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Disclosery

MBB ISHARES TR

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SHS (fund)

1,021 managers (1,032 13F filers) reported a position in MBB shares at 2026-03-31, 367,897,878 shares in all. 101 filers opened a position and 90 filers sold out during the quarter.

Managers
1,021
13F filers
1,032
New
101
Added
512
Reduced
286
Sold out
90
Shares held by filers
367,897,878

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Trilogy Capital Inc.22,699$2.16M0.1%+89613F-HRTimeline
Richmond Investment Services, LLC22,687$2.15M0.35%+2,59013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC22,468$2.13M0.67%+6,82613F-HRTimeline
Proficio Capital Partners LLC22,475$2.11M0.11%-55,75013F-HRTimeline
May Hill Capital, LLC22,251$2.11M0.53%+3,76013F-HRTimeline
ShoreHaven Wealth Partners, LLC22,210$2.11M0.76%+24913F-HRTimeline
L & S Advisors Inc22,055$2.09M0.26%013F-HRTimeline
Kilter Group LLC21,950$2.08M0.9%+2,10413F-HRTimeline
UMB Bank, n.a.21,903$2.08M0.03%-65313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CURTIS WEALTH MANAGEMENT LLC21,706$2.06M1.93%+75813F-HRTimeline
One Capital Management, LLC21,387$2.03M0.06%-1,19913F-HRTimeline
J.M. Arbour, LLC21,341$2.03M1.95%+1,15013F-HRTimeline
LifePlan Investment Advisors, Inc.21,330$2.03M0.8%+2,00313F-HRTimeline
Stelac Advisory Services LLC21,192$2.01M0.41%+55113F-HRTimeline
NVWM, LLC20,972$1.99M0.44%+18,57413F-HRTimeline
WealthPLAN Partners, LLC20,820$1.98M0.38%+71613F-HRTimeline
Sowell Financial Services LLC20,761$1.97M0.07%+1,40513F-HRTimeline
Range Advisory, LLC20,726$1.97M0.37%+8,30913F-HRTimeline
IFS Group,LLC20,722$1.97M1.75%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC20,602$1.96M0.12%-98313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …20,593$1.96M0.01%-28513F-HRTimelineGroup
BCU Wealth Advisors, LLC20,540$1.95M0.73%+93013F-HRTimeline
Polaris Investment Advisors, LLC20,447$1.94M1.42%+1,27613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,356$1.93M<0.01%+5,30913F-HRTimelineGroup
Sovereign Investment Advisors, LLC20,300$1.93M0.41%new13F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/20,106$1.91M1.38%+8,66713F-HRTimeline
Capital Investment Advisors, LLC20,106$1.91M0.03%+6,42013F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC20,106$1.9M0.01%+8,65113F-HRTimelineGroup
Waverly Advisors, LLC19,894$1.89M0.01%-2,10513F-HRTimeline
Buttonwood Financial Group, LLC19,855$1.89M1.16%-16313F-HRTimeline
MATHER GROUP, LLC.19,542$1.86M0.02%+4,46113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,528$1.85M0.01%-113F-HRTimelineGroup
Coordinated Financial Services, Inc.19,458$1.85M1.07%+33413F-HRTimeline
Payne Capital LLC19,340$1.84M1.69%-37413F-HRTimeline
Invariant Investment Management19,277$1.83M1.13%+1,17313F-HRTimeline
Pure Financial Advisors, LLC19,121$1.82M0.03%+4,80513F-HRTimeline
Davis Wealth Advisors, LLC19,037$1.81M1.5%+77913F-HRTimeline
Soltis Investment Advisors LLC18,968$1.8M0.12%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,890$1.79M0.02%+51913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,729$1.78M0.01%+1,48513F-HRTimelineGroup
GUIDANCE CAPITAL, INC18,816$1.77M0.4%+14,80813F-HRTimeline
B. Riley Wealth Advisors, Inc.18,689$1.77M0.11%-11813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT18,573$1.76M0.2%-78313F-HRTimeline
Strategic Blueprint, LLC18,433$1.75M0.1%-1,16713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.18,423$1.75M0.13%+3,03213F-HRTimelineGroup
Global Assets Advisory, LLC18,251$1.73M0.5%+5,70313F-HRTimeline
Scissortail Wealth Management, LLC18,193$1.73M0.35%new13F-HRTimeline
Lakeshore Capital Group, Inc.17,860$1.7M1.38%-28013F-HRTimeline
Buck Wealth Strategies, LLC17,851$1.69M0.21%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,779$1.69M0.04%-1,40013F-HRTimelineGroup
Town Capital LLC17,707$1.68M1.36%-25013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV17,635$1.67M0.44%013F-HRTimeline
K2 Financial Inc.17,570$1.67M1.22%+77513F-HRTimeline
Auour Investments LLC17,574$1.67M0.52%+53413F-HRTimeline
ADVISORY RESEARCH INC17,518$1.66M0.2%013F-HRTimeline
Gen-Wealth Partners Inc17,131$1.63M0.51%+60313F-HRTimeline
Maia Wealth LLC16,698$1.59M0.27%-85313F-HRTimeline
Portfolio Resources Advisor Group, Inc.16,520$1.57M1.56%+1,43813F-HRTimeline
JFS WEALTH ADVISORS, LLC16,510$1.57M0.09%new13F-HRTimeline
CAP Partners, LLC16,214$1.54M0.87%+1,21813F-HRTimeline
Intelligence Driven Advisers, LLC16,190$1.54M0.27%-1,42813F-HRTimeline
Farmers National Bank16,031$1.52M0.34%013F-HRTimeline
Concorde Asset Management, LLC15,988$1.52M0.74%-16013F-HRTimeline
WealthPoint Financial, LLC15,891$1.51M1.26%+67913F-HR/ATimeline
BINGHAM PRIVATE WEALTH, LLC15,855$1.51M1.19%-4813F-HRTimeline
STRATEGY ASSET MANAGERS LLC15,845$1.5M0.25%-16113F-HRTimeline
RDA Financial Network15,691$1.49M0.37%-20113F-HRTimeline
BOS Asset Management, LLC15,447$1.47M0.37%+20313F-HRTimeline
Capital Investment Management, Inc.15,358$1.46M0.5%+1,72013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,864$1.41M<0.01%-35213F-HR/ATimelineGroup
GHP Investment Advisors, Inc.14,818$1.41M0.06%-37313F-HRTimeline
IHT Wealth Management, LLC14,782$1.4M0.03%+3,57913F-HRTimeline
Arete Wealth Advisors, LLC14,761$1.4M0.11%-1,90213F-HR/ATimeline
BUSH INVESTMENT GROUP, LLC14,761$1.4M0.77%+1,33013F-HRTimeline
Venturi Wealth Management, LLC14,754$1.4M0.06%+2,84013F-HRTimeline
Headlands Technologies LLC14,744$1.4M0.16%+11,02713F-HRTimeline
Two West Capital Advisors LLC14,791$1.4M0.74%+2,72913F-HRTimeline
Zinnia Wealth Advisory, LLC14,619$1.39M1.55%+7,39913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,608$1.39M0.01%+4,82213F-HRTimelineGroup
Rosenberg Matthew Hamilton14,597$1.39M0.28%+1,57213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,573$1.38M0.03%+1113F-HRTimelineGroup
First Heartland Consultants, Inc.14,572$1.38M0.11%+16213F-HRTimeline
Hopwood Nicholas Hunter14,571$1.38M0.44%+20313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,563$1.38M0.14%-2,05213F-HRTimeline
Moors & Cabot, Inc.14,375$1.36M0.06%+1,04813F-HRTimeline
Summit Financial, LLC14,273$1.36M0.02%+6,96613F-HRTimeline
Gotham Asset Management, LLC14,226$1.35M<0.01%013F-HRTimeline
RHS Financial, LLC14,200$1.35M0.64%-6,12513F-HRTimeline
ELEVATUS WELATH MANAGEMENT14,169$1.35M0.71%new13F-HRTimeline
M1 Capital Management LLC14,141$1.34M0.62%+1,77813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC14,140$1.34M0.96%-2213F-HRTimeline
Clear Creek Financial Management, LLC14,103$1.34M0.1%+8,41713F-HRTimeline
Tempus Wealth Planning, LLC14,066$1.34M0.31%+3,19013F-HRTimeline
DMC Group, LLC13,728$1.3M0.88%-91313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,719$1.3M<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC13,698$1.3M0.04%-113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13,551$1.29M0.01%new13F-HRTimelineGroup
Sigma Planning Corp13,542$1.29M0.04%+1,73613F-HRTimeline
Cresset Asset Management, LLC13,527$1.28M0.01%-42613F-HRTimeline
Tyche Wealth Partners LLC13,420$1.27M0.2%+61613F-HRTimeline
Madson Wealth Advisors Inc13,386$1.27M1.06%13F-HRTimeline
CoreCap Advisors, LLC13,381$1.27M0.04%+1,52613F-HRTimeline
MSH Capital Advisors LLC13,376$1.27M0.27%-45213F-HRTimeline
Apeiron RIA LLC13,141$1.25M0.29%-9,64713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,067$1.24M0.11%+2,80613F-HRTimelineGroup
Annex Advisory Services, LLC12,914$1.23M0.02%-890,09413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC12,754$1.21M0.44%+7013F-HRTimeline
XY Planning Network, Inc.12,760$1.21M0.19%+3,22113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co12,607$1.2M0.01%-2,42013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC12,597$1.2M0.06%+3,19513F-HRTimeline
Alteri Wealth LLC12,574$1.19M0.39%-5,89313F-HRTimeline
HighPoint Advisor Group LLC12,143$1.15M0.05%+15913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,021$1.14M<0.01%-94613F-HRTimelineGroup
Haverford Trust Co11,928$1.13M0.01%-5,57813F-HRTimeline
Strive Financial Group ,LLC11,821$1.12M0.6%+90713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,771$1.11M<0.01%+82013F-HRTimelineGroup
Montecito Bank & Trust11,721$1.11M0.18%-48013F-HRTimeline
North Forty Two & Co.11,712$1.11M1.03%+80913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,637$1.1M0.49%+55413F-HR/ATimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,616$1.1M0.34%+66013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,544$1.1M<0.01%-39,10613F-HRTimeline
REGIMEN WEALTH, LLC11,479$1.09M0.32%-3,71813F-HRTimeline
Americana Partners, LLC11,368$1.08M0.03%+82413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,212$1.06M0.08%new13F-HRTimeline
Capital Investment Advisory Services, L…11,135$1.06M0.08%+92713F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,140$1.06M0.32%+11213F-HRTimeline
EHRLICH FINANCIAL GROUP11,129$1.06M0.61%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,877$1.03M0.56%-25913F-HRTimeline
ASL Financial, LLC10,835$1.03M0.82%+57513F-HRTimeline
RFG Advisory, LLC10,791$1.02M0.02%+6,80213F-HRTimeline
Optas, LLC10,786$1.02M0.15%+4,74413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,615$1.01M0.02%+49413F-HRTimeline
Summit Wealth Group, LLC10,585$1.01M0.23%-30713F-HRTimeline
Vision Retirement, LLC10,575$1M0.29%-2,11713F-HRTimeline
Connecticut Wealth Management, LLC10,532$1M0.04%new13F-HRTimeline
DAVENPORT & Co LLC10,417$989K0.01%+1,82913F-HRTimeline
Sculati Wealth Management, LLC10,368$984K0.36%+2,07013F-HRTimeline
Koshinski Asset Management, Inc.10,287$977K0.06%+23213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,279$976K0.16%-4,10913F-HRTimeline
Optivise Advisory Services LLC10,225$971K0.59%-1,55813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,182$967K0.06%new13F-HRTimeline
Diversified Enterprises, LLC10,070$956K0.05%-97613F-HRTimeline
BIRCH FINANCIAL GROUP, LLC9,984$948K0.55%-14213F-HRTimeline
LOWE BROCKENBROUGH & CO INC9,972$947K0.05%+3,45013F-HRTimeline
Merkkuri Wealth Advisors LLC9,944$944K0.63%+12013F-HRTimeline
LongView Wealth Management9,887$944K0.24%+1,05013F-HRTimeline
LexAurum Advisors, LLC9,894$939K0.12%13F-HRTimeline
Horizon Investments, LLC9,938$937K0.01%+6,36913F-HRTimeline
Savvy Advisors, Inc.9,858$936K0.03%+5,86013F-HRTimeline
WealthTrak Capital Management LLC9,803$931K0.66%+30013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,777$928K0.03%-48813F-HRTimelineGroup
Retirement Wealth Solutions LLC9,741$925K0.58%+1,22813F-HRTimeline
OLD MISSION CAPITAL LLC9,622$914K0.02%-7,11513F-HRTimeline
Argent Trust Co9,577$909K0.03%+4,95513F-HRTimeline
NIXON PEABODY TRUST CO9,507$903K0.07%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC9,465$899K0.49%+49013F-HRTimeline
Seed Wealth Management, Inc.9,420$894K0.62%013F-HRTimeline
Latitude Advisors, LLC9,296$883K0.4%+79913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,266$880K0.29%+1,68213F-HRTimeline
Rossby Financial, LCC9,279$878K0.18%+8,66213F-HRTimeline
Presidio Capital Management, LLC9,248$878K0.26%+90113F-HRTimeline
Carr Financial Group Corp9,084$863K0.23%+6313F-HRTimeline
NWAM LLC9,081$862K0.05%+1,12113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,979$853K<0.01%new13F-HRTimelineGroup
Resurgent Financial Advisors LLC8,955$850K0.31%-19713F-HRTimeline
LightSquare Wealth Management, LLC8,952$850K0.64%13F-HRTimeline
Financial Partners Group, Inc8,920$847K0.1%+1,13613F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,912$846K0.02%+46613F-HRTimeline
Prospera Financial Services Inc8,877$845K0.01%+1,71713F-HRTimeline
Perennial Investment Advisors, LLC8,891$844K0.07%-56413F-HRTimeline
Carter Financial Group, INC.8,847$840K0.52%-19813F-HRTimeline
Aspire Private Capital, LLC8,839$839K0.19%+25813F-HRTimeline
FC Advisory LLC8,826$838K0.24%-32113F-HRTimeline
PFG Investments, LLC8,712$827K0.04%-3,57013F-HRTimeline
Diversified Portfolios, Inc.8,705$827K0.07%+58713F-HRTimeline
Clarendon Private LLC8,703$826K0.63%-33513F-HRTimeline
Beacon Financial Advisory LLC8,687$825K0.19%+97013F-HRTimeline
Napier Financial, LLC8,588$815K0.19%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,571$814K0.07%+1,67113F-HRTimeline
SWS Partners8,467$804K0.2%+42913F-HRTimeline
Capital Asset Managemnet, LLC8,459$803K0.9%+14913F-HRTimeline
WEALTHGARDEN F.S. LLC8,434$801K0.55%-76313F-HRTimeline
Legacy Edge Advisors, LLC8,398$797K0.08%-9,31813F-HRTimeline
Parkway Wealth Management Group, LLC8,358$795K0.1%+1,37813F-HRTimeline
Florin Court Capital LLP8,200$779K2.94%-2,80013F-HRTimeline
GatePass Capital, LLC7,971$757K0.37%+96613F-HRTimeline
Balance Wealth Partners LLC7,962$756K0.23%-113F-HRTimeline
UPTICK PARTNERS, LLC7,962$756K0.15%+1,88113F-HRTimeline
Gladstone Institutional Advisory LLC7,956$755K0.03%+4813F-HRTimeline
Narus Financial Partners, LLC7,918$752K0.2%+39613F-HRTimeline
True Blue Financial, LLC7,900$750K0.59%+25813F-HRTimeline
Central Pacific Bank - Trust Division7,874$748K0.1%new13F-HRTimeline
Cape Investment Advisory, Inc.7,859$746K0.25%+91413F-HRTimeline
Greenspring Advisors, LLC7,849$745K0.05%+63313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,841$745K0.03%+8813F-HRTimelineGroup
Hobbs Wealth Management, LLC7,767$737K0.73%+1,28513F-HRTimeline
Heritage Family Offices, LLP7,716$733K0.32%+1,10713F-HRTimeline
180 WEALTH ADVISORS, LLC7,673$729K0.08%+14913F-HRTimeline
Magnolia Private Wealth, LLC7,654$727K0.48%+4,39613F-HRTimeline
United Advisor Group, LLC7,586$720K0.09%+76013F-HRTimeline