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

607 institutions reported holding $8.23B of ISHARES TR (MBB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($2.92B), TRUIST FINANCIAL CORP ($523.8M), MIDLAND WEALTH ADVISORS LLC ($238.1M), Miracle Mile Advisors, LLC ($222.4M), Envestnet Portfolio Solutions, Inc. ($200.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$2.92B30.9MAdded
2TRUIST FINANCIAL CORP$523.8M5.5MTrimmed
3MIDLAND WEALTH ADVISORS LLC$238.1M2.5MAdded
4Miracle Mile Advisors, LLC$222.4M2.4MAdded
5Envestnet Portfolio Solutions, Inc.$200.3M2.1MAdded
6CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$185.0M2.0MAdded
7Quotient Wealth Partners, LLC$159.3M1.7MAdded
8Mirae Asset Global Investments Co., Ltd.$146.5M1.5MAdded
9FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$146.0M1.5MAdded
10PARK AVENUE SECURITIES LLC$138.6M1.5MAdded
11Merit Financial Group, LLC$135.5M1.4MAdded
12Asset Management One Co., Ltd.$115.9M1.2MAdded
13Clarity Financial LLC$110.8M1.2MAdded
14Blue Trust, Inc.$91.3M966,223Trimmed
15Cambridge Investment Research Advisors, Inc.$91.2M964,967Added
16EXCHANGE TRADED CONCEPTS, LLC$82.3M870,621Added
17Fisher Asset Management, LLC$78.6M831,866Trimmed
18NOTTINGHAM ADVISORS, INC.$76.6M816,347Added
19COMMONWEALTH EQUITY SERVICES, LLC$70.5M745,517Added
20Klaas Financial Asset Advisors, LLC$69.3M733,132Added
21Sumitomo Mitsui Trust Group, Inc.$67.5M713,705Added
22State of New Jersey Common Pension Fund D$66.2M700,000Added
23ROCKLAND TRUST CO$60.6M640,701Added
24AE Wealth Management LLC$57.5M608,645Added
25STATE OF MICHIGAN RETIREMENT SYSTEM$56.7M600,000Hold

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