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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
OMNI 360 Wealth, Inc.5,513$505K0.34%+42013F-HR/ATimeline
FAS Wealth Partners, Inc.5,482$503K0.04%+97313F-HRTimeline
WealthTrak Capital Management LLC5,454$500K0.42%13F-HRTimeline
NOVUS ADVISORS, LLC5,434$498K0.5%13F-HRTimeline
Vermillion & White Wealth Management Gr…5,422$497K0.37%-23813F-HRTimeline
Western Financial Corp/CA5,384$494K0.27%-1,50213F-HRTimeline
Legacy Capital Group California, Inc.5,377$493K0.15%-13313F-HRTimeline
MGO ONE SEVEN LLC5,368$492K0.02%-1,12113F-HRTimeline
Heritage Family Offices, LLP5,325$488K0.24%+92213F-HRTimeline
Financial Enhancement Group LLC5,378$486K0.07%-61,90113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,296$486K0.01%+23813F-HRTimeline
FineMark National Bank & Trust5,290$485K0.02%-90013F-HRTimeline
Successful Portfolios LLC5,270$483K0.32%+6913F-HRTimeline
WORLD EQUITY GROUP, INC.5,258$482K0.1%+1,37713F-HRTimeline
Avantra Family Wealth, Inc.5,196$476K0.45%13F-HRTimeline
MKT Advisors LLC5,197$476K0.21%-2,31113F-HRTimeline
CENTRAL BANK & TRUST CO5,166$474K0.07%new13F-HRTimeline
Symphony Financial, Ltd. Co.5,084$467K0.07%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC5,054$463K0.21%13F-HRTimeline
Fairvoy Private Wealth, LLC5,043$462K0.12%13F-HRTimeline
Pinnacle Family Advisors, LLC5,013$460K0.22%-2313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,006$459K0.02%+24613F-HRTimeline
Evolution Wealth Advisors, LLC5,000$458K0.08%-2,13213F-HRTimeline
Friedenthal Financial4,999$458K0.27%-92413F-HRTimeline
Empirical Asset Management, LLC4,989$457K0.15%+1,03513F-HRTimeline
Lane & Associates LLC4,937$455K0.24%-1,47913F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,948$454K0.28%-2,98213F-HRTimeline
FWG Investments, LLC.4,904$450K0.35%+1,76413F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…4,900$448K0.49%new13F-HRTimelineGroup
ONE Advisory Partners, LLC4,876$447K0.2%+33013F-HRTimeline
Keel Point, LLC4,875$447K0.04%-65113F-HRTimeline
TrueWealth Advisors, LLC4,852$445K0.15%+67513F-HRTimeline
Beverly Hills Private Wealth, LLC4,837$443K0.09%-88313F-HRTimeline
Kooman & Associates4,800$440K0.16%new13F-HRTimeline
Adams Wealth Management4,770$437K0.08%-77413F-HRTimeline
CacheTech Inc.4,770$437K0.08%-77413F-HRTimeline
AdvisorNet Financial, Inc4,710$432K0.04%-21,05613F-HRTimeline
EHRLICH FINANCIAL GROUP4,657$427K0.3%-26,23713F-HRTimeline
Venture Visionary Partners LLC4,599$422K0.02%+50113F-HR/ATimeline
Larson Financial Group LLC4,563$418K0.02%+3,60413F-HRTimeline
AMERIFLEX GROUP, INC.4,465$412K0.19%13F-HRTimeline
DAVENPORT & Co LLC4,486$411K<0.01%+76513F-HRTimeline
Pines Wealth Management, LLC4,491$407K0.18%13F-HRTimeline
J.W. COLE ADVISORS, INC.4,434$407K0.02%+1513F-HRTimeline
Estate Counselors, LLC4,400$403K0.04%-7,66513F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP4,379$401K0.1%+4313F-HRTimeline
HB Wealth Management, LLC4,375$401K<0.01%+1,51713F-HRTimeline
CoreCap Advisors, LLC4,367$400K0.02%-1,67313F-HRTimeline
Core Wealth Partners LLC4,356$399K0.23%-45313F-HRTimeline
Americana Partners, LLC4,327$397K0.02%013F-HRTimeline
MONECO ADVISORS, LLC4,307$395K0.04%new13F-HR/ATimeline
BridgePort Financial Solutions, LLC4,206$394K0.18%13F-HRTimeline
MATAURO, LLC4,270$391K0.08%13F-HRTimeline
Financial Sense Advisors, Inc.4,232$388K0.13%-47813F-HRTimeline
Certus Wealth Management, LLC4,124$380K0.25%+31213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,096$376K0.07%-35813F-HRTimeline
FIDUCIENT ADVISORS LLC4,089$375K0.05%new13F-HRTimeline
Financial Freedom, LLC4,087$375K0.2%-37913F-HRTimeline
CENTAURUS FINANCIAL, INC.4,042$371K0.02%-6,88713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,036$370K0.1%13F-HRTimeline
Accurate Wealth Management, LLC4,060$368K0.07%+24913F-HRTimeline
International Private Wealth Advisors L…4,007$367K0.37%new13F-HRTimeline
Private Portfolio Partners LLC4,006$367K0.07%+55813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC3,980$365K0.17%new13F-HRTimeline
Elevated Capital Advisors, LLC3,954$363K0.1%-68313F-HRTimeline
CIBC WORLD MARKETS CORP3,918$359K<0.01%+19913F-HRTimeline
Objective Capital Management, LLC3,897$357K0.24%+7213F-HRTimeline
IVC Wealth Advisors LLC3,854$353K0.2%+20213F-HRTimeline
FINANCIAL COUNSELORS INC3,797$348K0.01%-19113F-HRTimeline
United Advisor Group, LLC3,789$347K0.07%-3,52613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,772$346K0.02%-2,63013F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,761$345K0.09%-68313F-HRTimelineGroup
RTD Financial Advisors, Inc.3,749$344K0.04%+36313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,712$340K0.01%+36013F-HRTimeline
WMG Financial Advisors, LLC3,692$338K0.15%+15213F-HRTimeline
Midwest Heritage Bank, FSB3,687$338K0.16%-88213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,651$335K0.11%new13F-HRTimeline
Clark Asset Management, LLC3,600$330K0.06%-58213F-HRTimeline
Petix & Botte Co3,558$326K0.09%-19813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,551$326K0.03%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,550$325K0.02%-4,23713F-HRTimeline
Continuum Advisory, LLC3,522$323K0.04%+18813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,519$323K0.08%013F-HRTimeline
Comprehensive Money Management Services…3,515$322K0.27%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,500$321K0.08%013F-HRTimeline
KPP Advisory Services LLC3,489$320K0.08%+42213F-HRTimeline
Retirement Planning Group, LLC3,463$318K0.02%new13F-HRTimeline
LongView Wealth Management3,457$317K0.1%+46113F-HRTimeline
Capital A Wealth Management, LLC3,455$317K0.53%13F-HRTimeline
Fulcrum Equity Management3,446$316K0.31%-24113F-HRTimeline
MSH Capital Advisors LLC3,434$315K0.1%+24813F-HRTimeline
BCS Wealth Management3,421$314K0.08%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,416$313K0.05%-46113F-HRTimeline
Windward Private Wealth Management Inc.3,397$311K0.12%-2513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,309$303K0.02%-5,47213F-HRTimeline
City State Bank3,307$303K0.11%013F-HRTimeline
Legacy Private Trust Co.3,285$301K0.02%013F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,200$293K0.01%-2,81013F-HRTimelineGroup
Patten Group, Inc.3,184$292K0.06%-99513F-HRTimeline
Global Financial Private Client, LLC3,169$291K0.11%+4613F-HRTimeline
BLALOCK WILLIAMS, LLC3,168$290K0.34%13F-HRTimeline
Oregon Pacific Wealth Management, LLC3,164$290K0.28%13F-HRTimeline
EQ LLC3,145$288K0.14%+1813F-HRTimeline
New Republic Capital, LLC3,134$287K0.19%+42313F-HRTimeline
Valmark Advisers, Inc.3,133$287K<0.01%-15113F-HRTimeline
Berger Financial Group, Inc3,121$286K0.02%-3813F-HRTimeline
Argent Trust Co3,110$285K0.01%-4113F-HRTimeline
F/m Investments LLC3,082$283K0.01%new13F-HRTimeline
Algorithmic Investment Models, LLC3,081$282K0.22%+69213F-HRTimeline
Ifrah Financial Services, Inc.3,070$281K0.08%-39013F-HRTimeline
First Citizens Asset Management, Inc.3,032$278K0.1%-23713F-HR/ATimeline
Chesley Taft & Associates LLC3,021$277K0.01%+45013F-HRTimeline
C2C Wealth Management, LLC3,014$276K0.26%013F-HRTimeline
BRIGHTON JONES LLC2,981$273K0.01%new13F-HR/ATimeline
HBW ADVISORY SERVICES LLC2,976$273K0.03%+60613F-HRTimeline
Talisman Wealth Advisors LLC2,952$271K0.29%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,949$270K0.02%-2413F-HRTimeline
Vantage Point Financial LLC2,934$269K0.14%13F-HRTimeline
WR Wealth Planners, LLC2,903$266K0.09%-2,88313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,875$264K0.01%new13F-HRTimelineGroup
Moneda S.A. Administradora General de F…2,873$263K0.27%013F-HRTimeline
Ausdal Financial Partners, Inc.2,863$262K0.02%-60413F-HRTimeline
Breakwater Capital Group2,862$262K0.05%-1,13313F-HRTimeline
Ridgeline Wealth, LLC2,838$260K0.21%13F-HRTimeline
Waverly Advisors, LLC2,818$258K<0.01%+66613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,810$258K0.1%new13F-HRTimeline
GatePass Capital, LLC2,766$254K0.28%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,733$251K0.02%new13F-HRTimeline
Avior Wealth Management, LLC2,726$250K0.01%-20513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,696$247K0.28%13F-HRTimeline
BIP Wealth, LLC2,693$247K0.02%new13F-HRTimeline
Syntegra Private Wealth Group, LLC2,691$247K0.03%-5113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,668$245K0.05%-14513F-HRTimeline
Pine Valley Investments Ltd Liability Co2,666$244K0.02%-75213F-HRTimeline
Clearstead Advisors, LLC2,665$244K<0.01%+22813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,634$241K+329Timeline
WHITTIER TRUST CO2,594$238K<0.01%-38713F-HRTimeline
Golden State Wealth Management, LLC2,584$237K0.04%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,571$236K0.01%+21413F-HRTimeline
Wayfinding Financial, LLC2,571$235K0.13%-32,67113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,539$233K0.02%-11813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,508$230K<0.01%+5813F-HRTimelineGroup
Enterprise Bank & Trust Co2,485$228K0.07%013F-HRTimeline
FLP Wealth Management, LLC2,469$226K0.58%13F-HRTimeline
Ignite Planners, LLC2,473$226K0.05%+11513F-HRTimeline
Main Street Financial Solutions, LLC2,460$226K0.02%new13F-HRTimeline
Yoffe Investment Management, LLC2,458$225K0.33%13F-HR/ATimeline
Disciplined Investors, L.L.C.2,492$225K0.22%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,449$225K<0.01%-2,51013F-HRTimelineGroup
Raleigh Capital Management Inc.2,442$224K0.09%-53713F-HRTimeline
Savvy Advisors, Inc.2,424$222K0.03%-49413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,393$220K0.12%new13F-HRTimeline
Auour Investments LLC2,342$216K0.08%new13F-HRTimeline
Rice Partnership, LLC2,339$214K0.04%013F-HRTimeline
KDK Private Wealth Management, LLC2,303$211K0.22%13F-HRTimeline
Intellectus Partners, LLC2,300$211K0.05%+1813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,254$207K0.03%-4913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,221$204K0.05%new13F-HR/ATimeline
KELLY FINANCIAL GROUP LLC2,219$203K0.07%13F-HRTimeline
Collaborative Wealth Managment Inc.2,201$202K0.09%-15413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,189$201K0.1%new13F-HRTimeline
Sound Income Strategies, LLC2,061$189K0.01%-12313F-HRTimeline
PSI Advisors, LLC2,057$189K0.06%+1,24413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,051$188K0.13%-45013F-HRTimeline
Independence Bank of Kentucky1,980$182K0.03%+1,38713F-HRTimeline
NOVEM GROUP1,979$181K0.03%13F-HRTimeline
Elequin Capital, LP1,954$179K0.02%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,906$175K<0.01%013F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB1,880$172K<0.01%+63413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,777$163K<0.01%+2313F-HR/ATimeline
Caldwell Trust Co1,760$161K0.02%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,755$161K0.02%-2913F-HRTimelineGroup
Horizon Investments, LLC1,757$160K<0.01%-1,43913F-HRTimeline
Prestige Wealth Management Group LLC1,750$160K0.03%013F-HR/ATimeline
Cape Investment Advisory, Inc.1,733$159K0.06%-313F-HRTimeline
Fairway Wealth LLC1,570$144K0.06%new13F-HRTimeline
Rialto Wealth Management, LLC1,486$136K0.04%13F-HRTimeline
SIGNATUREFD, LLC1,469$135K<0.01%+4213F-HRTimeline
Sunbelt Securities, Inc.1,408$129K0.01%-37213F-HRTimeline
Capital Investment Advisory Services, L…1,401$128K0.01%+90613F-HRTimeline
Tidemark, LLC1,388$127K0.05%-18713F-HRTimeline
BOKF, NAin group BOKF, NA1,338$121K<0.01%-9,86213F-HRTimelineGroup
WPG Advisers, LLC1,311$120K0.11%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,207$111K0.07%013F-HRTimeline
SBI Securities Co., Ltd.1,202$110K<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC1,165$106K0.04%13F-HRTimeline
HALL LAURIE J TRUSTEE1,100$101K0.03%013F-HRTimeline
Coppell Advisory Solutions LLC1,002$92.1K0.01%+31513F-HRTimeline
Ransom Advisory, Ltd1,000$91.7K0.04%+50013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.985$90.3K<0.01%+1213F-HRTimelineGroup
Founders Financial Alliance, LLC966$88.6K0.02%-8813F-HRTimeline
Cornerstone Planning Group LLC960$88.4K0.02%-11813F-HRTimeline
Compagnie Lombard Odier SCmA870$79.8K<0.01%013F-HRTimeline
Crewe Advisors LLC846$77.6K0.01%-213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp818$75K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…794$72.8K0.01%+12513F-HRTimeline
Zions Bancorporation, N.A.783$71.8K<0.01%-1,27213F-HRTimeline
WINTRUST INVESTMENTS LLC775$71K0.06%+4813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich680$68.8K<0.01%+4713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.707$64.8K0.03%013F-HRTimeline