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Disclosery

MBB ISHARES TR

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SHS (fund)

922 managers (934 13F filers) reported a position in MBB shares at 2025-09-30, 382,528,760 shares in all. 76 filers opened a position and 84 filers sold out during the quarter.

Managers
922
13F filers
934
New
76
Added
450
Reduced
285
Sold out
84
Shares held by filers
382,528,760

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
DEARBORN PARTNERS LLC5,661$539K0.03%new13F-HRTimeline
Claro Advisors Inc.5,538$527K0.08%-1,59013F-HRTimeline
IVC Wealth Advisors LLC5,519$525K0.23%+1,73913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,471$521K0.09%+3613F-HRTimeline
FAS Wealth Partners, Inc.5,416$515K0.03%+5613F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,406$514K0.01%new13F-HRTimeline
Successful Portfolios LLC5,334$508K0.3%+6913F-HRTimeline
Clear Creek Financial Management, LLC5,244$499K0.04%-6613F-HRTimeline
Headlands Technologies LLC5,236$498K0.04%+5,06213F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,207$495K0.03%-2213F-HRTimeline
Keel Point, LLC5,200$495K0.03%+14813F-HRTimeline
OARSMAN CAPITAL, INC.5,159$491K0.07%-21,40813F-HRTimeline
Catalina Capital Group, LLC5,122$487K0.3%+23513F-HRTimeline
MONECO ADVISORS, LLC5,078$483K0.04%-6913F-HRTimeline
Dynamic Advisor Solutions LLC5,034$479K0.01%-9513F-HRTimeline
RENASANT BANK4,974$473K0.3%-2,13113F-HRTimeline
Israel Discount Bank of New York4,968$473K1.4%-1,73713F-HRTimeline
NOVUS ADVISORS, LLC4,946$471K1.08%-41513F-HRTimeline
Adams Wealth Management4,944$470K0.1%-5713F-HRTimeline
CacheTech Inc.4,944$470K0.09%-5713F-HRTimeline
Bell Investment Advisors, Inc4,943$470K0.08%+4513F-HRTimeline
OMNI 360 Wealth, Inc.4,925$469K0.26%+11313F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…4,900$466K0.45%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC4,869$463K0.02%-41713F-HRTimeline
Tactive Advisors, LLC4,794$456K0.13%+2,29213F-HRTimeline
AdvisorNet Financial, Inc4,780$455K0.03%-27913F-HRTimeline
NOVEM GROUP4,699$447K0.05%+1,14713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,658$443K0.08%013F-HRTimeline
DT Investment Partners, LLC4,635$441K0.04%+1,83013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,682$438K0.04%-10713F-HRTimeline
Pinnacle Family Advisors, LLC4,599$438K0.19%+10313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,541$432K0.03%+3913F-HRTimeline
WORLD EQUITY GROUP, INC.4,538$432K0.1%-37213F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,500$428K0.1%+1,00013F-HRTimeline
HB Wealth Management, LLC4,491$427K<0.01%new13F-HRTimeline
CENTRAL BANK & TRUST CO4,465$425K0.07%013F-HRTimeline
Precision Wealth Strategies, LLC4,460$424K0.14%-27213F-HRTimeline
PFG Advisors4,375$416K0.02%new13F-HRTimeline
New Century Financial Group, LLC4,368$416K0.74%-3,18013F-HRTimeline
Pallas Capital Advisors LLC4,351$414K0.02%-12113F-HRTimeline
Financial Enhancement Group LLC4,342$413K0.06%-26513F-HRTimeline
Synergy Investment Management, LLC4,327$412K0.16%-1,64613F-HRTimeline
Western Financial Corp/CA4,314$410K0.18%-7613F-HRTimeline
Vantage Point Financial LLC4,310$410K0.16%+60813F-HRTimeline
ORG Partners LLC4,082$410K0.07%-14813F-HRTimeline
CALTON & ASSOCIATES, INC.4,234$403K0.06%+1,73013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,229$402K<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC4,197$399K0.03%+1,61413F-HRTimeline
Horizon Investments, LLC4,167$394K0.01%+1,62513F-HRTimeline
Legacy Capital Group California, Inc.4,111$391K0.1%-15213F-HRTimeline
Consolidated Portfolio Review Corp3,947$376K0.05%+34513F-HRTimeline
Beirne Wealth Consulting Services, LLC3,945$375K0.09%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,926$374K<0.01%-10,53613F-HRTimelineGroup
Blue Capital, Inc.3,919$373K0.28%new13F-HRTimeline
Fiduciary Alliance LLC3,874$369K0.02%-50313F-HRTimeline
RFG Advisory, LLC3,873$368K0.01%-1,39013F-HRTimeline
LongView Wealth Management3,869$368K0.1%-14213F-HRTimeline
Advisory Alpha, LLC3,843$366K0.01%+613F-HRTimeline
Beverly Hills Private Wealth, LLC3,824$364K0.06%-70613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,783$360K0.02%-7213F-HRTimeline
FineMark National Bank & Trust3,772$359K0.01%+23913F-HRTimeline
First Citizens Asset Management, Inc.3,736$355K0.13%+81813F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,732$355K0.11%-45513F-HRTimelineGroup
LGT Financial Advisors LLC3,716$354K0.76%+3,62113F-HRTimeline
Rehmann Capital Advisory Group3,681$350K0.02%-16713F-HRTimeline
Jaffetilchin Investment Partners, LLC3,672$349K0.02%-4813F-HRTimeline
Continuum Advisory, LLC3,645$347K0.04%+28913F-HRTimeline
BridgePort Financial Solutions, LLC3,627$345K0.09%-1,04713F-HRTimeline
Hutchens & Kramer Investment Management…3,611$344K0.14%+40113F-HRTimeline
KPP Advisory Services LLC3,595$342K0.05%-5913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,551$338K0.03%013F-HRTimeline
Aviance Capital Partners, LLC3,523$335K0.04%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,519$335K<0.01%013F-HRTimelineGroup
Comprehensive Money Management Services…3,515$334K0.24%013F-HRTimeline
Boreal Capital Management LLC3,461$329K0.27%-5,95513F-HRTimeline
Petix & Botte Co3,451$328K0.08%-16713F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,417$328K0.31%13F-HRTimeline
Pinnacle Financial Partners Inc3,449$328K0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC3,437$327K0.02%new13F-HRTimeline
Clark Asset Management, LLC3,431$326K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.3,427$326K0.32%+27913F-HRTimeline
Financial Sense Advisors, Inc.3,409$324K0.06%-44913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,342$318K0.01%-32013F-HRTimeline
GatePass Capital, LLC3,339$318K0.18%+24313F-HRTimeline
Avantra Family Wealth, Inc.3,324$316K0.24%-5613F-HRTimeline
City State Bank3,307$315K0.09%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P3,300$314K<0.01%+2,34713F-HRTimelineGroup
Windward Private Wealth Management Inc.3,290$313K0.11%-1113F-HRTimeline
Savvy Advisors, Inc.3,287$313K0.01%-2,56313F-HRTimeline
Legacy Private Trust Co.3,285$313K0.02%013F-HRTimeline
Nordwand Advisors, LLC3,215$306K0.05%+1,37513F-HRTimeline
Midwest Trust Co3,213$306K<0.01%-15113F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,200$304K0.02%013F-HRTimelineGroup
WMG Financial Advisors, LLC3,175$302K0.1%-26113F-HRTimeline
Fulcrum Equity Management3,167$301K0.31%+35313F-HRTimeline
International Private Wealth Advisors L…3,148$300K0.19%-97213F-HRTimeline
BLALOCK WILLIAMS, LLC3,137$298K0.26%+31813F-HRTimeline
Ifrah Financial Services, Inc.3,101$295K0.08%+2813F-HRTimeline
Fairvoy Private Wealth, LLC3,084$293K0.07%+9913F-HRTimeline
Certus Wealth Management, LLC3,068$292K0.17%-29613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,045$290K0.05%013F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.3,025$288K0.11%13F-HRTimeline
Argentarii, LLC2,970$283K0.11%+26413F-HRTimeline
Midwest Heritage Bank, FSB2,947$280K0.1%-3513F-HRTimeline
BCS Wealth Management2,938$280K0.06%-34213F-HRTimeline
C2C Wealth Management, LLC2,924$278K0.24%013F-HRTimeline
Accurate Wealth Management, LLC2,882$275K0.04%+29013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,883$274K0.02%013F-HRTimeline
Stewardship Advisors, LLC2,863$272K0.06%013F-HRTimeline
FWG Investments, LLC.2,858$272K0.19%+10913F-HRTimeline
Global Financial Private Client, LLC2,856$272K0.1%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,850$271K0.02%013F-HRTimeline
Berger Financial Group, Inc2,832$269K0.02%+6613F-HRTimeline
Golden State Wealth Management, LLC2,827$269K0.03%+25813F-HRTimeline
GWN SECURITIES INC.2,786$269K0.06%+66513F-HRTimeline
Elevated Capital Advisors, LLC2,823$269K0.07%-95313F-HRTimeline
Avior Wealth Management, LLC2,813$268K0.01%+9013F-HRTimeline
Left Brain Wealth Management, LLC2,737$260K0.08%-52513F-HRTimeline
Capital Asset Advisory Services LLC2,733$260K0.01%new13F-HRTimeline
EHRLICH FINANCIAL GROUP2,701$257K0.15%-1,43313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,667$254K<0.01%+6213F-HRTimelineGroup
MKT Advisors LLC2,661$253K0.09%+613F-HRTimeline
Obermeyer Wealth Partners2,653$252K0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,650$252K0.02%new13F-HRTimeline
WHITTIER TRUST CO2,643$251K<0.01%-64613F-HRTimeline
FLP Wealth Management, LLC2,635$251K0.71%+39213F-HR/ATimeline
Waterloo Capital, L.P.2,628$250K0.02%new13F-HRTimeline
EQ LLC2,623$250K0.08%+27913F-HRTimeline
Lynx Investment Advisory2,575$245K0.15%+11013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,569$244K0.09%-58413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,558$243K0.06%+33713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES2,524$240K0.09%-11913F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,518$240K0.05%+2913F-HRTimelineGroup
Headland Capital, LLC2,481$236K0.07%new13F-HRTimeline
Breakwater Capital Group2,481$236K0.03%-613F-HRTimeline
Yoffe Investment Management, LLC2,458$234K0.3%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,451$233K<0.01%-20413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,428$231K<0.01%+79613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,410$229K<0.01%-3,53313F-HRTimelineGroup
KDK Private Wealth Management, LLC2,376$226K0.23%+113F-HRTimeline
Bragg Financial Advisors, Inc2,343$223K0.01%new13F-HRTimeline
Talisman Wealth Advisors LLC2,326$221K0.18%-9313F-HRTimeline
BIP Wealth, LLC2,302$219K0.01%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,293$218K0.06%+8613F-HRTimeline
Caliber Wealth Management, LLC / KS2,290$218K0.02%-36513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,287$218K0.01%-20813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,240$213K0.03%+1613F-HRTimeline
Greenspring Advisors, LLC2,231$212K0.04%13F-HRTimeline
Fortis Advisors, LLC2,225$212K0.12%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC2,212$210K0.06%new13F-HRTimeline
Grove Bank & Trust2,201$209K0.02%+24013F-HRTimeline
TrueWealth Advisors, LLC2,191$208K0.06%+4513F-HRTimeline
Advyzon Investment Management, LLC2,188$208K0.04%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,185$208K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP2,181$207K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,164$206K0.01%-3,33813F-HRTimelineGroup
Chesley Taft & Associates LLC2,161$206K0.01%013F-HRTimeline
NewEdge Wealth, LLC2,163$205K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC2,149$205K0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,133$203K0.02%-21813F-HRTimeline
ALTFEST L J & CO INC2,129$203K0.02%-98013F-HRTimeline
Disciplined Investors, L.L.C.2,104$200K0.14%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,102$200K0.01%-27213F-HRTimelineGroup
Rice Partnership, LLC1,972$188K0.03%+2213F-HRTimeline
Hillsdale Investment Management Inc.1,940$185K0.01%-1,43013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,906$181K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC1,900$181K0.05%+14013F-HRTimeline
Mill Capital Management, LLC1,850$176K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,828$174K<0.01%+1913F-HRTimeline
Clearstead Advisors, LLC1,770$168K<0.01%-1,42613F-HRTimeline
Prestige Wealth Management Group LLC1,750$167K0.03%013F-HR/ATimeline
Independence Bank of Kentucky1,703$162K0.02%-20313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,707$162K0.01%+42613F-HRTimeline
Caldwell Trust Co1,698$162K0.02%013F-HRTimeline
Fairscale Capital, LLC1,635$156K0.11%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,556$148K0.02%-5013F-HRTimelineGroup
Raleigh Capital Management Inc.1,547$147K0.06%+4913F-HRTimeline
SIGNATUREFD, LLC1,485$141K<0.01%013F-HRTimeline
WPG Advisers, LLC1,413$134K0.1%+3713F-HRTimeline
Tidemark, LLC1,388$132K0.04%013F-HRTimeline
Sound Income Strategies, LLC1,382$131K0.01%-1313F-HRTimeline
First PREMIER Bank1,345$128K0.03%+60613F-HRTimeline
Crewe Advisors LLC1,329$126K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,305$124K0.02%+6713F-HRTimeline
SBI Securities Co., Ltd.1,248$119K<0.01%+2013F-HRTimeline
New Republic Capital, LLC1,187$113K0.03%+3913F-HRTimeline
Financial Freedom, LLC1,145$109K0.05%-3,01413F-HRTimeline
Larson Financial Group LLC1,136$108K<0.01%-1,35613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,015$96.6K0.02%-12413F-HRTimeline
Root Financial Partners, LLC999$95.1K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.994$94.6K0.06%+313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC969$92.2K0.03%-43813F-HRTimeline
OAKWORTH CAPITAL, INC.929$88.4K0.01%new13F-HRTimeline
FIRST HORIZON CORP865$82.3K<0.01%13F-HRTimeline
TRUST CO OF VERMONT864$82.2K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…834$79.4K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.810$77.1K0.03%-3,46713F-HRTimeline
Rossby Financial, LCC796$75.7K0.03%+913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP795$75.6K0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC761$72.4K<0.01%new13F-HRTimeline