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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
DMC Group, LLC19,896$1.82M1.48%+82813F-HRTimeline
MIdWestOne Financial Group, Inc.19,882$1.82M0.26%-70913F-HRTimeline
Stelac Advisory Services LLC19,801$1.82M0.71%+65513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC19,678$1.8M0.77%+2,52213F-HRTimeline
Robertson Stephens Wealth Management, L…19,464$1.78M0.06%-3,70513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,388$1.78M0.01%+113F-HRTimelineGroup
Maia Wealth LLC18,960$1.75M0.38%-1,50013F-HRTimeline
Vernal Point Advisors, LLC19,000$1.74M1.2%013F-HRTimeline
New Century Financial Group, LLC19,038$1.74M0.74%-50313F-HRTimeline
Clearview Wealth Advisors LLC18,881$1.73M1.32%+93413F-HRTimeline
WealthPLAN Partners, LLC18,793$1.72M0.24%+93613F-HRTimeline
EP Wealth Advisors, LLC18,741$1.72M0.01%+13,15313F-HRTimeline
BCU Wealth Advisors, LLC18,681$1.71M0.98%+2,71513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…18,581$1.7M0.17%+1,33213F-HR/ATimelineGroup
Coordinated Financial Services, Inc.18,368$1.68M1.31%13F-HRTimeline
Concorde Asset Management, LLC18,362$1.68M0.88%+2,33213F-HRTimeline
Western Wealth Management, LLC18,247$1.67M0.11%+33013F-HR/ATimeline
Lion Street Advisors, LLC18,175$1.67M0.53%+2,44813F-HRTimeline
RFG Advisory, LLC18,069$1.66M0.05%-4,60613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC18,045$1.65M0.82%+3813F-HRTimeline
Gateway Wealth Partners, LLC17,643$1.62M0.42%+2,31713F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC17,547$1.61M1.71%13F-HRTimeline
ADVISORY RESEARCH INC17,518$1.61M0.27%013F-HRTimeline
Scissortail Wealth Management, LLC17,448$1.6M0.41%+17,35613F-HRTimeline
Claro Advisors Inc.17,425$1.6M0.22%-2,50413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,362$1.59M0.04%-59213F-HRTimelineGroup
Prime Buchholz LLC17,924$1.59M0.52%13F-HRTimeline
Hexagon Capital Partners LLC17,134$1.57M0.29%+2,01513F-HRTimeline
Trilogy Capital Inc.17,044$1.56M0.08%-15213F-HRTimeline
REGIMEN WEALTH, LLC17,004$1.55M0.51%+51713F-HRTimeline
Community Bank, N.A.16,831$1.54M0.2%+71813F-HRTimeline
Dorsey & Whitney Trust CO LLC16,787$1.54M0.08%+1,29313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,725$1.53M0.05%-35413F-HRTimelineGroup
Bristlecone Advisors, LLC16,708$1.53M0.12%+8,38713F-HRTimeline
GHP Investment Advisors, Inc.16,613$1.52M0.07%-2,93013F-HRTimeline
SYNOVUS FINANCIAL CORP16,446$1.51M0.02%+87613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC16,234$1.49M0.58%+2,80213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding16,123$1.48M+1,797Timeline
Farmers National Bank16,078$1.47M0.43%13F-HRTimeline
Davis Wealth Advisors, LLC16,062$1.47M1.62%13F-HRTimeline
Montecito Bank & Trust15,852$1.45M0.25%-1,04213F-HRTimeline
Kepos Capital LPin group Kepos Capital LP15,700$1.44M1.24%-2,60013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC15,446$1.42M0.13%+7,57113F-HRTimeline
First Heartland Consultants, Inc.15,339$1.41M0.14%+2,23713F-HRTimeline
FULLCIRCLE WEALTH LLC15,149$1.39M0.57%+48013F-HRTimeline
BOS Asset Management, LLC14,985$1.37M0.49%+5,08813F-HRTimeline
M1 Capital Management LLC14,879$1.36M0.74%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…14,840$1.36M0.52%13F-HRTimeline
Magnus Financial Group LLC14,797$1.36M0.13%+3,74913F-HRTimeline
Venturi Wealth Management, LLC14,791$1.36M0.07%+9613F-HRTimeline
WEALTHGARDEN F.S. LLC14,636$1.34M1.25%+1,48913F-HRTimeline
Optivise Advisory Services LLC14,561$1.33M0.72%-45813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,556$1.33M0.11%+14,55213F-HRTimeline
Emergent Wealth Advisors, LLC14,442$1.32M0.96%+62313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.14,380$1.32M0.09%+42613F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP14,274$1.31M0.19%-4,35713F-HRTimeline
BANQUE PICTET & CIE SA14,182$1.3M0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC13,980$1.28M0.09%+3,45313F-HRTimeline
Keebeck Wealth Management13,960$1.28M0.18%+1,64713F-HRTimeline
Cooper Financial Group13,954$1.28M0.15%+4,31713F-HRTimeline
BUSH INVESTMENT GROUP, LLC13,589$1.25M0.97%+87713F-HRTimeline
GWN SECURITIES INC.13,571$1.24M0.33%13F-HRTimeline
Rareview Capital LLC12,932$1.24M0.9%+7,48813F-HRTimeline
Sigma Planning Corp13,221$1.21M0.04%-95513F-HRTimeline
Florin Court Capital LLP13,200$1.21M1.26%-19,70013F-HRTimeline
WEDBUSH SECURITIES INC13,014$1.19M0.04%-2,04913F-HRTimeline
Fermata Advisors, LLC13,009$1.19M0.22%+4,57313F-HRTimeline
Alteri Wealth LLC13,001$1.19M0.33%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC12,971$1.19M0.01%-5813F-HRTimelineGroup
CHESAPEAKE CAPITAL CORP /IL/12,955$1.19M1.21%-5913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,654$1.16M0.03%+52213F-HRTimelineGroup
J. W. Coons Advisors, LLC12,634$1.16M0.3%-2,04713F-HRTimeline
RCS Financial Planning, LLC12,630$1.16M0.62%-74013F-HRTimeline
CAP Partners, LLC12,595$1.15M0.81%+2,34213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC12,495$1.15M0.97%-7,82213F-HRTimeline
PATTEN & PATTEN INC/TN12,492$1.15M0.08%new13F-HRTimeline
Bestgate Wealth Advisors, LLC12,458$1.14M2.29%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,430$1.14M0.02%+3,66513F-HRTimeline
NorthRock Partners, LLC12,237$1.12M0.04%-85813F-HR/ATimeline
LifePlan Investment Advisors, Inc.12,100$1.11M0.69%+59413F-HRTimeline
Moors & Cabot, Inc.12,021$1.1M0.05%+63013F-HRTimeline
BNP PARIBASin group BNP PARIBAS12,000$1.1M0.01%013F-HRTimelineGroup
Tempus Wealth Planning, LLC12,000$1.1M0.34%+31613F-HRTimeline
Resurgent Financial Advisors LLC11,989$1.1M0.65%+2,13913F-HRTimeline
Vantage Financial Partners, LLC11,716$1.07M0.27%-3,08313F-HRTimeline
SUTTON PLACE INVESTORS LLC11,674$1.07M0.62%-12913F-HRTimeline
Perennial Investment Advisors, LLC11,647$1.07M0.13%-1,69213F-HRTimeline
JGP Wealth Management, LLC11,591$1.06M0.14%+3,69513F-HRTimeline
Gen-Wealth Partners Inc11,426$1.05M0.45%+22113F-HRTimeline
UMB Bank, n.a.11,382$1.04M0.02%+2,50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOWE BROCKENBROUGH & CO INC11,365$1.04M0.07%-2,12213F-HRTimeline
Trivium Point Advisory, LLC11,322$1.04M0.13%+3,24713F-HRTimeline
Clear Creek Financial Management, LLC11,299$1.04M0.11%+52213F-HRTimeline
Two West Capital Advisors LLC11,247$1.03M0.88%+1,88913F-HRTimeline
Diversified Enterprises, LLC11,096$1.02M0.1%+58313F-HRTimeline
Lord & Richards Wealth Management, LLC11,060$1.01M2.14%13F-HRTimeline
Range Financial Group LLC10,981$1.01M0.46%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,851$995K0.01%+15013F-HRTimelineGroup
Capital Asset Advisory Services LLC10,818$990K0.05%-7,89213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,741$985K<0.01%-1513F-HRTimelineGroup
Summit Wealth Group, LLC10,688$980K0.28%+2,50013F-HRTimeline
Pinnacle Bancorp, Inc.10,572$969K0.32%+1,64813F-HRTimeline
MATHER GROUP, LLC.10,382$952K0.01%-92513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,198$935K0.01%+6,03213F-HRTimelineGroup
Acropolis Investment Management, LLC10,113$927K0.05%+83913F-HRTimeline
Sovereign Financial Group, Inc.10,111$927K0.21%+1,89413F-HRTimeline
Diversified Portfolios, Inc.10,012$918K0.1%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,000$917K<0.01%013F-HRTimelineGroup
Maiden Cove Capital, LLC9,993$916K0.86%-98813F-HRTimeline
Clarendon Private LLC9,962$913K0.96%13F-HRTimeline
TRUE Private Wealth Advisors9,903$908K0.11%-9,54513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,796$898K0.08%new13F-HRTimelineGroup
Cyndeo Wealth Partners, LLC9,766$895K0.06%+72513F-HRTimeline
Elios Financial Group Inc.9,567$877K0.41%-8513F-HRTimeline
Arax Advisory Partners9,551$876K0.06%-85913F-HRTimeline
FC Advisory LLC9,506$871K0.29%+3513F-HRTimeline
Aspire Private Capital, LLC9,505$871K0.22%+77313F-HRTimeline
NWAM LLC9,483$869K0.05%+2,56313F-HRTimeline
PACIFIC FINANCIAL GROUP INC9,452$867K0.64%+21313F-HRTimeline
Farringdon Capital, Ltd.9,447$866K0.36%13F-HRTimeline
Seed Wealth Management, Inc.9,420$864K0.7%013F-HRTimeline
NATURAL INVESTMENTS, LLC9,399$861K0.24%13F-HRTimeline
Israel Discount Bank of New York9,325$855K0.62%-76113F-HRTimeline
SWS Partners9,308$853K0.26%-18513F-HRTimeline
Bison Wealth, LLC9,232$846K0.1%13F-HRTimeline
LexAurum Advisors, LLC9,205$844K0.17%+48813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,123$836K0.06%-5,08613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,100$834K<0.01%+1,02813F-HRTimelineGroup
Fourth Dimension Wealth, LLC8,955$821K0.43%13F-HRTimeline
VestGen Investment Management8,874$814K0.22%-2,18313F-HRTimeline
Prospera Financial Services Inc8,828$812K0.02%+86513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,744$802K0.02%13F-HRTimeline
GeoWealth Management, LLC8,643$792K0.03%-14,03513F-HRTimeline
K2 Financial Inc.8,687$785K0.78%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,452$775K0.05%-28113F-HRTimelineGroup
TRUST POINT INC.8,436$773K0.05%+6,11313F-HRTimeline
Koshinski Asset Management, Inc.8,378$768K0.07%+74613F-HRTimeline
Rosenberg Matthew Hamilton8,227$754K0.2%+70513F-HRTimeline
Gladstone Institutional Advisory LLC8,199$752K0.03%-8813F-HRTimeline
180 WEALTH ADVISORS, LLC8,161$748K0.12%-1,03413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,148$747K0.1%-12113F-HRTimeline
Pinion Investment Advisors, LLC8,118$744K0.3%+2,88713F-HRTimeline
BARINGS LLCin group BARINGS LLC8,100$743K0.02%013F-HRTimelineGroup
Trinity Wealth Management, LLC8,021$735K0.33%-4413F-HRTimeline
Maxwell Wealth Strategies Inc.7,991$733K0.3%+33313F-HRTimeline
Hobbs Wealth Management, LLC7,988$732K0.84%13F-HRTimeline
ADE, LLC7,835$718K0.44%+66513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC7,834$718K0.58%13F-HRTimeline
Delta Wealth Advisors LLC7,791$714K0.67%+3,37013F-HRTimeline
PFG Investments, LLC7,785$714K0.04%-4,10713F-HRTimeline
Gotham Asset Management, LLC7,782$713K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,722$708K0.02%-1,99713F-HRTimelineGroup
Beacon Financial Advisory LLC7,716$707K0.23%+1,54313F-HRTimeline
Presidio Capital Management, LLC7,693$705K0.38%+1,66313F-HRTimeline
Retirement Wealth Solutions LLC7,735$700K0.59%13F-HRTimeline
BLAIR WILLIAM & CO/IL7,599$697K<0.01%-41113F-HRTimeline
US FINANCIAL ADVISORS, LLC7,599$697K0.21%-20113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,592$697K0.39%+21913F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,580$695K0.02%-90513F-HRTimeline
Hutchens & Kramer Investment Management…7,534$691K0.37%+10113F-HRTimeline
Sequoia Financial Advisors, LLC7,520$689K0.01%+4,07013F-HR/ATimeline
JT Stratford LLC7,494$687K0.11%+42613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,465$684K0.06%new13F-HRTimeline
Smartleaf Asset Management LLC7,426$681K0.07%+1,35113F-HRTimeline
Cypress Capital, LLC7,198$660K0.19%-29513F-HRTimeline
Annandale Capital, LLC7,074$649K0.13%-56213F-HRTimeline
Merkkuri Wealth Advisors LLC7,069$648K0.51%+73213F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding7,038$645K+3,519Timeline
Summit Financial, LLC7,000$642K0.02%-41713F-HRTimeline
Latitude Advisors, LLC6,899$632K0.36%+16413F-HRTimeline
Carr Financial Group Corp6,847$628K0.2%-2,85513F-HRTimeline
Legacy Edge Advisors, LLC6,785$623K0.1%-3913F-HRTimeline
Laird Norton Wetherby Wealth Management…6,748$619K0.03%+2713F-HRTimeline
Rede Wealth, LLC6,528$598K0.23%+42513F-HRTimeline
Legacy Capital Wealth Partners, LLC6,506$596K0.15%new13F-HRTimeline
Bigelow Investment Advisors, LLC6,379$585K0.27%-53113F-HRTimeline
Freedom Investment Management, Inc.6,339$581K0.05%+1,09713F-HRTimeline
Bell Investment Advisors, Inc6,289$577K0.11%new13F-HRTimeline
Narus Financial Partners, LLC6,285$576K0.19%+54213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,205$570K0.06%-4,85013F-HRTimeline
GEN Financial Management, INC.6,202$569K0.37%13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC6,199$568K0.1%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,116$561K0.01%013F-HRTimelineGroup
PFG Advisors6,065$556K0.03%+1,26613F-HRTimeline
Quartz Partners, LLC6,026$552K0.34%-15913F-HRTimeline
Advisory Alpha, LLC5,905$541K0.02%-1213F-HRTimeline
Dynamic Advisor Solutions LLC5,876$539K0.02%-1,28813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,841$536K0.04%+7513F-HRTimeline
Global Assets Advisory, LLC5,817$533K0.29%-64313F-HRTimeline
Catalina Capital Group, LLC5,792$531K0.17%+58913F-HRTimeline
Aveo Capital Partners, LLC5,786$530K0.06%+38813F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,759$528K0.02%+1,19813F-HRTimeline
FSC Wealth Advisors, LLC5,690$522K0.34%+41913F-HRTimeline
W ADVISORS, LLC5,639$517K0.32%+56413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,632$516K0.04%+91613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,598$513K<0.01%-17,32713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,570$511K0.02%-3,08513F-HRTimeline
Advisor Resource Council5,546$508K0.37%-1,23913F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,538$508K0.04%-61813F-HRTimeline
Transce3nd, LLC5,536$508K0.17%13F-HRTimeline