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Disclosery

MBB ISHARES TR

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SHS (fund)

932 managers (945 13F filers) reported a position in MBB shares at 2025-06-30, 366,454,650 shares in all. 82 filers opened a position and 84 filers sold out during the quarter.

Managers
932
13F filers
945
New
82
Added
412
Reduced
314
Sold out
84
Shares held by filers
366,454,650

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BINGHAM PRIVATE WEALTH, LLC19,292$1.81M1.73%+1,48513F-HRTimeline
RHS Financial, LLC19,212$1.8M1.02%+2,91413F-HRTimeline
RDA Financial Network18,988$1.78M0.48%+49713F-HRTimeline
MGO ONE SEVEN LLC18,773$1.76M0.06%+12,87013F-HRTimeline
JGP Wealth Management, LLC18,727$1.76M0.21%+6,16213F-HRTimeline
Lifelong Wealth Advisors, Inc.18,661$1.75M0.58%+17213F-HRTimeline
MMA ASSET MANAGEMENT LLC18,539$1.74M0.67%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.18,532$1.74M0.08%-50,01213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,356$1.72M0.01%-5,78713F-HRTimelineGroup
MIdWestOne Financial Group, Inc.18,136$1.7M0.22%-1,45613F-HRTimeline
Kilter Group LLC17,890$1.68M0.76%+2,36513F-HRTimeline
Capital Investment Advisors, LLC17,642$1.66M0.03%+30613F-HR/ATimeline
Gateway Wealth Partners, LLC17,604$1.65M0.31%+1,58613F-HRTimeline
Western Wealth Management, LLC17,600$1.65M0.1%-10313F-HRTimeline
ADVISORY RESEARCH INC17,518$1.64M0.25%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding17,273$1.62M+73Timeline
WealthPLAN Partners, LLC17,129$1.61M0.26%+9313F-HRTimeline
Balefire, LLC17,089$1.6M0.35%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,051$1.6M0.01%-1,70213F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC17,015$1.6M0.36%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,959$1.59M0.17%-3,92613F-HR/ATimelineGroup
Maia Wealth LLC16,809$1.58M0.3%+20813F-HRTimeline
Alteri Wealth LLC16,555$1.55M0.6%+71213F-HRTimeline
Trilogy Capital Inc.16,501$1.55M0.08%+5713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding16,555$1.55M-19,744Timeline
SYNOVUS FINANCIAL CORP16,430$1.54M0.02%-92113F-HRTimeline
DMC Group, LLC16,359$1.54M1.19%-89213F-HRTimeline
Optivise Advisory Services LLC16,298$1.53M0.78%+2,59113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC16,329$1.53M0.5%+51313F-HRTimeline
Knights of Columbus Asset Advisors LLC16,100$1.51M0.09%013F-HRTimeline
Farmers National Bank16,031$1.51M0.4%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co16,022$1.5M0.02%+4,80013F-HRTimelineGroup
LifePlan Investment Advisors, Inc.15,833$1.49M0.74%+2,12613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC15,580$1.46M0.31%new13F-HRTimeline
Clearview Wealth Advisors LLC15,486$1.45M1.01%-13213F-HRTimeline
GHP Investment Advisors, Inc.15,455$1.45M0.06%-41313F-HRTimeline
Davis Wealth Advisors, LLC15,298$1.44M1.52%+68013F-HRTimeline
K2 Financial Inc.15,528$1.44M1.27%+6,74113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,288$1.44M0.42%-42413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,073$1.42M0.01%+75113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK15,072$1.42M0.01%+63213F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.15,053$1.41M0.1%+70113F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC14,979$1.41M0.26%-9,69613F-HRTimeline
Lakeshore Capital Group, Inc.14,977$1.41M1.25%-19413F-HRTimeline
PATTEN & PATTEN INC/TN14,927$1.4M0.09%+90513F-HRTimeline
Arete Wealth Advisors, LLC14,902$1.4M0.1%+76013F-HRTimeline
FULLCIRCLE WEALTH LLC14,919$1.4M0.52%+1,35113F-HRTimeline
BANQUE PICTET & CIE SA14,852$1.39M0.01%+21013F-HRTimeline
Emergent Wealth Advisors, LLC14,708$1.38M0.88%+3713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,574$1.37M0.05%-1,07313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,462$1.36M<0.01%+2,10813F-HRTimelineGroup
REGIMEN WEALTH, LLC14,351$1.35M0.42%-2,65413F-HRTimeline
MATHER GROUP, LLC.14,120$1.33M0.01%+3,01013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,066$1.32M0.03%+1,39813F-HRTimelineGroup
Richmond Investment Services, LLC14,058$1.32M0.28%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC14,039$1.32M0.66%-8,17713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,998$1.31M0.02%+9313F-HRTimeline
Cadence Bank13,960$1.31M0.09%+6,11613F-HRTimeline
NorthRock Partners, LLC13,878$1.3M0.03%+93413F-HR/ATimeline
First Heartland Consultants, Inc.13,782$1.29M0.12%+2,40413F-HRTimeline
J.W. COLE ADVISORS, INC.13,779$1.29M0.03%+1,65813F-HRTimeline
BOS Asset Management, LLC13,673$1.28M0.41%+29913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,595$1.28M0.09%-48613F-HRTimeline
Two West Capital Advisors LLC13,681$1.27M0.83%+4,80613F-HRTimeline
Cresset Asset Management, LLC13,532$1.27M0.01%-12,41713F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC13,481$1.27M0.03%+6,33913F-HRTimeline
Range Financial Group LLC13,458$1.26M0.5%+2,37013F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,285$1.25M0.04%013F-HRTimeline
Magnus Financial Group LLC13,216$1.24M0.11%-77713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,178$1.24M0.54%-90513F-HRTimeline
Ocean Park Asset Management, LLC13,189$1.24M0.04%013F-HRTimeline
May Hill Capital, LLC13,160$1.24M0.41%+10,50213F-HRTimeline
Gen-Wealth Partners Inc12,977$1.22M0.47%+1,15913F-HRTimeline
Moors & Cabot, Inc.12,779$1.2M0.06%-16213F-HRTimeline
J. W. Coons Advisors, LLC12,634$1.19M0.27%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC12,542$1.18M0.94%+70413F-HRTimeline
BUSH INVESTMENT GROUP, LLC12,315$1.16M0.78%+14113F-HRTimeline
Robertson Stephens Wealth Management, L…12,296$1.15M0.04%-30213F-HRTimeline
Algorithmic Investment Models, LLC12,256$1.15M0.79%+9,19313F-HRTimeline
M1 Capital Management LLC12,131$1.14M0.57%+17813F-HRTimeline
Gotham Asset Management, LLC12,074$1.13M0.01%013F-HRTimeline
Tempus Wealth Planning, LLC12,023$1.13M0.28%+1,03113F-HRTimeline
BNP PARIBASin group BNP PARIBAS12,000$1.12M0.04%013F-HRTimelineGroup
Sigma Planning Corp11,975$1.12M0.03%+2713F-HRTimeline
CAP Partners, LLC11,891$1.12M0.7%-28013F-HRTimeline
PFG Investments, LLC11,877$1.12M0.07%+4,07113F-HRTimeline
Carter Financial Group, INC.11,712$1.1M0.72%13F-HRTimeline
UMB Bank, n.a.11,590$1.09M0.02%+43913F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.11,446$1.07M<0.01%+27913F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC11,455$1.07M0.01%+2,68113F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…10,921$1.02M0.38%-3,90813F-HRTimeline
WEALTHGARDEN F.S. LLC10,932$1.02M0.84%-3,36613F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,787$1.01M0.19%-11,08213F-HRTimeline
Resurgent Financial Advisors LLC10,750$1.01M0.55%-1613F-HRTimeline
VestGen Investment Management10,678$1M0.72%+3,32413F-HRTimeline
Perennial Investment Advisors, LLC10,654$1M0.1%-1,09613F-HRTimeline
RCS Financial Planning, LLC10,640$999K0.5%+36113F-HRTimeline
Summit Wealth Group, LLC10,592$994K0.26%-9613F-HRTimeline
Vernal Point Advisors, LLC10,545$990K0.58%013F-HRTimeline
Freedom Investment Management, Inc.10,506$986K0.08%+1,36713F-HRTimeline
Venturi Wealth Management, LLC10,488$985K0.05%-5513F-HRTimeline
Clarendon Private LLC10,479$984K0.95%+53013F-HRTimeline
Americana Partners, LLC10,371$974K0.03%+6,40413F-HRTimeline
Diversified Enterprises, LLC10,154$953K0.07%-2,10813F-HRTimeline
Balance Wealth Partners LLC10,039$943K0.55%-10,70613F-HRTimeline
Greenwich Wealth Management LLC9,849$925K0.04%+5,02813F-HRTimeline
MSH Capital Advisors LLC9,784$919K0.26%+2,62213F-HRTimeline
Koshinski Asset Management, Inc.9,745$915K0.07%-1513F-HRTimeline
LexAurum Advisors, LLC9,728$913K0.14%+72213F-HRTimeline
Brookwood Investment Group LLC9,715$912K0.15%-2,23613F-HRTimeline
FC Advisory LLC9,517$894K0.28%+2413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,458$888K0.32%+13713F-HRTimeline
Seed Wealth Management, Inc.9,420$884K0.66%013F-HRTimeline
Boreal Capital Management LLC9,416$884K0.73%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC9,219$866K0.73%13F-HRTimeline
SUTTON PLACE INVESTORS LLC9,166$861K0.52%-51313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,080$852K0.02%+95313F-HRTimeline
NWAM LLC9,138$851K0.05%+1,57413F-HR/ATimeline
Acropolis Investment Management, LLC9,031$848K0.05%-9713F-HRTimeline
Vantage Financial Partners, LLC8,972$842K0.19%-98813F-HRTimeline
Edgestream Partners, L.P.8,878$834K0.02%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,866$832K0.28%new13F-HRTimeline
Carr Financial Group Corp8,799$826K0.24%+9213F-HRTimeline
Sowell Financial Services LLC8,678$815K0.03%+2,26013F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,660$813K0.05%-1,16013F-HRTimeline
Park Place Capital Corp8,633$807K0.18%-17,31913F-HRTimeline
Arax Advisory Partners8,570$805K0.04%+32413F-HRTimeline
Rosenberg Matthew Hamilton8,568$804K0.19%-97513F-HRTimeline
FSC Wealth Advisors, LLC8,559$804K0.51%+10713F-HR/ATimeline
Elios Financial Group Inc.8,549$803K0.36%-1,04513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,544$802K0.64%+2,21113F-HRTimeline
Delta Wealth Advisors LLC8,534$801K0.67%-39513F-HRTimeline
Cyndeo Wealth Partners, LLC8,512$799K0.05%+1,04213F-HRTimeline
WEDBUSH SECURITIES INC8,455$794K0.03%-4,48613F-HRTimeline
JT Stratford LLC8,449$793K0.12%+20713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,424$791K0.02%+42913F-HRTimelineGroup
Global Assets Advisory, LLC8,427$788K0.31%-12,83113F-HRTimeline
Aspire Private Capital, LLC8,330$782K0.18%+72213F-HRTimeline
Keebeck Wealth Management8,323$781K0.1%-8,43913F-HRTimeline
Gladstone Institutional Advisory LLC8,285$778K0.03%+17913F-HRTimeline
Pinnacle Bancorp, Inc.8,277$777K0.24%-1,56413F-HRTimeline
Diversified Portfolios, Inc.8,175$768K0.07%+45613F-HRTimeline
SWS Partners8,027$754K0.2%-31613F-HRTimeline
Spectrum Planning & Advisory Services I…7,994$751K0.49%-3,15913F-HRTimeline
Summit Financial, LLC7,957$747K0.02%-35713F-HRTimeline
PACIFIC FINANCIAL GROUP INC7,928$744K0.58%-1,91313F-HRTimeline
River Street Advisors LLC7,922$744K0.32%new13F-HRTimeline
CIBC WORLD MARKETS CORP7,864$738K<0.01%+3,97313F-HRTimeline
Florin Court Capital LLP7,800$732K0.75%013F-HRTimeline
ADE, LLC7,793$732K0.39%-14113F-HRTimeline
Prospera Financial Services Inc7,752$730K0.01%+40713F-HRTimeline
Retirement Wealth Solutions LLC7,726$725K0.53%+83413F-HRTimeline
Pure Financial Advisors, LLC7,696$723K0.01%+2,96513F-HRTimeline
Beacon Financial Advisory LLC7,604$714K0.18%+61513F-HRTimeline
New Century Financial Group, LLC7,548$709K0.83%+41313F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,444$699K0.02%+1,72013F-HRTimeline
Capital Investment Advisory Services, L…7,413$696K0.06%+53113F-HRTimeline
Sovereign Financial Group, Inc.7,389$694K0.14%-7913F-HRTimeline
DAVENPORT & Co LLC7,323$688K<0.01%+61413F-HRTimeline
Presidio Capital Management, LLC7,305$686K0.26%-59313F-HRTimeline
LANARK FINANCIAL, INC.7,298$685K0.06%+4,20313F-HRTimeline
NATURAL INVESTMENTS, LLC7,273$682K0.18%-2,32213F-HRTimeline
Legacy Capital Wealth Partners, LLC7,255$681K0.16%-76613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,175$674K<0.01%-2,95913F-HRTimelineGroup
Claro Advisors Inc.7,128$669K0.11%-10,72713F-HRTimeline
RENASANT BANK7,105$667K0.45%-17,23913F-HRTimeline
Aprio Wealth Management, LLC7,096$666K0.08%-2,12713F-HRTimeline
United Advisor Group, LLC7,096$666K0.12%+4,94013F-HRTimeline
180 WEALTH ADVISORS, LLC7,077$664K0.09%-31313F-HRTimeline
CoreCap Advisors, LLC7,011$658K0.03%-1,45613F-HRTimeline
Annandale Capital, LLC7,011$658K0.12%013F-HRTimeline
Cypress Capital, LLC6,959$653K0.19%-7113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,929$651K0.01%+1413F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,918$650K0.2%+1,07913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,884$646K0.05%+3813F-HRTimeline
Trinity Wealth Management, LLC6,849$643K0.26%+15613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,806$639K0.04%013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC6,796$638K0.08%+12613F-HRTimeline
Narus Financial Partners, LLC6,717$631K0.2%+19513F-HRTimeline
Israel Discount Bank of New York6,705$630K2.39%+10513F-HRTimeline
Cooper Financial Group6,701$629K0.07%-10,34513F-HRTimeline
Rede Wealth, LLC6,640$623K0.23%+21113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,556$616K0.02%+98613F-HRTimeline
Latitude Advisors, LLC6,482$609K0.31%-54613F-HRTimeline
Tyche Wealth Partners LLC6,440$605K0.12%new13F-HRTimeline
Heritage Family Offices, LLP6,432$602K0.3%013F-HRTimeline
GeoWealth Management, LLC6,362$597K0.02%+47813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,348$596K0.3%+22313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,274$589K0.09%+6513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,249$587K0.07%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC6,199$582K0.09%013F-HRTimeline
VestGen Advisors, LLC6,187$581K0.02%-39813F-HRTimeline
Quartz Partners, LLC6,160$578K0.26%-113F-HRTimeline
Bison Wealth, LLC6,147$577K0.05%-99713F-HRTimeline
MJT & Associates Financial Advisory Gro…6,085$571K0.71%-8413F-HR/ATimeline
Fourth Dimension Wealth, LLC6,038$567K0.24%-2,54413F-HRTimeline
Laird Norton Wetherby Wealth Management…6,036$567K0.03%13F-HRTimeline
Synergy Investment Management, LLC5,973$561K0.34%-12,09613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,956$559K0.02%+3,51613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,945$558K0.04%+6213F-HRTimeline