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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
Coordinated Financial Services, Inc./CO18,760$1.76M1.35%13F-HRTimeline
Lion Street Advisors, LLC18,758$1.76M0.56%+58313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp18,753$1.76M0.01%-7,05413F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC18,645$1.75M0.17%+3,19913F-HRTimeline
RDA Financial Network18,491$1.73M0.52%-2,59113F-HRTimeline
Lifelong Wealth Advisors, Inc.18,489$1.73M0.81%-2,26713F-HRTimeline
Synergy Investment Management, LLC18,069$1.69M0.71%-17,06313F-HRTimeline
Claro Advisors Inc.17,855$1.67M0.22%+43013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC17,807$1.67M1.73%+26013F-HRTimeline
Western Wealth Management, LLC17,703$1.66M0.11%-54413F-HRTimeline
ADVISORY RESEARCH INC17,518$1.64M0.29%013F-HRTimeline
SYNOVUS FINANCIAL CORP17,351$1.63M0.02%+90513F-HRTimeline
Capital Investment Advisors, LLC17,336$1.63M0.03%-380,60913F-HRTimeline
Community Bank, N.A.17,256$1.62M0.22%+42513F-HRTimeline
DMC Group, LLC17,251$1.62M1.32%-2,64513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding17,200$1.61M+1,077Timeline
Cooper Financial Group17,046$1.6M0.21%+3,09213F-HRTimeline
WealthPLAN Partners, LLC17,036$1.6M0.23%-1,75713F-HRTimeline
REGIMEN WEALTH, LLC17,005$1.59M0.51%+113F-HRTimeline
Keebeck Wealth Management16,762$1.57M0.23%+2,80213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,735$1.57M0.04%-3,39513F-HRTimeline
Trilogy Capital Inc.16,444$1.54M0.08%-60013F-HRTimeline
Maia Wealth LLC16,601$1.54M0.35%-2,35913F-HRTimeline
RHS Financial, LLC16,298$1.53M0.86%-4,19413F-HRTimeline
Knights of Columbus Asset Advisors LLC16,100$1.51M0.1%new13F-HRTimeline
Farmers National Bank16,031$1.5M0.42%-4713F-HRTimeline
Gateway Wealth Partners, LLC16,018$1.5M0.34%-1,62513F-HRTimeline
GHP Investment Advisors, Inc.15,868$1.49M0.07%-74513F-HRTimeline
Alteri Wealth LLC15,843$1.49M0.65%+2,84213F-HRTimeline
Trivium Point Advisory, LLC15,737$1.48M0.18%+4,41513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,712$1.47M0.57%-52213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,647$1.47M0.05%-1,07813F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC15,816$1.46M0.67%-3,86213F-HRTimeline
Clearview Wealth Advisors LLC15,618$1.46M1.09%-3,26313F-HRTimeline
Kilter Group LLC15,525$1.46M0.95%-7,80913F-HRTimeline
Montecito Bank & Trust15,307$1.44M0.25%-54513F-HRTimeline
Lakeshore Capital Group, Inc.15,171$1.42M1.37%new13F-HRTimeline
Concorde Asset Management, LLC15,247$1.41M0.76%-3,11513F-HRTimeline
Investor's Fiduciary Advisor Network, L…14,829$1.39M0.66%-1113F-HRTimeline
Emergent Wealth Advisors, LLC14,671$1.38M1%+22913F-HRTimeline
BANQUE PICTET & CIE SA14,642$1.37M0.01%+46013F-HRTimeline
Davis Wealth Advisors, LLC14,618$1.37M1.55%-1,44413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,440$1.35M0.01%+4,24213F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.14,352$1.35M0.1%-2813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC14,322$1.34M0.01%-5,97313F-HRTimelineGroup
WEALTHGARDEN F.S. LLC14,298$1.34M1.29%-33813F-HRTimeline
Arete Wealth Advisors, LLC14,142$1.33M0.1%+16213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,083$1.32M0.63%-3,96213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,081$1.32M0.11%-47513F-HRTimeline
PATTEN & PATTEN INC/TN14,022$1.31M0.09%+1,53013F-HRTimeline
Magnus Financial Group LLC13,993$1.31M0.13%-80413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,905$1.3M0.03%+1,47513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,719$1.29M<0.01%-43,15413F-HRTimelineGroup
Optivise Advisory Services LLC13,707$1.29M0.72%-85413F-HRTimeline
LifePlan Investment Advisors, Inc.13,707$1.29M0.74%+1,60713F-HRTimeline
FULLCIRCLE WEALTH LLC13,568$1.27M0.52%-1,58113F-HRTimeline
BOS Asset Management, LLC13,374$1.25M0.43%-1,61113F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,285$1.25M0.04%+5,70513F-HRTimeline
Ocean Park Asset Management, LLC13,189$1.24M0.04%new13F-HRTimeline
WEDBUSH SECURITIES INC12,941$1.21M0.04%-7313F-HRTimeline
NorthRock Partners, LLC12,944$1.21M0.04%+70713F-HRTimeline
Moors & Cabot, Inc.12,941$1.21M0.06%+92013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,668$1.19M0.03%+1413F-HRTimelineGroup
J. W. Coons Advisors, LLC12,634$1.18M0.31%013F-HRTimeline
Robertson Stephens Wealth Management, L…12,598$1.18M0.04%-6,86613F-HRTimeline
JGP Wealth Management, LLC12,565$1.18M0.16%+97413F-HRTimeline
Lord & Richards Wealth Management, LLC12,533$1.18M1.33%+1,47313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,354$1.16M<0.01%+1,61313F-HRTimelineGroup
Diversified Enterprises, LLC12,262$1.15M0.1%+1,16613F-HRTimeline
GWN SECURITIES INC.12,280$1.15M0.06%-1,29113F-HRTimeline
BUSH INVESTMENT GROUP, LLC12,174$1.14M0.86%-1,41513F-HRTimeline
CAP Partners, LLC12,171$1.14M0.83%-42413F-HRTimeline
J.W. COLE ADVISORS, INC.12,121$1.14M0.04%+7,68713F-HRTimeline
Gotham Asset Management, LLC12,074$1.13M0.01%+4,29213F-HRTimeline
BNP PARIBASin group BNP PARIBAS12,000$1.13M0.05%013F-HRTimelineGroup
M1 Capital Management LLC11,953$1.12M0.7%-2,92613F-HRTimeline
Brookwood Investment Group LLC11,951$1.12M0.19%13F-HRTimeline
Sigma Planning Corp11,948$1.12M0.04%-1,27313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,838$1.11M0.84%-65713F-HRTimeline
Gen-Wealth Partners Inc11,818$1.11M0.46%+39213F-HRTimeline
Perennial Investment Advisors, LLC11,750$1.1M0.12%+10313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC11,401$1.07M0.02%new13F-HRTimelineGroup
First Heartland Consultants, Inc.11,378$1.07M0.11%-3,96113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,222$1.05M0.01%+37113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.11,167$1.05M<0.01%-13,76913F-HRTimelineGroup
Spectrum Planning & Advisory Services I…11,153$1.05M0.87%-26,68313F-HRTimeline
UMB Bank, n.a.11,151$1.05M0.02%-23113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MATHER GROUP, LLC.11,110$1.04M0.01%+72813F-HRTimeline
Range Financial Group LLC11,088$1.04M0.46%+10713F-HRTimeline
Tempus Wealth Planning, LLC10,992$1.03M0.31%-1,00813F-HRTimeline
Resurgent Financial Advisors LLC10,766$1.01M0.61%-1,22313F-HRTimeline
Summit Wealth Group, LLC10,688$1M0.29%013F-HRTimeline
Vernal Point Advisors, LLC10,545$989K0.66%-8,45513F-HRTimeline
Venturi Wealth Management, LLC10,543$989K0.05%-4,24813F-HRTimeline
RFG Advisory, LLC10,514$986K0.03%-7,55513F-HRTimeline
EP Wealth Advisors, LLC10,440$979K0.01%-8,30113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,352$974K0.06%+55613F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL10,355$971K0.01%new13F-HRTimeline
RCS Financial Planning, LLC10,279$964K0.51%-2,35113F-HRTimeline
Clear Creek Financial Management, LLC10,202$957K0.1%-1,09713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,134$950K<0.01%+1,03413F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,000$938K<0.01%013F-HR/ATimelineGroup
Vantage Financial Partners, LLC9,960$934K0.23%-1,75613F-HRTimeline
Clarendon Private LLC9,949$933K0.98%-1313F-HRTimeline
PACIFIC FINANCIAL GROUP INC9,841$923K0.74%+38913F-HRTimeline
Pinnacle Bancorp, Inc.9,841$923K0.3%-73113F-HRTimeline
LOWE BROCKENBROUGH & CO INC9,820$921K0.06%-1,54513F-HRTimeline
Koshinski Asset Management, Inc.9,760$915K0.08%+1,38213F-HRTimeline
SUTTON PLACE INVESTORS LLC9,679$908K0.61%-1,99513F-HRTimeline
Elios Financial Group Inc.9,594$900K0.44%+2713F-HRTimeline
NATURAL INVESTMENTS, LLC9,595$899K0.25%+19613F-HRTimeline
Rosenberg Matthew Hamilton9,543$895K0.22%+1,31613F-HRTimeline
FC Advisory LLC9,493$890K0.3%-1313F-HRTimeline
Seed Wealth Management, Inc.9,420$883K0.72%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,321$874K0.35%-16,86913F-HRTimeline
Aprio Wealth Management, LLC9,223$865K0.11%new13F-HRTimeline
Freedom Investment Management, Inc.9,139$857K0.07%+2,80013F-HRTimeline
Acropolis Investment Management, LLC9,128$856K0.05%-98513F-HRTimeline
LexAurum Advisors, LLC9,006$845K0.16%-19913F-HRTimeline
Delta Wealth Advisors LLC8,929$837K0.76%+1,13813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,774$823K0.01%-4,19713F-HRTimelineGroup
Carr Financial Group Corp8,707$817K0.27%+1,86013F-HRTimeline
Two West Capital Advisors LLC8,875$816K0.68%-2,37213F-HRTimeline
K2 Financial Inc.8,787$807K0.79%+10013F-HRTimeline
Fourth Dimension Wealth, LLC8,582$805K0.39%-37313F-HRTimeline
Savvy Advisors, Inc.8,515$799K0.08%+6,09113F-HRTimeline
CoreCap Advisors, LLC8,467$794K0.03%+4,10013F-HRTimeline
FSC Wealth Advisors, LLC8,452$793K0.52%+2,76213F-HRTimeline
US FINANCIAL ADVISORS, LLC8,394$787K0.23%+79513F-HRTimeline
SWS Partners8,343$782K0.26%-96513F-HR/ATimeline
Summit Financial, LLC8,314$780K0.02%+1,31413F-HRTimeline
Arax Advisory Partners8,246$773K0.05%-1,30513F-HRTimeline
JT Stratford LLC8,242$773K0.14%+74813F-HRTimeline
Legacy Edge Advisors, LLC8,170$766K0.12%+1,38513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,127$762K0.02%-61713F-HRTimeline
Gladstone Institutional Advisory LLC8,106$760K0.04%-9313F-HRTimeline
BARINGS LLCin group BARINGS LLC8,100$760K0.02%013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC8,021$752K0.19%+1,51513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,995$750K0.02%+27313F-HRTimelineGroup
ADE, LLC7,934$744K0.43%+9913F-HRTimeline
Presidio Capital Management, LLC7,898$741K0.31%+20513F-HRTimeline
Cadence Bank7,844$736K0.05%new13F-HRTimeline
PFG Investments, LLC7,806$732K0.05%+2113F-HRTimeline
Florin Court Capital LLP7,800$731K0.76%-5,40013F-HRTimeline
Diversified Portfolios, Inc.7,719$724K0.08%-2,29313F-HRTimeline
Aspire Private Capital, LLC7,608$713K0.18%-1,89713F-HRTimeline
NWAM LLC7,564$709K0.06%-1,91913F-HRTimeline
Cyndeo Wealth Partners, LLC7,470$701K0.05%-2,29613F-HRTimeline
Sovereign Financial Group, Inc.7,468$700K0.16%-2,64313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …7,396$694K0.14%new13F-HRTimeline
180 WEALTH ADVISORS, LLC7,390$693K0.11%-77113F-HRTimeline
Prospera Financial Services Inc7,345$691K0.02%-1,48313F-HRTimeline
VestGen Investment Management7,354$690K0.52%-1,52013F-HRTimeline
MSH Capital Advisors LLC7,162$672K0.21%+3,72813F-HRTimeline
Bison Wealth, LLC7,144$670K0.06%-2,08813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,142$670K0.02%+1,84613F-HRTimeline
New Century Financial Group, LLC7,135$669K0.77%-11,90313F-HRTimeline
Marks Group Wealth Management, Inc7,124$668K0.06%new13F-HRTimeline
Cypress Capital, LLC7,030$659K0.19%-16813F-HRTimeline
Latitude Advisors, LLC7,028$659K0.38%+12913F-HRTimeline
Annandale Capital, LLC7,011$657K0.12%-6313F-HRTimeline
Beacon Financial Advisory LLC6,989$655K0.2%-72713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,915$648K0.01%-13,16213F-HRTimelineGroup
Retirement Wealth Solutions LLC6,892$646K0.52%-84313F-HRTimeline
Capital Investment Advisory Services, L…6,882$645K0.06%+5,48113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,846$642K0.05%-2,27713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,806$638K0.05%-1,64613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,790$637K<0.01%-80913F-HRTimeline
DAVENPORT & Co LLC6,709$629K<0.01%+2,22313F-HRTimeline
Trinity Wealth Management, LLC6,693$628K0.29%-1,32813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,670$625K0.08%-1,47813F-HRTimeline
Israel Discount Bank of New York6,600$619K0.48%-2,72513F-HRTimeline
Mach-1 Financial Group, LLC6,598$619K0.19%new13F-HRTimeline
VestGen Advisors, LLC6,585$618K0.03%13F-HRTimeline
Bell Investment Advisors, Inc6,569$616K0.11%+28013F-HRTimeline
CENTRAL BANK & TRUST CO6,547$614K0.1%+1,38113F-HRTimeline
Narus Financial Partners, LLC6,522$612K0.21%+23713F-HRTimeline
Heritage Family Offices, LLP6,432$603K0.31%+1,10713F-HRTimeline
Rede Wealth, LLC6,429$603K0.21%-9913F-HRTimeline
Sowell Financial Services LLC6,418$602K0.03%new13F-HRTimeline
Patten Group, Inc.6,411$601K0.14%+3,22713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC6,333$594K0.53%+3,63713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,209$582K0.11%+2,17313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC6,199$581K0.09%013F-HRTimeline
MJT & Associates Financial Advisory Gro…6,169$579K0.56%13F-HRTimeline
Quartz Partners, LLC6,161$578K0.35%+13513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,152$577K0.05%-1,31313F-HRTimeline
Pallas Capital Advisors LLC6,148$577K0.02%-174,86313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,125$574K0.33%-1,46713F-HRTimeline
Capital Asset Advisory Services LLC6,096$571K0.03%-4,72213F-HRTimeline
Hutchens & Kramer Investment Management…5,959$559K0.31%-1,57513F-HRTimeline
Hobbs Wealth Management, LLC5,950$558K0.62%-2,03813F-HR/ATimeline
MGO ONE SEVEN LLC5,903$554K0.02%+53513F-HRTimeline
GeoWealth Management, LLC5,884$552K0.02%-2,75913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,883$552K0.05%+4213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV5,839$548K0.19%+2,18813F-HRTimeline
OMNI 360 Wealth, Inc.5,788$543K0.36%+27513F-HR/ATimeline
Empirical Asset Management, LLC5,737$538K0.18%+74813F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,724$537K0.02%-3513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,675$532K0.1%+1,57913F-HRTimeline