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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
TUCKER ASSET MANAGEMENT LLC670$61.4K0.01%+28613F-HRTimeline
AllSquare Wealth Management LLC656$60.1K0.03%013F-HRTimeline
CENTRAL TRUST Co645$59.1K<0.01%+18913F-HRTimeline
Activest Wealth Management628$57.6K0.02%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …612$56.1K0.01%-2913F-HRTimelineGroup
REAP Financial Group, LLC588$53.9K0.01%-4113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC570$52.3K0.01%013F-HRTimelineGroup
Templeton & Phillips Capital Management…553$50.7K0.04%013F-HRTimeline
Lavaca Capital LLC454$41.6K0.02%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC450$41.3K<0.01%-69013F-HRTimeline
ROTHSCHILD INVESTMENT LLC436$40K<0.01%+7113F-HRTimeline
Key Financial Inc432$39.6K0.01%+42213F-HRTimeline
Truvestments Capital LLC398$36.5K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.395$36.2K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC391$35.8K0.01%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC382$35K0.03%-10613F-HRTimeline
MeadowBrook Investment Advisors LLC380$34.8K0.03%013F-HRTimeline
Aventura Private Wealth, LLC377$34.6K0.02%13F-HRTimeline
Element Wealth, LLC364$33.3K0.02%-16113F-HRTimeline
GODSEY & GIBB, INC349$32K<0.01%013F-HRTimeline
Beacon Capital Management, LLC342$31.4K<0.01%-56013F-HRTimeline
Reyes Financial Architecture, Inc.325$29.8K0.02%13F-HRTimeline
Castleview Partners, LLC313$28.7K0.02%013F-HR/ATimeline
EASTERN BANK279$25.6K<0.01%+6413F-HRTimeline
MCF Advisors LLC277$25.4K<0.01%+2013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners273$25K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC273$25K0.02%-2,66513F-HRTimeline
WEBSTER BANK, N. A.264$24.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.262$24K0.02%13F-HRTimeline
Beutel, Goodman & Co Ltd.270$24K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC253$23.2K0.01%new13F-HRTimeline
Fortitude Family Office, LLC250$22.9K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC243$22.3K0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.241$22.1K0.01%13F-HRTimeline
Archer Investment Corp235$21.6K0.01%+3713F-HRTimeline
Park Square Financial Group, LLC223$20.4K0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC216$19.8K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP211$19.3K<0.01%new13F-HRTimelineGroup
Bellwether Advisors, LLC208$19.1K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC200$18.3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC199$18.2K<0.01%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Towne Trust Company, N.A196$18K0.01%new13F-HRTimeline
LGT Financial Advisors LLC194$17.8K0.04%-26013F-HRTimeline
Heck Capital Advisors, LLC180$16.5K<0.01%-7,69313F-HR/ATimeline
McIlrath & Eck, LLC179$16.4K<0.01%013F-HRTimeline
HOWE & RUSLING INC175$16K<0.01%+16713F-HRTimeline
Realta Investment Advisors169$15.5K0.01%new13F-HRTimeline
Dogwood Wealth Management LLC168$15.4K0.01%new13F-HRTimeline
TSFG, LLC162$15K<0.01%-32413F-HRTimeline
Mattson Financial Services, LLC156$14.9K<0.01%new13F-HRTimeline
Pineridge Advisors LLC156$14.3K0.01%new13F-HRTimeline
WestEnd Advisors, LLC150$13.8K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC150$13.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department145$13.3K<0.01%13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.141$13K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR INVESTMENT ADVISORY, LLC134$12.3K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST124$11.4K<0.01%013F-HRTimeline
Breakwater Investment Management119$10.9K<0.01%013F-HR/ATimeline
Sugarloaf Wealth Management, LLC115$10.5K<0.01%+613F-HRTimeline
Plante Moran Financial Advisors, LLC109$9.99K<0.01%+1613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD100$9.17K<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC98$8.98K<0.01%013F-HRTimeline
Robinswood Financial LLC92$8.43K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC89$8.16K0.01%13F-HRTimeline
Colony Family Offices, LLC81$7.43K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc70$6.42K<0.01%+5413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARRETT & COMPANY, INC.69$6.33K<0.01%+4913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.65$5.96K<0.01%013F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC65$5.96K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC62$5.68K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC62$5.68K<0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.61$5.59K0.03%013F-HRTimeline
Cassady Schiller Wealth Management, LLC61$5.59K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$5.5K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.60$5.5K<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC57$5.23K<0.01%13F-HRTimeline
EPG Wealth Management LLC57$5.22K<0.01%+113F-HRTimeline
BFSG, LLC55$5.04K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.50$4.58K<0.01%13F-HRTimeline
Brooklyn Investment Group47$4.31K<0.01%new13F-HRTimeline
NFSG Corp44$4.03K<0.01%new13F-HRTimeline
2UniFi Bank43$3.94K<0.01%13F-HRTimeline
Sandy Spring Bank40$3.67K<0.01%-1513F-HRTimeline
Bogart Wealth, LLC36$3.3K<0.01%+1313F-HRTimeline
Richard Bernstein Advisors LLC36$3.27K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC34$3.12K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.34$3.12K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL31$2.88K<0.01%013F-HRTimeline
Front Row Advisors LLC30$2.75K<0.01%013F-HRTimeline
Roxbury Financial LLC26$2.53K<0.01%13F-HRTimeline
Topsail Wealth Management, LLC24$2.2K<0.01%13F-HRTimeline
Investors Research Corp23$2.11K<0.01%013F-HRTimeline
New Millennium Group LLC23$2.11K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC21$1.94K<0.01%+213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.94K<0.01%+213F-HRTimelineGroup
Pacifica Partners Inc.21$1.92K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.20$1.83K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC20$1.83K<0.01%13F-HRTimeline
Coastline Trust Co19$1.74K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Frazier Financial Advisors, LLC16$1.47K<0.01%new13F-HRTimeline
Caitlin John, LLC16$1.47K<0.01%013F-HRTimeline
Eukles Asset Management14$1.28K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$1.28K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC13$1.19K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC12$1.1K<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC10$946<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10$917<0.01%-1413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC7$642<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC4$366<0.01%-8813F-HR/ATimeline
LANARK FINANCIAL, INC.3$2950.03%-2,79013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2$192<0.01%new13F-HRTimelineGroup
Capital Investment Counsel, Inc1$92<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC0$18<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Briaud Financial Planning Inc0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC65,356$5.99B+7,00913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.