Who Owns ISHARES TR (MBB)? -- Institutional Holders (2026-03-31)

1,103 institutions reported holding $34.84B of ISHARES TR (MBB) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($6.29B), JPMORGAN CHASE & CO ($3.52B), ENVESTNET ASSET MANAGEMENT INC ($2.74B), LPL Financial LLC ($2.66B), UBS Group AG ($2.07B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$6.29B66.2MTrimmed
2JPMORGAN CHASE & CO$3.52B37.1MAdded
3ENVESTNET ASSET MANAGEMENT INC$2.74B28.9MAdded
4LPL Financial LLC$2.66B28.0MAdded
5UBS Group AG$2.07B21.8MAdded
6TIAA Wealth Investment Management LLC$1.33B14.1MNew
7AMERIPRISE FINANCIAL INC$1.25B13.2MTrimmed
8MORGAN STANLEY$1.02B10.8MAdded
9TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$710.2M7.5MNew
10TRUIST FINANCIAL CORP$548.8M5.8MAdded
11UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$408.2M4.3MAdded
12STIFEL FINANCIAL CORP$352.0M3.7MAdded
13BANK OF MONTREAL /CAN/$325.3M3.4MAdded
14Allworth Financial LP$316.2M3.3MAdded
15PNC Financial Services Group, Inc.$295.0M3.1MAdded
16WELLS FARGO & COMPANY/MN$257.4M2.7MTrimmed
17State of Tennessee, Department of Treasury$235.3M2.5MTrimmed
18MIDLAND WEALTH ADVISORS LLC$234.9M2.5MTrimmed
19Bank of New York Mellon Corp$219.8M2.3MAdded
20BlackRock, Inc.$211.0M2.2MTrimmed
21SEI INVESTMENTS CO$208.3M2.2MAdded
22Cetera Investment Advisers$192.4M2.0MAdded
23Miracle Mile Advisors, LLC$192.2M2.0MAdded
24Envestnet Portfolio Solutions, Inc.$183.3M1.9MTrimmed
25CWM, LLC$183.0M1.9MAdded

Source: SEC Form 13F filings · as of 2026-03-31