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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
NOVUS ADVISORS, LLC5,633$528K0.53%+19913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,601$525K0.05%new13F-HRTimeline
W ADVISORS, LLC5,574$523K0.33%-6513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,570$522K0.02%013F-HRTimeline
Transce3nd, LLC5,542$520K0.23%+613F-HRTimeline
Legacy Capital Group California, Inc.5,495$515K0.18%+11813F-HRTimeline
Merkkuri Wealth Advisors LLC5,404$507K0.43%-1,66513F-HRTimeline
TWO SIGMA SECURITIES, LLC5,385$505K0.08%new13F-HRTimeline
FAS Wealth Partners, Inc.5,314$498K0.04%-16813F-HRTimeline
NOVEM GROUP5,300$497K0.07%+3,32113F-HRTimeline
Successful Portfolios LLC5,286$496K0.34%+1613F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,269$494K0.04%-26913F-HRTimeline
ALTFEST L J & CO INC5,194$487K0.06%-101,68713F-HRTimeline
Financial Enhancement Group LLC5,271$485K0.08%-10713F-HRTimeline
Keel Point, LLC5,041$473K0.04%+16613F-HRTimeline
Evolution Wealth Advisors, LLC5,000$469K0.08%013F-HRTimeline
AdvisorNet Financial, Inc4,918$461K0.03%+20813F-HRTimeline
TRUE Private Wealth Advisors4,886$458K0.06%-5,01713F-HRTimeline
Avantra Family Wealth, Inc.4,872$457K0.44%-32413F-HRTimeline
Adams Wealth Management4,861$456K0.09%+9113F-HRTimeline
CacheTech Inc.4,861$456K0.09%+9113F-HRTimeline
Dynamic Advisor Solutions LLC4,848$455K0.01%-1,02813F-HRTimeline
Fairvoy Private Wealth, LLC4,846$454K0.12%-19713F-HRTimeline
MONECO ADVISORS, LLC4,833$453K0.05%+52613F-HR/ATimeline
Greenwich Wealth Management LLC4,821$452K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC4,731$444K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,697$441K0.04%-93513F-HR/ATimeline
EHRLICH FINANCIAL GROUP4,657$437K0.32%013F-HRTimeline
Catalina Capital Group, LLC4,586$430K0.29%-1,20613F-HRTimeline
ONE Advisory Partners, LLC4,484$421K0.18%-39213F-HRTimeline
Pinnacle Family Advisors, LLC4,480$420K0.23%-53313F-HRTimeline
Western Financial Corp/CA4,418$414K0.24%-96613F-HRTimeline
WORLD EQUITY GROUP, INC.4,404$413K0.12%-85413F-HRTimeline
Beverly Hills Private Wealth, LLC4,353$408K0.08%-48413F-HRTimeline
WealthTrak Capital Management LLC4,348$408K0.35%-1,10613F-HRTimeline
Venture Visionary Partners LLC4,325$406K0.02%-27413F-HRTimeline
FineMark National Bank & Trust4,319$405K0.01%-97113F-HRTimeline
AMERIFLEX GROUP, INC.4,234$397K0.16%-23113F-HRTimeline
Financial Sense Advisors, Inc.4,184$392K0.11%-4813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,145$389K0.1%+38413F-HRTimelineGroup
BridgePort Financial Solutions, LLC4,142$388K0.18%-6413F-HRTimeline
Financial Freedom, LLC4,116$386K0.22%+2913F-HRTimeline
Friedenthal Financial4,095$384K0.23%-90413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,037$379K0.02%+26513F-HR/ATimelineGroup
International Private Wealth Advisors L…4,006$376K0.36%-113F-HRTimeline
Golden State Wealth Management, LLC3,994$375K0.06%+1,41013F-HR/ATimeline
Advisory Alpha, LLC3,988$374K0.01%-1,91713F-HR/ATimeline
Americana Partners, LLC3,967$372K0.01%-36013F-HRTimeline
Ausdal Financial Partners, Inc.3,935$369K0.03%+1,07213F-HRTimeline
CENTAURUS FINANCIAL, INC.3,929$369K0.02%-11313F-HRTimeline
CIBC WORLD MARKETS CORP3,891$365K<0.01%-2713F-HRTimeline
Comprehensive Money Management Services…3,883$364K0.29%+36813F-HRTimeline
FINANCIAL COUNSELORS INC3,825$359K0.01%+2813F-HRTimeline
KPP Advisory Services LLC3,784$355K0.07%+29513F-HRTimeline
LongView Wealth Management3,784$355K0.11%+32713F-HRTimeline
Elevated Capital Advisors, LLC3,776$354K0.1%-17813F-HRTimeline
PFG Advisors3,759$353K0.02%-2,30613F-HRTimeline
Continuum Advisory, LLC3,755$352K0.05%+23313F-HRTimeline
Jaffetilchin Investment Partners, LLC3,745$351K0.03%+19513F-HRTimeline
IVC Wealth Advisors LLC3,683$345K0.19%-17113F-HRTimeline
CALTON & ASSOCIATES, INC.3,671$344K0.08%new13F-HR/ATimeline
HERITAGE OAK WEALTH ADVISORS LLC3,631$341K0.15%-34913F-HRTimeline
Petix & Botte Co3,627$340K0.09%+6913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,633$340K0.03%new13F-HRTimeline
MKT Advisors LLC3,621$337K0.16%-1,57613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,592$337K0.01%-12013F-HRTimeline
F/m Investments LLC3,575$335K0.01%+49313F-HRTimeline
Vantage Point Financial LLC3,559$334K0.17%+62513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,551$333K0.04%013F-HRTimeline
Fiduciary Alliance LLC3,532$331K0.03%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,519$330K0.08%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,519$330K<0.01%013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC3,500$328K0.09%013F-HRTimeline
WMG Financial Advisors, LLC3,448$323K0.14%-24413F-HRTimeline
Clark Asset Management, LLC3,431$322K0.05%-16913F-HRTimeline
BCS Wealth Management3,421$321K0.08%013F-HRTimeline
Windward Private Wealth Management Inc.3,386$318K0.12%-1113F-HRTimeline
Berger Financial Group, Inc3,359$315K0.02%+23813F-HRTimeline
MATAURO, LLC3,319$311K0.06%-95113F-HRTimeline
Certus Wealth Management, LLC3,366$310K0.21%-75813F-HRTimeline
City State Bank3,307$310K0.1%013F-HRTimeline
WHITTIER TRUST CO3,289$308K<0.01%+69513F-HRTimeline
Legacy Private Trust Co.3,285$308K0.02%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,263$306K0.01%+38813F-HRTimelineGroup
HB Wealth Management, LLC3,232$303K<0.01%-1,14313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,213$301K0.14%-1,84113F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,200$300K0.02%013F-HRTimelineGroup
Ifrah Financial Services, Inc.3,161$296K0.09%+9113F-HRTimeline
NVWM, LLC3,112$292K0.08%new13F-HRTimeline
LANARK FINANCIAL, INC.3,095$290K0.02%+3,09213F-HRTimeline
Algorithmic Investment Models, LLC3,063$287K0.21%-1813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,045$286K0.05%-37113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,041$284K0.03%-3,16413F-HRTimeline
Clearstead Advisors, LLC3,023$283K<0.01%+35813F-HRTimeline
RTD Financial Advisors, Inc.3,011$282K0.04%-73813F-HRTimeline
Bramshill Investments, LLC3,003$282K0.03%new13F-HRTimeline
Argent Trust Co2,995$281K0.01%-11513F-HRTimeline
Caliber Wealth Management, LLC / KS2,984$280K0.04%13F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,950$277K0.02%new13F-HRTimeline
First Citizens Asset Management, Inc.2,934$275K0.11%-9813F-HR/ATimeline
C2C Wealth Management, LLC2,924$274K0.26%-9013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,883$270K0.02%new13F-HRTimeline
GatePass Capital, LLC2,880$270K0.2%+11413F-HRTimeline
Moneda S.A. Administradora General de F…2,873$269K0.29%013F-HRTimeline
Horizon Investments, LLC2,890$269K0.01%+1,13313F-HRTimeline
Valmark Advisers, Inc.2,867$269K<0.01%-26613F-HRTimeline
Midwest Heritage Bank, FSB2,866$269K0.11%-82113F-HRTimeline
Global Financial Private Client, LLC2,856$268K0.1%-31313F-HRTimeline
EQ LLC2,803$263K0.12%-34213F-HRTimeline
Cornerstone Wealth Management, LLC2,749$258K0.02%-20013F-HRTimeline
Avior Wealth Management, LLC2,744$257K0.01%+1813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,740$257K0.01%-56913F-HRTimeline
BLALOCK WILLIAMS, LLC2,691$252K0.28%-47713F-HRTimeline
May Hill Capital, LLC2,658$249K0.09%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.2,606$244K0.17%-2,34213F-HRTimeline
Cape Investment Advisory, Inc.2,595$243K0.1%+86213F-HRTimeline
LVW Advisors, LLC2,582$242K0.03%-72,99713F-HRTimeline
Waverly Advisors, LLC2,566$241K<0.01%-25213F-HRTimeline
Hillsdale Investment Management Inc.2,550$239K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,539$238K0.02%013F-HRTimeline
Talisman Wealth Advisors LLC2,535$238K0.24%-41713F-HRTimeline
Empower Advisory Group, LLC2,514$236K<0.01%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,508$235K<0.01%013F-HRTimelineGroup
Fulcrum Equity Management2,505$235K0.26%-94113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES2,504$235K0.09%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,489$233K0.06%new13F-HRTimelineGroup
Gryphon Financial Partners LLC2,487$233K0.03%new13F-HRTimeline
Enterprise Bank & Trust Co2,485$233K0.09%013F-HRTimeline
Larson Financial Group LLC2,475$232K0.01%-2,08813F-HRTimeline
Disciplined Investors, L.L.C.2,473$232K0.21%-1913F-HRTimeline
Connecticut Wealth Management, LLC2,465$231K0.01%new13F-HRTimeline
PINKERTON WEALTH, LLC2,461$231K0.03%new13F-HRTimeline
Yoffe Investment Management, LLC2,458$231K0.34%013F-HRTimeline
Chesley Taft & Associates LLC2,441$229K0.01%-58013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,440$229K0.01%-13113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,444$228K-190Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,430$228K<0.01%-1913F-HRTimelineGroup
Breakwater Capital Group2,430$228K0.04%-43213F-HRTimeline
Veltria Advisors Corp.2,423$227K0.15%new13F-HRTimeline
Ignite Planners, LLC2,439$227K0.04%-3413F-HRTimeline
Auour Investments LLC2,411$226K0.08%+6913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,393$224K0.13%013F-HRTimeline
New Republic Capital, LLC2,342$220K0.1%-79213F-HRTimeline
KELLY FINANCIAL GROUP LLC2,325$218K0.07%+10613F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,308$216K0.11%+11913F-HRTimeline
Heritage Wealth Partners, LLC2,307$216K0.33%new13F-HRTimeline
BIP Wealth, LLC2,302$216K0.01%-39113F-HRTimeline
Intellectus Partners, LLC2,300$216K0.05%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,298$215K0.03%-67813F-HRTimeline
Syntegra Private Wealth Group, LLC2,290$215K0.03%-40113F-HRTimeline
KDK Private Wealth Management, LLC2,304$214K0.24%+113F-HRTimeline
Virtue Capital Management, LLC2,283$214K0.03%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,221$208K0.06%013F-HRTimeline
Sound Income Strategies, LLC2,214$208K0.01%+15313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,209$207K0.03%-4513F-HRTimeline
Accurate Wealth Management, LLC2,249$207K0.04%-1,81113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,192$206K<0.01%new13F-HR/ATimelineGroup
Bulltick Wealth Management, LLC2,172$204K0.05%new13F-HRTimeline
FLP Wealth Management, LLC2,168$203K0.65%-30113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,166$203K<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC2,156$202K0.04%-1,63313F-HRTimeline
TrueWealth Advisors, LLC2,137$200K0.07%-2,71513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,100$197K0.02%new13F-HR/ATimeline
Rice Partnership, LLC1,950$183K0.04%-38913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,906$179K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky1,906$179K0.03%-7413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,790$168K<0.01%+1313F-HRTimeline
Rialto Wealth Management, LLC1,756$165K0.05%+27013F-HRTimeline
Prestige Wealth Management Group LLC1,750$164K0.04%013F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.1,716$161K0.12%-33513F-HRTimeline
Caldwell Trust Co1,698$159K0.02%-6213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,670$157K0.02%-8513F-HRTimelineGroup
PSI Advisors, LLC1,657$155K0.05%-40013F-HRTimeline
Fairway Wealth LLC1,570$147K0.05%013F-HRTimeline
Raleigh Capital Management Inc.1,541$145K0.07%-90113F-HRTimeline
SIGNATUREFD, LLC1,453$136K<0.01%-1613F-HRTimeline
Tidemark, LLC1,411$132K0.05%+2313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,314$123K<0.01%+32913F-HRTimelineGroup
Abound Wealth Management1,225$115K0.04%new13F-HRTimeline
SBI Securities Co., Ltd.1,218$114K<0.01%+1613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,189$112K0.01%new13F-HRTimeline
WPG Advisers, LLC1,183$111K0.1%-12813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,015$95.2K0.04%new13F-HRTimeline
Founders Financial Alliance, LLC971$91K0.02%+513F-HRTimeline
Cornerstone Planning Group LLC980$90.5K0.02%+2013F-HRTimeline
Capital A Wealth Management, LLC941$88.2K0.09%-2,51413F-HRTimeline
Advyzon Investment Management, LLC895$84K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC875$82.1K<0.01%new13F-HRTimeline
Compagnie Lombard Odier SCmA870$81.6K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…834$78.2K0.06%-4,58813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…783$73.4K<0.01%13F-HRTimeline
YANKCOM Partnership761$71.4K0.04%new13F-HRTimeline
BOKF, NAin group BOKF, NA754$70.7K<0.01%-58413F-HRTimelineGroup
Rossby Financial, LCC744$69.4K0.03%new13F-HRTimeline
Wilmington Savings Fund Society, FSB702$65.8K<0.01%-1,17813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/698$65.5K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…669$62.7K0.01%-12513F-HRTimeline
First PREMIER Bank665$62K0.02%new13F-HRTimeline
AllSquare Wealth Management LLC656$61.5K0.04%013F-HRTimeline
Sunbelt Securities, Inc.628$58.9K0.01%-78013F-HRTimeline