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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
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,943$558K<0.01%+3,51313F-HR/ATimelineGroup
Savvy Advisors, Inc.5,850$549K0.04%-2,66513F-HRTimeline
North Forty Two & Co.5,753$540K0.57%new13F-HRTimeline
Hobbs Wealth Management, LLC5,752$540K0.52%-19813F-HRTimeline
Empirical Asset Management, LLC5,633$529K0.16%-10413F-HRTimeline
W ADVISORS, LLC5,574$523K0.3%013F-HRTimeline
Tradewinds, LLC.5,535$520K0.39%new13F-HRTimeline
Merkkuri Wealth Advisors LLC5,535$520K0.39%+13113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,502$517K0.02%new13F-HRTimelineGroup
WealthTrak Capital Management LLC5,447$511K0.43%+1,09913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,435$510K0.09%-24013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,429$509K0.04%-4,92313F-HRTimelineGroup
RMR Wealth Builders5,365$504K0.05%new13F-HRTimeline
NOVUS ADVISORS, LLC5,361$503K0.77%-27213F-HRTimeline
FAS Wealth Partners, Inc.5,360$503K0.04%+4613F-HRTimeline
Clear Creek Financial Management, LLC5,310$499K0.05%-4,89213F-HRTimeline
SAX WEALTH ADVISORS, LLC5,286$496K0.03%new13F-HRTimeline
Successful Portfolios LLC5,265$494K0.3%-2113F-HRTimeline
RFG Advisory, LLC5,263$494K0.01%-5,25113F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,229$491K0.04%-4013F-HRTimeline
Transce3nd, LLC5,180$486K0.21%-36213F-HRTimeline
MONECO ADVISORS, LLC5,147$483K0.04%+31413F-HRTimeline
Dynamic Advisor Solutions LLC5,129$482K0.01%+28113F-HRTimeline
AdvisorNet Financial, Inc5,059$475K0.03%+14113F-HRTimeline
Keel Point, LLC5,052$474K0.03%+1113F-HRTimeline
ONE Advisory Partners, LLC5,066$471K0.16%+58213F-HRTimeline
Adams Wealth Management5,001$470K0.09%+14013F-HRTimeline
CacheTech Inc.5,001$470K0.09%+14013F-HRTimeline
Evolution Wealth Advisors, LLC5,000$469K0.07%013F-HRTimeline
WORLD EQUITY GROUP, INC.4,910$461K0.13%+50613F-HRTimeline
Bell Investment Advisors, Inc4,898$460K0.08%-1,67113F-HRTimeline
Catalina Capital Group, LLC4,887$459K0.31%+30113F-HRTimeline
Ausdal Financial Partners, Inc.4,852$456K0.03%+91713F-HRTimeline
OMNI 360 Wealth, Inc.4,812$452K0.28%-97613F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,789$450K0.04%-1,36313F-HRTimeline
BLAIR WILLIAM & CO/IL4,780$449K<0.01%-2,01013F-HRTimeline
Precision Wealth Strategies, LLC4,732$444K0.14%new13F-HRTimeline
BridgePort Financial Solutions, LLC4,674$439K0.15%+53213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,658$437K0.09%+1,13913F-HRTimeline
Financial Enhancement Group LLC4,607$428K0.06%-66413F-HRTimeline
Beverly Hills Private Wealth, LLC4,530$425K0.08%+17713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,502$423K0.03%-19513F-HRTimeline
Pinnacle Family Advisors, LLC4,496$422K0.21%+1613F-HRTimeline
Pallas Capital Advisors LLC4,472$420K0.02%-1,67613F-HRTimeline
CENTRAL BANK & TRUST CO4,465$419K0.07%-2,08213F-HRTimeline
Sculati Wealth Management, LLC4,445$417K0.16%new13F-HRTimeline
Western Financial Corp/CA4,390$412K0.22%-2813F-HRTimeline
Fiduciary Alliance LLC4,377$411K0.03%+84513F-HRTimeline
Farringdon Capital, Ltd.4,356$409K0.14%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,277$402K0.21%+4313F-HRTimeline
Legacy Capital Group California, Inc.4,263$400K0.11%-1,23213F-HRTimeline
ORG Partners LLC4,230$395K0.08%+3,74913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,187$393K0.11%+4213F-HRTimelineGroup
Financial Freedom, LLC4,159$391K0.21%+4313F-HRTimeline
EHRLICH FINANCIAL GROUP4,134$388K0.25%-52313F-HRTimeline
International Private Wealth Advisors L…4,120$387K0.33%+11413F-HRTimeline
LongView Wealth Management4,011$377K0.11%+22713F-HRTimeline
Friedenthal Financial3,951$371K0.2%-14413F-HRTimeline
Financial Sense Advisors, Inc.3,858$362K0.09%-32613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,855$362K0.02%-7413F-HRTimeline
Rehmann Capital Advisory Group3,848$361K0.02%-93,47513F-HRTimeline
Advisory Alpha, LLC3,837$360K0.01%-15113F-HRTimeline
IVC Wealth Advisors LLC3,780$355K0.17%+9713F-HRTimeline
Elevated Capital Advisors, LLC3,776$354K0.1%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,720$349K0.02%-2513F-HRTimeline
Vantage Point Financial LLC3,702$348K0.15%+14313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,662$344K0.01%+7013F-HRTimeline
KPP Advisory Services LLC3,654$343K0.06%-13013F-HR/ATimeline
Petix & Botte Co3,618$340K0.08%-913F-HRTimeline
City Center Advisors, LLC3,611$339K0.36%new13F-HRTimeline
Consolidated Portfolio Review Corp3,602$338K0.05%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,565$334K0.13%13F-HRTimeline
NOVEM GROUP3,552$333K0.04%-1,74813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,551$333K0.03%013F-HRTimeline
FineMark National Bank & Trust3,533$332K0.01%-78613F-HRTimeline
Financial Partners Group, Inc3,530$331K0.05%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,519$330K<0.01%013F-HRTimelineGroup
Comprehensive Money Management Services…3,515$330K0.25%-36813F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,500$329K0.08%013F-HRTimeline
Venture Visionary Partners LLC3,473$326K0.01%-85213F-HRTimeline
WMG Financial Advisors, LLC3,436$323K0.12%-1213F-HRTimeline
Clark Asset Management, LLC3,431$322K0.04%013F-HRTimeline
Avantra Family Wealth, Inc.3,380$317K0.26%-1,49213F-HRTimeline
Hillsdale Investment Management Inc.3,370$316K0.01%+82013F-HRTimeline
Certus Wealth Management, LLC3,364$316K0.2%-213F-HRTimeline
Midwest Trust Co3,364$316K<0.01%13F-HRTimeline
Continuum Advisory, LLC3,356$315K0.04%-39913F-HRTimeline
City State Bank3,307$310K0.1%013F-HRTimeline
Windward Private Wealth Management Inc.3,301$310K0.11%-8513F-HRTimeline
WHITTIER TRUST CO3,289$309K<0.01%013F-HRTimeline
Legacy Private Trust Co.3,285$308K0.02%013F-HRTimeline
BCS Wealth Management3,280$308K0.07%-14113F-HRTimeline
Left Brain Wealth Management, LLC3,262$306K0.11%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,225$303K<0.01%new13F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,200$300K0.02%013F-HRTimelineGroup
Clearstead Advisors, LLC3,196$300K<0.01%+17313F-HRTimeline
Hutchens & Kramer Investment Management…3,210$300K0.14%-2,74913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC3,153$296K0.11%-47813F-HRTimeline
Cape Investment Advisory, Inc.3,148$296K0.11%+55313F-HRTimeline
ALTFEST L J & CO INC3,109$292K0.03%-2,08513F-HRTimeline
GatePass Capital, LLC3,096$291K0.19%+21613F-HRTimeline
Ifrah Financial Services, Inc.3,073$289K0.08%-8813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,045$286K0.05%013F-HRTimeline
Ignite Planners, LLC3,077$286K0.05%+63813F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,020$284K<0.01%+85413F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC2,987$280K0.11%new13F-HRTimeline
Fairvoy Private Wealth, LLC2,985$280K0.07%-1,86113F-HRTimeline
Midwest Heritage Bank, FSB2,982$280K0.11%+11613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC2,959$278K0.05%new13F-HRTimelineGroup
Argent Trust Co2,935$276K0.01%-6013F-HRTimeline
C2C Wealth Management, LLC2,924$275K0.25%013F-HRTimeline
First Citizens Asset Management, Inc.2,918$274K0.1%-1613F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT2,883$271K0.02%013F-HRTimeline
Stewardship Advisors, LLC2,863$269K0.07%new13F-HRTimeline
Global Financial Private Client, LLC2,856$268K0.1%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,850$268K0.02%-10013F-HRTimeline
BLALOCK WILLIAMS, LLC2,819$265K0.26%+12813F-HRTimeline
Fulcrum Equity Management2,814$264K0.27%+30913F-HRTimeline
DT Investment Partners, LLC2,805$263K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,789$262K+345Timeline
Berger Financial Group, Inc2,766$260K0.02%-59313F-HRTimeline
FWG Investments, LLC.2,749$258K0.2%new13F-HRTimeline
Avior Wealth Management, LLC2,723$256K0.01%-2113F-HRTimeline
Argentarii, LLC2,706$254K0.12%new13F-HRTimeline
Caliber Wealth Management, LLC / KS2,655$249K0.03%-32913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,655$249K0.01%-60813F-HRTimelineGroup
MKT Advisors LLC2,655$248K0.1%-96613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES2,643$248K0.1%+13913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,605$245K<0.01%+9713F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC2,583$243K0.02%-1,05013F-HRTimeline
Accurate Wealth Management, LLC2,592$242K0.04%+34313F-HRTimeline
Golden State Wealth Management, LLC2,569$241K0.03%-1,42513F-HRTimeline
Thrive Capital Management, LLC2,565$241K0.08%new13F-HRTimeline
FLOW TRADERS U.S. LLC2,561$240K0.01%new13F-HRTimeline
Auour Investments LLC2,551$240K0.08%+14013F-HRTimeline
Horizon Investments, LLC2,542$237K<0.01%-34813F-HRTimeline
CALTON & ASSOCIATES, INC.2,504$235K0.04%-1,16713F-HRTimeline
Tactive Advisors, LLC2,502$235K0.08%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,495$234K0.01%-24513F-HRTimeline
Larson Financial Group LLC2,492$234K0.01%+1713F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,489$234K0.06%013F-HRTimelineGroup
Breakwater Capital Group2,487$233K0.04%+5713F-HRTimeline
Enterprise Bank & Trust Co2,485$233K0.09%013F-HRTimeline
Lynx Investment Advisory2,465$231K0.15%new13F-HRTimeline
Yoffe Investment Management, LLC2,458$231K0.32%013F-HRTimeline
Connecticut Wealth Management, LLC2,454$230K0.01%-1113F-HRTimeline
Veltria Advisors Corp.2,454$230K0.15%+3113F-HRTimeline
Talisman Wealth Advisors LLC2,419$227K0.21%-11613F-HRTimeline
KDK Private Wealth Management, LLC2,375$223K0.24%+7113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,374$223K0.01%-1,66313F-HRTimelineGroup
HBW ADVISORY SERVICES LLC2,351$221K0.03%+5313F-HRTimeline
EQ LLC2,344$220K0.09%-45913F-HRTimeline
BIP Wealth, LLC2,302$216K0.01%013F-HRTimeline
Intellectus Partners, LLC2,300$216K0.05%013F-HRTimeline
Oregon Pacific Wealth Management, LLC2,286$215K0.2%new13F-HRTimeline
Syntegra Private Wealth Group, LLC2,285$214K0.02%-513F-HRTimeline
Advisor Resource Council2,250$211K0.1%-68,48813F-HRTimeline
FLP Wealth Management, LLC2,243$211K0.59%+7513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,235$210K<0.01%new13F-HR/ATimelineGroup
LAKE STREET PRIVATE WEALTH, LLC2,224$209K0.03%+1513F-HRTimeline
Bramshill Investments, LLC2,223$209K0.02%-78013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,221$209K0.05%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,207$207K0.06%new13F-HRTimeline
MATAURO, LLC2,194$206K0.04%-1,12513F-HRTimeline
Ironwood Investment Counsel, LLC2,189$206K0.03%new13F-HRTimeline
Chesley Taft & Associates LLC2,161$203K0.01%-28013F-HRTimeline
TrueWealth Advisors, LLC2,146$202K0.06%+913F-HRTimeline
GWN SECURITIES INC.2,121$201K0.04%-10,15913F-HRTimeline
Grove Bank & Trust1,961$184K0.02%new13F-HRTimeline
Rice Partnership, LLC1,950$183K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,906$179K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky1,906$179K0.03%013F-HRTimeline
Nordwand Advisors, LLC1,840$173K0.03%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,809$170K<0.01%+1913F-HRTimeline
Rialto Wealth Management, LLC1,760$165K0.05%+413F-HRTimeline
Prestige Wealth Management Group LLC1,750$164K0.03%013F-HR/ATimeline
Caldwell Trust Co1,698$159K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,632$153K<0.01%+31813F-HRTimelineGroup
Fairscale Capital, LLC1,635$152K0.11%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,606$151K0.02%-6413F-HRTimelineGroup
Raleigh Capital Management Inc.1,498$141K0.06%-4313F-HRTimeline
SIGNATUREFD, LLC1,485$139K<0.01%+3213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,407$132K0.04%+81413F-HRTimeline
Sound Income Strategies, LLC1,395$131K0.01%-81913F-HRTimeline
Tidemark, LLC1,388$130K0.04%-2313F-HRTimeline
WPG Advisers, LLC1,376$129K0.11%+19313F-HRTimeline
Sunbelt Securities, Inc.1,408$129K0.01%+78013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,281$120K0.01%+9213F-HRTimeline
Founders Financial Alliance, LLC1,238$116K0.03%+26713F-HRTimeline
SBI Securities Co., Ltd.1,228$115K<0.01%+1013F-HRTimeline
New Republic Capital, LLC1,148$108K0.04%-1,19413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,139$107K0.04%+12413F-HRTimeline
Keystone Global Partners, LLC1,094$103K0.06%+61613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,084$102K0.05%+1,04613F-HRTimeline
Brooklyn Investment Group1,072$101K0.01%new13F-HR/ATimeline
FWL INVESTMENT MANAGEMENT, LLC1,046$98.2K0.03%+1,03513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.991$92.6K0.06%-72513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P953$89.5K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.893$83.8K0.02%new13F-HRTimeline
Vermillion & White Wealth Management Gr…834$78.3K0.05%013F-HRTimeline