,311,312 | 0.00% | 8q | +4.0%+$8.4M |
| Cetera Investment Advisers | $202.9M | 2,146,275 | 0.18% | 31q | +5.9%+$11.3M |
| Envestnet Portfolio Solutions, Inc. | $200.3M | 2,119,612 | 0.96% | 12q | +9.8%+$17.9M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $185.0M | 1,957,539 | 2.43% | 15q | +2.4%+$4.3M |
| OneDigital Investment Advisors LLC | $178.9M | 1,892,523 | 1.51% | 28q | +6.4%+$10.8M |
| Dynasty Wealth Management, LLC | $173.3M | 1,833,567 | 1.29% | 10q | +4.2%+$6.9M |
| MML INVESTORS SERVICES, LLC | $167.3M | 1,769,513 | 0.34% | 31q | +25.3%+$33.8M |
| EXCHANGE TRADED CONCEPTS, LLC | $164.6M | 1,741,242 | 0.38% | 8q | +136.7%+$95.1M |
| GOLDMAN SACHS GROUP INC | $162.2M | 1,716,390 | 0.01% | 31q | +467.9%+$133.7M |
| Quotient Wealth Partners, LLC | $159.3M | 1,685,608 | 3.76% | 11q | +3.5%+$5.4M |
| RAYMOND JAMES FINANCIAL INC | $150.5M | 1,592,160 | 0.04% | 7q | +3.5%+$5.1M |
| Corient Private Wealth LP | $148.2M | 1,567,557 | 0.09% | 14q | +155.9%+$90.3M |
| Mirae Asset Global Investments Co., Ltd. | $146.5M | 1,549,507 | 0.22% | 31q | -17.0%-$30.1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $146.0M | 1,544,469 | 1.78% | 2q | +5.6%+$7.8M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $142.8M | 1,509,344 | 0.79% | 31q | +6.1%+$8.2M |
| ROYAL BANK OF CANADA | $140.6M | 1,487,140 | 0.02% | 31q | +5.6%+$7.4M |
| Bridgewater Associates, LP | $131.1M | 1,386,800 | 0.54% | 18q | +2.0%+$2.5M |
| Asset Management One Co., Ltd. | $115.9M | 1,225,691 | 0.30% | 31q | +6.2%+$6.8M |
| Clarity Financial LLC | $110.8M | 1,172,019 | 9.41% | 2q | +109.1%+$57.8M |
| HANCOCK WHITNEY CORP | $106.9M | 1,131,436 | 1.78% | 29q | -1.0%-$1.0M |
| MAI Capital Management | $95.2M | 1,006,787 | 0.36% | 7q | +394.0%+$75.9M |
| NewEdge Advisors, LLC | $93.0M | 984,369 | 0.28% | new | NEW |
| Blue Trust, Inc. | $91.3M | 966,223 | 0.96% | 17q | -4.3%-$4.1M |
| Beacon Pointe Advisors, LLC | $85.5M | 904,453 | 0.40% | 4q | +3.1%+$2.5M |
| ALLIANCEBERNSTEIN L.P. | $82.1M | 864,704 | 0.03% | 31q | +4.7%+$3.7M |
| Fisher Asset Management, LLC | $78.6M | 831,866 | 0.02% | 31q | -5.8%-$4.8M |
| Pathstone Holdings, LLC | $76.8M | 812,942 | 0.22% | 11q | +4240.6%+$75.1M |
| NOTTINGHAM ADVISORS, INC. | $76.6M | 816,347 | 9.14% | 11q | +2.7%+$2.0M |
| Jupiter Topco LLC | $75.8M | 801,475 | 0.03% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $70.5M | 745,517 | 0.09% | 31q | +8.4%+$5.5M |
| Klaas Financial Asset Advisors, LLC | $69.3M | 733,132 | 8.63% | 3q | +8.7%+$5.5M |
| Dakota Wealth Management | $68.1M | 720,721 | 1.30% | 9q | +19.4%+$11.1M |
| Sumitomo Mitsui Trust Group, Inc. | $67.5M | 713,705 | 0.04% | 13q | +4.1%+$2.7M |
| NorthCoast Asset Management LLC | $66.2M | 700,621 | 1.47% | 26q | -1.3%-$867.2K |
| State of New Jersey Common Pension Fund D | $66.2M | 700,000 | 0.23% | 7q | +55.6%+$23.6M |
| Capital International Investors | $65.7M | 695,093 | 0.01% | 9q | +131.8%+$37.4M |
| OSAIC HOLDINGS, INC. | $63.9M | 675,822 | 0.08% | 26q | +31.9%+$15.5M |
| Lutz Financial Services LLC | $62.2M | 658,034 | 3.79% | 11q | +4.1%+$2.5M |
| Allianz Asset Management GmbH | $60.8M | 643,669 | 0.05% | 16q | -3.8%-$2.4M |
| ROCKLAND TRUST CO | $60.6M | 640,701 | 2.38% | 31q | +6.0%+$3.4M |
| Willis Johnson & Associates, Inc. | $58.8M | 622,437 | 3.28% | 23q | +1.5%+$863.2K |
| AE Wealth Management LLC | $57.5M | 608,645 | 0.27% | 31q | +3.0%+$1.7M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $56.7M | 600,000 | 0.25% | 23q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $55.7M | 594,470 | 0.09% | 30q | +5.8%+$3.1M |
| Foundations Investment Advisors, LLC | $52.9M | 559,163 | 0.54% | 23q | +11.7%+$5.5M |
| Strategic Wealth Partners, Ltd. | $48.9M | 517,750 | 3.03% | 30q | +6.6%+$3.0M |
| Korea Investment CORP | $47.3M | 500,000 | 0.09% | 31q | HELD |
| Constellation Investments, Inc. | $46.9M | 495,924 | 1.47% | 7q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $45.1M | 477,622 | 0.05% | 10q | HELD |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $44.5M | 470,874 | 0.84% | 31q | HELD |
| PRINCIPAL SECURITIES, INC. | $42.5M | 449,653 | 0.51% | 11q | +21.2%+$7.4M |
| Avidian Wealth Enterprises, LLC | $42.4M | 448,842 | 1.17% | 28q | -44.2%-$33.6M |
| NorthRock Partners, LLC | $42.0M | 444,758 | 0.61% | 11q | -4.6%-$2.0M |
| ST GERMAIN D J CO INC | $41.7M | 441,162 | 1.50% | 30q | +5.5%+$2.2M |
| Baird Financial Group, Inc. | $41.7M | 440,730 | 0.06% | 31q | +12.6%+$4.7M |
| Vise Technologies, Inc. | $40.6M | 429,639 | 0.46% | 17q | +107.0%+$21.0M |
| Bangor Savings Bank | $39.9M | 422,012 | 2.93% | 17q | +7.3%+$2.7M |
| Kingsview Wealth Management, LLC | $38.9M | 411,950 | 0.47% | 30q | +7.2%+$2.6M |
| Mitsubishi UFJ Trust & Banking Corp | $37.7M | 399,026 | 0.08% | 31q | +34.9%+$9.8M |
| Kestra Investment Management, LLC | $37.4M | 395,483 | 0.72% | 9q | -27.4%-$14.1M |
| Northside Capital Management, LLC | $37.3M | 394,193 | 3.05% | 8q | +6.1%+$2.1M |
| CONNING INC. | $36.6M | 387,672 | 1.10% | 20q | HELD |
| Stockman Wealth Management, Inc. | $36.3M | 383,765 | 3.75% | 6q | -3.5%-$1.3M |
| JB Capital LLC | $34.7M | 366,798 | 1.20% | 19q | +10.1%+$3.2M |
| Sanctuary Advisors, LLC | $34.6M | 365,786 | 0.16% | 9q | +11.8%+$3.6M |
| FMR LLC | $34.6M | 365,720 | 0.00% | 31q | +2.6%+$885.5K |
| FRANKLIN RESOURCES INC | $34.3M | 363,202 | 0.01% | 31q | +0.6%+$200.8K |
| Prestige Wealth Management Group LLC | $34.2M | 361,979 | 6.21% | 28q | +14.5%+$4.3M |
| Ocean Park Asset Management, LLC | $34.2M | 361,587 | 1.65% | 6q | -18.2%-$7.6M |
| NAN FUNG TRINITY (HK) LTD | $33.0M | 349,200 | 3.26% | 3q | HELD |
| Clearwater Capital Advisors, LLC | $32.9M | 348,023 | 2.41% | 12q | +7.1%+$2.2M |
| Parkside Investments, LLC | $32.6M | 345,053 | 3.62% | 11q | -1.5%-$494.8K |
| Zurich Insurance Group Ltd/FI | $31.9M | 338,060 | 0.22% | 21q | HELD |
| Brookstone Capital Management | $31.8M | 336,263 | 0.32% | 24q | +6.5%+$1.9M |
| Rockefeller Capital Management L.P. | $30.9M | 326,530 | 0.05% | 31q | +1.1%+$323.3K |
| Ascent Group, LLC | $29.4M | 311,099 | 0.88% | 19q | +12.2%+$3.2M |
| Modera Wealth Management, LLC | $29.3M | 309,599 | 0.31% | 13q | +4.8%+$1.3M |
| INTEGRITY ALLIANCE, LLC. | $28.9M | 305,701 | 0.90% | 7q | +8.8%+$2.3M |
Showing the largest 100 of 1,023 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 993 | $34.7B | 367,374,234 | 77 | 518 | 225 | 0.0% |
| Q1 2026 | 990 | $35.8B | 376,680,134 | 93 | 483 | 259 | 0.0% |
| Q4 2025 | 988 | $32.2B | 337,826,365 | 86 | 441 | 257 | 0.0% |
| Q3 2025 | 900 | $40.5B | 425,147,957 | 75 | 409 | 262 | 0.0% |
| Q2 2025 | 898 | $33.5B | 356,813,952 | 82 | 385 | 277 | 0.0% |
| Q1 2025 | 891 | $30.8B | 327,417,741 | 90 | 290 | 379 | 0.2% |
| Q4 2024 | 884 | $31.3B | 341,626,497 | 72 | 378 | 248 | 0.1% |
| Q3 2024 | 826 | $32.9B | 343,441,598 | 95 | 365 | 230 | 0.1% |
| Q2 2024 | 784 | $29.7B | 321,982,121 | 61 | 335 | 248 | 0.6% |
| Q1 2024 | 787 | $29.1B | 313,850,607 | 65 | 350 | 253 | 0.3% |
| Q4 2023 | 798 | $28.9B | 305,948,127 | 102 | 286 | 251 | 0.3% |
| Q3 2023 | 698 | $23.1B | 256,838,522 | 57 | 236 | 307 | 1.0% |
| Q2 2023 | 714 | $23.7B | 253,570,495 | 83 | 313 | 198 | 0.3% |
| Q1 2023 | 666 | $22.4B | 235,865,259 | 72 | 333 | 164 | 0.1% |
| Q4 2022 | 633 | $17.6B | 190,046,781 | 101 | 253 | 171 | 0.1% |
| Q3 2022 | 683 | $18.4B | 197,490,548 | 58 | 228 | 284 | 1.4% |
| Q2 2022 | 696 | $19.9B | 201,832,999 | 78 | 195 | 328 | 1.0% |
| Q1 2022 | 714 | $20.8B | 202,572,069 | 70 | 204 | 318 | 0.9% |
| Q4 2021 | 724 | $23.1B | 215,099,421 | 56 | 247 | 246 | 0.0% |
| Q3 2021 | 685 | $22.3B | 206,966,022 | 66 | 289 | 209 | 0.0% |
| Q2 2021 | 670 | $23.1B | 213,744,938 | 43 | 271 | 241 | 0.1% |
| Q1 2021 | 696 | $23.1B | 213,296,691 | 74 | 290 | 218 | 0.0% |
| Q4 2020 | 687 | $22.5B | 203,532,847 | 102 | 296 | 129 | 0.3% |
| Q3 2020 | 572 | $19.2B | 172,837,824 | 71 | 258 | 150 | 0.6% |
| Q2 2020 | 541 | $18.5B | 161,798,085 | 73 | 205 | 188 | 3.1% |
| Q1 2020 | 536 | $18.4B | 167,091,394 | 91 | 164 | 213 | 0.0% |
| Q4 2019 | 506 | $19.1B | 176,357,970 | 70 | 234 | 93 | 0.0% |
| Q3 2019 | 430 | $16.9B | 154,684,830 | 62 | 222 | 85 | 1.0% |
| Q2 2019 | 409 | $15.5B | 142,516,226 | 59 | 188 | 95 | 0.8% |
| Q1 2019 | 387 | $14.3B | 134,168,046 | 60 | 144 | 107 | 0.0% |
| Q4 2018 | 356 | $10.9B | 104,509,164 | 4 | 7 | 6 | 0.0% |