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Disclosery

MBB ISHARES TR

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SHS (fund)

925 managers (940 13F filers) reported a position in MBB shares at 2025-03-31, 340,678,446 shares in all. 96 filers opened a position and 74 filers sold out during the quarter.

Managers
925
13F filers
940
New
96
Added
327
Reduced
408
Sold out
74
Shares held by filers
340,678,446

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TD Asset Management Inc90,000$8.44M0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.89,617$8.4M0.24%+3,98913F-HRTimeline
Blankinship & Foster, LLC89,038$8.35M2.11%+8013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…88,309$8.28M3.06%+5,21213F-HRTimelineGroup
Pictet North America Advisors SA88,198$8.27M0.83%-37,98813F-HRTimeline
IFG Advisory, LLC87,841$8.24M0.46%+12,86013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …86,397$8.1M0.64%-4,87013F-HRTimeline
Impact Partnership Wealth, LLC86,221$8.09M1.73%+21,93913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP85,774$8.04M0.01%-4,31513F-HRTimelineGroup
Edge Wealth Management LLC84,723$7.95M1.61%-1,78413F-HRTimeline
Triad Wealth Partners, LLC84,330$7.91M2.46%-2,82713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding83,883$7.87M-7,722Timeline
Pacific Sage Partners, LLC83,402$7.82M1.76%+5,44313F-HRTimeline
Vertex Planning Partners, LLC83,286$7.81M1.7%+3,40413F-HRTimeline
Financial Engines Advisors L.L.C.82,092$7.7M0.02%+46,46313F-HRTimeline
West Family Investments, Inc.80,697$7.6M2.86%-36113F-HRTimeline
SIMA Wealth Partners, LLC79,748$7.48M6.21%+3,96613F-HRTimeline
HRT FINANCIAL LP78,784$7.39M0.05%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co78,627$7.37M0.3%-5,34413F-HRTimelineGroup
Tortoise Investment Management, LLC78,161$7.33M0.76%-38,48813F-HR/ATimeline
Alternative Investment Advisors, LLC.76,999$7.22M3.82%-1,85313F-HRTimeline
BAILARD, INC.76,163$7.14M0.18%+4,83313F-HRTimeline
PAX Financial Group, LLC74,786$7.01M1.24%-10,67513F-HRTimeline
Snider Financial Group74,027$6.94M2.26%+4,35113F-HRTimeline
AAFMAA Wealth Management & Trust LLC73,337$6.88M3.12%+1,80313F-HRTimeline
Winthrop Capital Management, LLC73,102$6.86M1.89%+1813F-HRTimeline
FOSTER & MOTLEY INC72,481$6.8M0.43%+26,68113F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC72,526$6.79M0.75%-21,18613F-HRTimelineGroup
Scarborough Advisors, LLC72,402$6.79M0.97%+3,29313F-HRTimeline
LINCOLN CAPITAL CORP71,937$6.75M2.81%-63213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC71,800$6.73M0.06%-23,72313F-HRTimelineGroup
Regal Investment Advisors LLC71,054$6.66M0.54%-13,74813F-HRTimeline
Bay Harbor Wealth Management, LLC70,090$6.57M2.08%-1,12613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC69,905$6.56M0.15%+7,47913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.68,544$6.43M0.2%+22,47313F-HRTimeline
Advisor Resource Council70,738$6.43M0.52%+65,19213F-HRTimeline
Optas, LLC67,723$6.35M1.11%-4,76913F-HRTimeline
Municipal Employees' Retirement System …67,551$6.33M0.08%+23,58013F-HRTimeline
Smartleaf Asset Management LLC67,177$6.29M0.61%+59,75113F-HRTimeline
Parkside Advisors LLC66,206$6.21M1.49%-1,72413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding66,099$6.2M-387Timeline
Steward Partners Investment Advisory, L…66,062$6.2M0.05%-17,42213F-HRTimeline
DOHJ, LLC65,153$6.11M1.4%+13,54213F-HRTimeline
Capital International Investorsin group Capital International Investo…64,222$6.02M<0.01%-2,24513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding63,320$5.94M-3,108Timeline
CHOREO, LLC63,104$5.92M0.09%-10,25013F-HRTimeline
Shared Vision Wealth Group LLC62,641$5.87M3.21%-5,32513F-HRTimeline
BEACON FINANCIAL GROUP62,063$5.82M0.64%+68813F-HRTimeline
Northwest Capital Management Inc61,633$5.78M2.38%+6,47913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,279$5.75M0.01%+3,41513F-HRTimeline
Summit X, LLC61,183$5.74M1.21%-8,61813F-HRTimeline
Fort Point Capital Partners LLC61,023$5.72M0.64%+3,02713F-HRTimeline
World Investment Advisors61,007$5.72M0.15%-6,40613F-HRTimeline
LEUTHOLD GROUP, LLC60,708$5.69M0.74%-66,57913F-HRTimeline
Lindenwold Advisors, INC60,545$5.68M3.16%+3,34513F-HRTimeline
FIRST AMERICAN TRUST, FSB59,257$5.56M0.51%+3,71313F-HRTimeline
Integrated Advisors Network LLC59,254$5.56M0.28%+23,71713F-HRTimeline
McNaughton Wealth Management, LLC58,627$5.5M2.67%new13F-HRTimeline
Cobblestone Asset Management LLC57,822$5.42M3.17%-4,10313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH57,629$5.4M1.73%+4,45913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC57,562$5.4M0.08%+28,75813F-HRTimelineGroup
Endurance Services Ltd57,544$5.4M1%013F-HRTimeline
&PARTNERS57,001$5.33M0.06%+5,86813F-HRTimeline
Signal Advisors Wealth, LLC56,084$5.26M0.51%-4,69413F-HRTimeline
SigFig Wealth Management, LLC55,740$5.22M0.19%-8,19613F-HRTimeline
Spectrum Wealth Counsel, LLC55,543$5.21M0.63%-11,96713F-HRTimeline
SWMG, LLC55,495$5.18M2.05%+18,70013F-HRTimeline
Keystone Financial Services54,987$5.16M1.97%-14,99313F-HRTimeline
Essential Planning, LLC.54,496$5.11M2.06%-3,257,03313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS52,612$4.93M<0.01%-30,37813F-HRTimelineGroup
Columbus Macro, LLC52,573$4.93M0.65%+3,11613F-HRTimeline
CW Advisors, LLC52,443$4.92M0.06%-506,35913F-HRTimeline
Advus Financial Partners, LLC52,388$4.91M2.1%-1,36713F-HR/ATimeline
Legacy Financial Group LLC51,667$4.85M0.75%-13,68913F-HRTimeline
WEALTH ALLIANCE, LLC51,658$4.84M0.59%-12,90813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC51,589$4.84M0.18%-3,27113F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.51,277$4.81M0.3%-36,42513F-HRTimeline
WCG Wealth Advisors LLC50,812$4.77M0.36%-14,44713F-HR/ATimeline
Genesis Wealth Advisors, LLC49,341$4.63M3.75%new13F-HRTimeline
Pettinga Financial Advisors LLC48,288$4.53M1.06%-7,43813F-HRTimeline
Belpointe Asset Management LLC48,130$4.51M0.23%-48013F-HRTimeline
True Vision MN LLC48,067$4.51M2.7%-7,66713F-HRTimeline
Vestmark Advisory Solutions, Inc.47,178$4.42M0.11%new13F-HRTimeline
Sequoia Financial Advisors, LLC46,783$4.39M0.03%+39,26313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,528$4.36M0.01%-3,66813F-HRTimeline
Betterment LLC46,359$4.35M0.01%-43,34113F-HRTimeline
Graypoint LLC45,412$4.26M0.27%-83313F-HRTimeline
RATIONAL ADVISORS, INC.45,085$4.23M0.43%-5,02913F-HRTimeline
JMAC ENTERPRISES LLC44,344$4.16M0.99%+2,53213F-HRTimeline
PROFFITT & GOODSON INC44,216$4.15M0.68%-87813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC44,215$4.15M0.48%+1,99913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC44,110$4.14M0.16%+2,15913F-HRTimeline
Sovran Advisors, LLC44,251$4.09M0.53%+43013F-HRTimeline
Cypress Wealth Services, LLC43,521$4.08M0.83%-7,57913F-HRTimeline
Semmax Financial Advisors Inc.43,840$4.06M1.1%+1,66113F-HRTimeline
KICKSTAND VENTURES, LLC.42,919$4.02M1.04%+27813F-HRTimeline
Sunesis Advisors, LLC42,508$3.99M2.16%+413F-HRTimeline
Insight Wealth Strategies, LLC42,464$3.98M0.54%-250,66113F-HRTimeline
Shepherd Financial Partners LLC41,659$3.91M0.46%new13F-HRTimeline
Riggs Asset Managment Co. Inc.41,403$3.88M1.11%-3,99213F-HRTimeline
Focus Financial Network, Inc.41,122$3.86M0.16%-3,11713F-HRTimeline
Advisory Services Network, LLC40,998$3.84M0.07%-19,34113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC40,180$3.77M0.07%+10,10013F-HRTimeline
WealthShield Partners, LLC39,569$3.71M0.48%-2,82413F-HRTimeline
Apeiron RIA LLC39,562$3.71M1.12%+52813F-HRTimeline
WOLVERINE TRADING, LLC39,039$3.66M0.12%new13F-HRTimeline
Simplicity Wealth,LLC38,895$3.65M0.28%new13F-HRTimeline
Centennial Wealth Advisory LLC38,570$3.62M1.31%+8,92613F-HRTimeline
Trajan Wealth LLC38,476$3.61M0.2%-12,96313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.38,111$3.57M0.45%-45713F-HRTimeline
Mutual Advisors, LLC37,846$3.53M0.1%-92413F-HRTimeline
Mayflower Financial Advisors, LLC37,522$3.52M0.54%-6,34713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC36,670$3.44M0.96%-8,14813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,602$3.43M0.01%new13F-HRTimelineGroup
Sachetta, LLC36,401$3.41M1.4%+2,09013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC36,316$3.41M1.33%-2,18313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding36,299$3.4M+6,673Timeline
Csenge Advisory Group36,573$3.38M0.19%-3,67113F-HRTimeline
Centurion Wealth Management LLC35,758$3.28M1.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,513$3.24M<0.01%+5,13313F-HR/ATimelineGroup
Independent Advisor Alliance34,478$3.23M0.11%-117,14113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,407$3.13M-140,025Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP33,290$3.12M0.88%-39113F-HRTimelineGroup
IHT Wealth Management, LLC32,936$3.09M0.1%-2,30113F-HRTimeline
Yukon Wealth Management, Inc.32,280$3.03M1.26%13F-HRTimeline
Atlatl Advisers LLC32,259$3.03M1.97%-4,87313F-HRTimeline
Snowden Capital Advisors LLC31,286$2.93M0.09%-4,25113F-HRTimeline
Parallel Advisors, LLC31,228$2.93M0.07%+8,11113F-HRTimeline
PRIVATE TRUST CO NA31,149$2.92M0.3%-3,88113F-HRTimeline
Sierra Capital LLC30,730$2.88M0.35%-60713F-HRTimeline
First Horizon Advisors, Inc.30,622$2.87M0.08%-5,36313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC30,485$2.86M0.06%-1,25313F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC30,118$2.82M0.97%-41913F-HRTimeline
Jacobi Capital Management LLC29,296$2.75M0.2%+1,86313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,042$2.72M0.09%+24,03613F-HRTimeline
Tradition Wealth Management, LLC28,575$2.68M0.24%-3,32413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.28,406$2.66M1.45%+6,32213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC27,767$2.6M0.25%-8,32313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC27,555$2.58M0.03%-10,47213F-HRTimeline
Haverford Trust Co27,466$2.58M0.03%-47713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP27,342$2.56M0.19%+24,60913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …26,790$2.51M0.16%-4,96613F-HRTimelineGroup
5T Wealth, LLC26,715$2.51M1.43%-3,26613F-HRTimeline
My Legacy Advisors, LLC26,708$2.5M0.97%-3,37213F-HRTimeline
ArborFi Advisors, LLC26,572$2.49M2.48%+1,00113F-HRTimeline
OARSMAN CAPITAL, INC.26,436$2.48M0.45%-6,99013F-HRTimeline
Buttonwood Financial Group, LLC26,690$2.45M1.44%-26,63913F-HRTimeline
Hexagon Capital Partners LLC26,151$2.45M0.46%+9,01713F-HRTimeline
Hoxton Planning & Management, LLC25,959$2.43M0.93%-4,89313F-HRTimeline
Park Place Capital Corp25,952$2.43M0.66%+1,24813F-HRTimeline
Cresset Asset Management, LLC25,949$2.43M0.01%+34413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp25,753$2.42M0.16%+3,72413F-HRTimelineGroup
Barnes Wealth Management Group, Inc25,656$2.41M1.54%+7813F-HRTimeline
DB Fitzpatrick & Co, Inc25,574$2.4M2.28%+84513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25,500$2.39M0.19%+2,38213F-HRTimeline
Fermata Advisors, LLC25,343$2.38M0.43%+12,33413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,100$2.35M<0.01%-52713F-HRTimelineGroup
TME FINANCIAL, INC.24,909$2.34M2.03%-2,92013F-HRTimeline
Washington Trust Bank24,860$2.33M0.23%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arkadios Wealth Advisors24,826$2.33M0.09%+1,36513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC24,675$2.31M0.44%-1613F-HRTimeline
DecisionMap Wealth Management, LLC24,393$2.29M1.74%-6,08713F-HRTimeline
RENASANT BANK24,344$2.28M1.51%+2,69913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,143$2.26M0.01%-25,44413F-HRTimelineGroup
Quadrant Private Wealth Management, LLC24,024$2.25M0.56%+2,17113F-HRTimeline
Aptus Capital Advisors, LLC23,966$2.25M0.03%-3,11613F-HRTimeline
Braun-Bostich & Associates Inc.23,758$2.23M1.65%-2,37613F-HRTimeline
Van Hulzen Asset Management, LLC23,605$2.21M0.2%-6,39813F-HRTimeline
MA Private Wealth23,289$2.18M0.41%+1,15113F-HRTimeline
Clark Capital Management Group, Inc.22,768$2.14M0.02%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC22,216$2.08M1.2%-9,11213F-HRTimeline
Bristlecone Advisors, LLC22,028$2.07M0.17%+5,32013F-HRTimeline
Bestgate Wealth Advisors, LLC21,895$2.05M4.26%+9,43713F-HRTimeline
STRATEGY ASSET MANAGERS LLC21,869$2.05M0.42%+78213F-HRTimeline
Copperleaf Capital, LLC21,584$2.02M1.21%-3,39113F-HRTimeline
ShoreHaven Wealth Partners, LLC21,517$2.02M0.97%-7,38113F-HRTimeline
BCU Wealth Advisors, LLC21,507$2.02M1.05%+2,82613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,446$2.01M0.2%-2,67413F-HR/ATimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/21,224$1.99M0.11%-8,58313F-HRTimeline
Global Assets Advisory, LLC21,258$1.98M0.37%+15,44113F-HRTimeline
Strategic Blueprint, LLC21,066$1.98M0.11%+82713F-HRTimeline
IFP Advisors, Inc21,016$1.97M0.06%-5,38713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,927$1.96M0.04%+3813F-HRTimeline
Saxony Capital Management, LLC20,911$1.96M1.72%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…20,885$1.96M0.21%+2,30413F-HR/ATimelineGroup
Balance Wealth Partners LLC20,745$1.95M1.26%13F-HRTimeline
Stelac Advisory Services LLC20,716$1.94M0.8%+91513F-HRTimeline
Bigelow Investment Advisors, LLC20,671$1.94M0.92%+14,29213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC20,579$1.93M0.24%+17013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,573$1.93M0.17%-5,95813F-HR/ATimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC20,572$1.93M1.04%-7,99413F-HRTimeline
Patriot Financial Group Insurance Agenc…20,480$1.92M0.26%-96813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,983$1.87M0.23%-11,10413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,864$1.86M0.1%-4,03113F-HRTimeline
D.A. DAVIDSON & CO.19,751$1.85M0.01%-2,81113F-HRTimeline
Crabel Capital Management, LLC19,716$1.85M2%new13F-HRTimeline
MIdWestOne Financial Group, Inc.19,592$1.84M0.26%-29013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,591$1.84M0.04%+2,22913F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,525$1.83M0.01%+13713F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC19,112$1.79M0.1%+2,32513F-HRTimeline