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Disclosery

MBB ISHARES TR

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SHS (fund)

917 managers (931 13F filers) reported a position in MBB shares at 2024-12-31, 355,501,508 shares in all. 78 filers opened a position and 93 filers sold out during the quarter.

Managers
917
13F filers
931
New
78
Added
415
Reduced
275
Sold out
93
Shares held by filers
355,501,508

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ANCHOR CAPITAL ADVISORS LLC94,018$8.62M0.25%-2,93613F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC93,712$8.6M0.94%+6,05813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC93,597$8.58M0.64%+3,83613F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP92,553$8.49M0.25%new13F-HRTimelineGroup
Rothschild Wealth LLC91,723$8.41M2.46%+89,66613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding91,605$8.4M-1,221Timeline
Compound Planning, Inc.91,403$8.38M0.42%+39,90313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …91,267$8.37M0.68%+16,96713F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP90,089$8.26M0.01%+3,15913F-HRTimelineGroup
TD Asset Management Inc90,000$8.25M0.01%013F-HRTimeline
Betterment LLC89,700$8.22M0.02%+4,68613F-HRTimeline
Blankinship & Foster, LLC88,958$8.16M2.01%-2,89713F-HRTimeline
McKinley Carter Wealth Services, Inc.87,702$8.04M0.49%+5,01013F-HRTimeline
Triad Wealth Partners, LLC87,157$7.99M2.89%+37,10513F-HRTimeline
Edge Wealth Management LLC86,507$7.93M1.61%+7,42213F-HRTimeline
HARBOUR INVESTMENTS, INC.85,628$7.85M0.23%+3,21113F-HRTimeline
PAX Financial Group, LLC85,461$7.84M1.4%-2,36313F-HRTimeline
Geneos Wealth Management Inc.85,316$7.82M0.27%+1,19813F-HRTimeline
Proficio Capital Partners LLC84,964$7.79M0.63%+29,80913F-HR/ATimeline
Regal Investment Advisors LLC84,802$7.77M0.58%+11,86113F-HRTimeline
Westover Capital Advisors, LLC84,475$7.74M1.7%-107,32713F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co83,971$7.7M0.29%-2,40813F-HRTimelineGroup
Steward Partners Investment Advisory, L…83,484$7.65M0.07%+29,93613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…83,097$7.62M2.76%+2,32813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS82,990$7.61M0.01%-711,11513F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.82,102$7.53M2.52%+78,56513F-HRTimeline
West Family Investments, Inc.81,058$7.43M2.59%+36113F-HRTimeline
Vertex Planning Partners, LLC79,882$7.32M1.62%+69,38713F-HRTimeline
Alternative Investment Advisors, LLC.78,852$7.23M3.77%-1,62113F-HRTimeline
FFG RETIREMENT ADVISORS LLC78,530$7.2M4.7%-5,56013F-HRTimeline
Pacific Sage Partners, LLC77,959$7.15M1.63%+1,89913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC75,803$6.95M0.26%+5,00713F-HRTimeline
SIMA Wealth Partners, LLC75,782$6.95M5.9%+7,68913F-HRTimeline
LVW Advisors, LLC75,579$6.93M0.85%+53213F-HRTimeline
Manhattan West Asset Management, LLC75,534$6.92M1.87%+13,40413F-HRTimeline
IFG Advisory, LLC74,981$6.87M0.39%+13,84813F-HRTimeline
CHOREO, LLC73,354$6.73M0.1%+4,23913F-HRTimeline
Winthrop Capital Management, LLC73,084$6.71M1.78%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.72,779$6.67M0.06%+7,13513F-HRTimelineGroup
LINCOLN CAPITAL CORP72,569$6.65M2.73%-5113F-HRTimeline
Optas, LLC72,492$6.65M1.43%-1,16413F-HRTimeline
Forefront Analytics, LLC72,363$6.63M3.09%+12,74813F-HRTimeline
AAFMAA Wealth Management & Trust LLC71,534$6.56M2.87%+4,63713F-HRTimeline
BAILARD, INC.71,330$6.54M0.17%+1,19913F-HRTimeline
Bay Harbor Wealth Management, LLC71,216$6.53M2.12%+3,18313F-HRTimeline
Prime Capital Investment Advisors, LLC70,752$6.49M0.09%-9,72313F-HRTimeline
Keystone Financial Services69,980$6.42M2.46%+1,01813F-HRTimeline
Summit X, LLC69,801$6.4M1.42%013F-HRTimeline
Snider Financial Group69,676$6.39M1.98%+9013F-HRTimeline
Scarborough Advisors, LLC69,109$6.34M0.9%+2,94613F-HRTimeline
Shared Vision Wealth Group LLC67,966$6.23M3.28%+2,97413F-HRTimeline
Parkside Advisors LLC67,930$6.23M1.47%-1,32013F-HRTimeline
Spectrum Wealth Counsel, LLC67,510$6.19M0.73%+5,77813F-HRTimeline
World Investment Advisors67,413$6.18M0.17%-43,81913F-HRTimeline
Smith Salley Wealth Management67,163$6.16M0.4%+24,86813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding66,486$6.1M+4,153Timeline
Capital International Investorsin group Capital International Investo…66,467$6.09M<0.01%+42,79613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding66,428$6.09M+54,859Timeline
WCG Wealth Advisors LLC65,259$5.98M0.4%+2,49013F-HRTimeline
WEALTH ALLIANCE, LLC64,566$5.92M0.71%+7,45013F-HRTimeline
Impact Partnership Wealth, LLC64,282$5.89M1.19%-15,53913F-HRTimeline
SigFig Wealth Management, LLC63,936$5.87M0.21%+3,78913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC62,426$5.72M0.13%+9,18113F-HRTimelineGroup
Cobblestone Asset Management LLC61,925$5.68M3.7%+1,14413F-HRTimeline
BEACON FINANCIAL GROUP61,375$5.63M0.61%+9,32013F-HRTimeline
Signal Advisors Wealth, LLC60,778$5.57M0.63%+21,87013F-HRTimeline
Advisory Services Network, LLC60,339$5.53M0.1%+66413F-HRTimeline
Fort Point Capital Partners LLC57,996$5.32M0.6%+2,35713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,864$5.3M0.02%+8,03513F-HRTimeline
Endurance Services Ltd57,544$5.28M0.88%013F-HRTimeline
Lindenwold Advisors, INC57,200$5.24M2.8%+2,32713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC56,873$5.21M0.01%-210,34313F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC56,774$5.18M0.86%+38413F-HRTimeline
True Vision MN LLC55,734$5.11M3.03%+3,24313F-HRTimeline
Pettinga Financial Advisors LLC55,726$5.11M1.16%+7,97113F-HRTimeline
FIRST AMERICAN TRUST, FSB55,544$5.09M0.51%+5,11413F-HRTimeline
Northwest Capital Management Inc55,154$5.06M2.17%-1,81513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54,860$5.03M0.2%+4,45513F-HRTimelineGroup
COURIER CAPITAL LLC54,683$5.01M0.35%+48,48813F-HRTimeline
Advus Financial Partners, LLC53,755$4.93M2.11%+3,02213F-HR/ATimeline
Buttonwood Financial Group, LLC53,329$4.89M2.71%+3,19813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH53,170$4.87M1.36%-2,50913F-HRTimeline
DOHJ, LLC51,611$4.73M1.09%-1,54213F-HRTimeline
Trajan Wealth LLC51,439$4.72M0.26%+4,14613F-HRTimeline
Cypress Wealth Services, LLC51,100$4.68M0.94%+4,51413F-HRTimeline
&PARTNERS51,133$4.68M0.06%+8,56713F-HRTimeline
Belpointe Asset Management LLC48,610$4.63M0.28%-18613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV50,196$4.6M0.01%+3,42613F-HRTimeline
RATIONAL ADVISORS, INC.50,114$4.59M0.45%-1,16113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC49,587$4.55M0.02%-156,00113F-HRTimelineGroup
Columbus Macro, LLC49,457$4.53M0.63%+3,05013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC47,298$4.34M0.01%+8,23013F-HRTimelineGroup
HTLF Bank46,340$4.25M0.48%+10,06913F-HRTimeline
Graypoint LLC46,245$4.24M0.26%+63013F-HRTimeline
B. Riley Wealth Advisors, Inc.46,071$4.22M0.14%-39,62713F-HRTimeline
FOSTER & MOTLEY INC45,800$4.2M0.27%+20,31513F-HRTimeline
Riggs Asset Managment Co. Inc.45,395$4.17M1.11%-6213F-HRTimeline
PROFFITT & GOODSON INC45,094$4.13M0.69%+5,01413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC44,818$4.11M1.13%-48413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC44,779$4.11M0.08%-91613F-HRTimeline
Focus Financial Network, Inc.44,239$4.06M0.16%+3,01213F-HRTimeline
Municipal Employees' Retirement System …43,971$4.03M0.06%-36,12813F-HRTimeline
Mayflower Financial Advisors, LLC43,869$4.02M0.6%+4,77913F-HRTimeline
Sovran Advisors, LLC43,821$3.96M0.56%13F-HRTimeline
KICKSTAND VENTURES, LLC.42,641$3.91M1%+4,47713F-HRTimeline
Sunesis Advisors, LLC42,504$3.9M2.37%+9,12213F-HRTimeline
WealthShield Partners, LLC42,393$3.89M0.55%+2,89613F-HRTimeline
Semmax Financial Advisors Inc.42,179$3.88M1.04%+1,68613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,347$3.88M0.01%-604,20313F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC42,216$3.87M0.47%+1,50613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC41,951$3.85M0.15%new13F-HRTimeline
JMAC ENTERPRISES LLC41,812$3.83M0.6%+4,04313F-HRTimeline
Csenge Advisory Group40,244$3.69M0.2%+2,84413F-HRTimeline
Apeiron RIA LLC39,034$3.58M1%+30913F-HRTimeline
Mutual Advisors, LLC38,770$3.55M0.1%-1,82613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.38,568$3.54M0.42%-2,77713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC38,499$3.53M1.36%+8,16513F-HRTimeline
TOWNSQUARE CAPITAL LLC38,027$3.49M0.04%+2,09713F-HRTimeline
Spectrum Planning & Advisory Services I…37,836$3.47M3.01%+14,47113F-HRTimeline
Atlatl Advisers LLC37,132$3.4M2%13F-HRTimeline
SWMG, LLC36,795$3.38M1.35%+1,84813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC36,090$3.31M0.3%-95713F-HRTimelineGroup
First Horizon Advisors, Inc.35,985$3.3M0.09%-1,57213F-HRTimeline
Centurion Wealth Management LLC35,758$3.28M1.03%-7,80913F-HRTimeline
Financial Engines Advisors L.L.C.35,629$3.27M0.01%+29,69413F-HRTimeline
Snowden Capital Advisors LLC35,537$3.26M0.1%+11513F-HRTimeline
Integrated Advisors Network LLC35,537$3.26M0.16%+22513F-HRTimeline
IHT Wealth Management, LLC35,237$3.23M0.1%-30,87913F-HRTimeline
Synergy Investment Management, LLC35,132$3.22M1.39%13F-HRTimeline
PRIVATE TRUST CO NA35,030$3.21M0.33%-3,21913F-HRTimeline
Sachetta, LLC34,311$3.15M1.24%+2,68913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP33,681$3.09M0.85%-32213F-HRTimelineGroup
OARSMAN CAPITAL, INC.33,426$3.06M0.53%+1,80913F-HRTimeline
Tradition Wealth Management, LLC31,899$2.92M0.26%+36413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC31,738$2.91M0.07%+4,08713F-HRTimelineGroup
Mosley Wealth Management31,554$2.91M1.8%+3,32113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …31,756$2.87M0.16%-4,57413F-HRTimelineGroup
Sierra Capital LLC31,337$2.87M0.34%+99413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC31,328$2.87M1.7%+2,14913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT31,087$2.85M0.35%-28113F-HRTimeline
Hoxton Planning & Management, LLC30,852$2.83M1.08%+1,38613F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC30,537$2.8M0.72%-6313F-HR/ATimeline
DecisionMap Wealth Management, LLC30,480$2.79M2.21%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC30,080$2.76M0.06%+24,66013F-HRTimeline
Van Hulzen Asset Management, LLC30,003$2.75M0.2%+61013F-HRTimeline
My Legacy Advisors, LLC30,080$2.75M1.07%+1,42813F-HRTimeline
5T Wealth, LLC29,981$2.75M1.51%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/29,807$2.73M0.15%+5,11113F-HRTimeline
Centennial Wealth Advisory LLC29,644$2.72M1.07%-6,58613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding29,626$2.72M+882Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,380$2.69M<0.01%-11513F-HRTimelineGroup
TME FINANCIAL, INC.27,829$2.67M2.49%13F-HRTimeline
ShoreHaven Wealth Partners, LLC28,898$2.65M1.25%+1,01013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,804$2.64M0.04%-27,32913F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC28,566$2.62M1.33%13F-HRTimeline
Haverford Trust Co27,943$2.56M0.03%-6,26613F-HRTimeline
Jacobi Capital Management LLC27,433$2.52M0.19%+1,33013F-HRTimeline
Aptus Capital Advisors, LLC27,082$2.48M0.03%+21,25813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC26,531$2.43M0.2%-67613F-HR/ATimeline
IFP Advisors, Inc26,403$2.42M0.08%+3,95313F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC26,204$2.4M1.17%-2413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC26,190$2.4M0.94%+2,12813F-HRTimeline
Braun-Bostich & Associates Inc.26,134$2.4M1.73%-2,64913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp25,807$2.37M0.01%-6,39613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC25,627$2.35M<0.01%-9,20713F-HRTimelineGroup
Cresset Asset Management, LLC25,605$2.35M0.01%-9,81113F-HRTimeline
Barnes Wealth Management Group, Inc25,578$2.34M1.57%13F-HRTimeline
ArborFi Advisors, LLC25,571$2.34M2.35%13F-HRTimeline
Copperleaf Capital, LLC24,975$2.29M1.45%-2,57813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.24,936$2.29M<0.01%-42,76413F-HRTimelineGroup
Washington Trust Bank24,860$2.28M0.22%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Peninsula Wealth, LLC24,834$2.28M0.39%-4,86013F-HRTimeline
DB Fitzpatrick & Co, Inc24,729$2.27M2.08%+5,03713F-HRTimeline
Park Place Capital Corp24,704$2.26M0.63%-2,23413F-HRTimeline
D L CARLSON INVESTMENT GROUP INC24,691$2.26M0.4%+45613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC24,120$2.21M0.21%-3,42113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC23,895$2.19M0.12%+2,31613F-HRTimeline
Arkadios Wealth Advisors23,461$2.15M0.12%-96913F-HRTimeline
Kilter Group LLC23,334$2.14M1.39%13F-HRTimeline
Parallel Advisors, LLC23,117$2.12M0.05%+2,00013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23,118$2.12M0.17%-64213F-HRTimeline
D.A. DAVIDSON & CO.22,562$2.07M0.02%+2,94213F-HRTimeline
ORG Partners LLC22,295$2.04M0.28%-27613F-HRTimeline
MA Private Wealth22,138$2.03M0.38%+1,94213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.22,084$2.02M1.92%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp22,029$2.02M0.13%+2,01713F-HRTimelineGroup
Quadrant Private Wealth Management, LLC21,853$2M0.49%+2,32313F-HRTimeline
RENASANT BANK21,645$1.98M1.29%-2,93413F-HRTimeline
Patriot Financial Group Insurance Agenc…21,448$1.97M0.26%+1,15413F-HRTimeline
STRATEGY ASSET MANAGERS LLC21,087$1.93M0.37%+23613F-HRTimeline
RDA Financial Network21,082$1.93M0.56%+6,77613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,889$1.92M0.04%+9,39913F-HRTimeline
Lifelong Wealth Advisors, Inc.20,756$1.9M0.86%13F-HRTimeline
RHS Financial, LLC20,492$1.88M0.97%+3,25913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC20,409$1.87M0.23%-28413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,295$1.86M0.01%-99213F-HRTimelineGroup
Strategic Blueprint, LLC20,239$1.86M0.11%+1,53213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,130$1.85M0.05%-8,25113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,077$1.84M0.03%+10,53313F-HRTimelineGroup
Procyon Advisors, LLC20,015$1.83M0.12%new13F-HRTimeline