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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
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …612$57.4K0.01%13F-HRTimelineGroup
Opal Wealth Advisors, LLC603$56.5K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC593$55.6K0.02%-7713F-HRTimeline
REAP Financial Group, LLC588$55.1K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC570$53.5K0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC566$53.1K0.02%-59913F-HRTimeline
CENTRAL TRUST Co560$52.5K<0.01%-8513F-HRTimeline
Templeton & Phillips Capital Management…553$51.9K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.517$48.5K0.03%new13F-HRTimeline
Creekmur Asset Management LLC511$47.9K0.01%new13F-HRTimeline
ORG Partners LLC481$45.1K0.01%-21,81413F-HRTimeline
Keystone Global Partners, LLC478$44.9K0.03%13F-HRTimeline
Garde Capital, Inc.460$43.1K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC450$42.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.442$41.5K0.04%+18013F-HRTimeline
ROTHSCHILD INVESTMENT LLC439$41.1K<0.01%+313F-HRTimeline
Key Financial Inc434$40.7K0.01%+213F-HRTimeline
McIlrath & Eck, LLC409$38.4K<0.01%+23013F-HRTimeline
MorganRosel Wealth Management, LLC409$38.4K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.395$37K0.01%013F-HRTimeline
Truvestments Capital LLC391$36.7K0.01%-713F-HRTimeline
MeadowBrook Investment Advisors LLC380$35.6K0.03%013F-HRTimeline
Aventura Private Wealth, LLC377$35.4K0.02%013F-HRTimeline
Flaharty Asset Management, LLC359$33.7K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC350$32.8K0.01%-4113F-HRTimeline
GODSEY & GIBB, INC349$32.7K<0.01%013F-HRTimeline
Beacon Capital Management, LLC340$31.9K<0.01%-213F-HRTimeline
Headlands Technologies LLC328$30.8K<0.01%new13F-HRTimeline
Curat Global, LLC325$30.5K0.04%13F-HRTimeline
Reyes Financial Architecture, Inc.325$30.5K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP320$30K<0.01%+10913F-HRTimelineGroup
IMG Wealth Management, Inc.315$29.5K0.03%new13F-HRTimeline
Wayfinding Financial, LLC316$29K0.01%-2,25513F-HRTimeline
Parkside Financial Bank & Trust291$27.3K<0.01%new13F-HRTimeline
EASTERN BANK279$26.2K<0.01%013F-HRTimeline
MCF Advisors LLC277$26K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners273$25.6K<0.01%013F-HRTimelineGroup
Beutel, Goodman & Co Ltd.270$25K<0.01%013F-HR/ATimeline
Realta Investment Advisors262$24.5K0.01%+9313F-HRTimeline
Kiker Wealth Management, LLC257$24.1K0.02%+16813F-HRTimeline
Westside Investment Management, Inc.246$23.1K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC245$23K0.01%+213F-HRTimeline
Vermillion Wealth Management, Inc.241$22.6K0.01%013F-HRTimeline
Hughes Financial Services, LLC231$21.7K<0.01%new13F-HRTimeline
North Capital, Inc.222$20.8K0.02%13F-HRTimeline
Citizens National Bank Trust Department218$20.4K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC218$20.4K0.01%+20513F-HRTimeline
Bellwether Advisors, LLC208$19.5K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC200$18.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC196$18.4K<0.01%-313F-HRTimeline
Towne Trust Company, N.A196$18.4K0.01%013F-HRTimeline
LGT Financial Advisors LLC196$18.4K0.06%+213F-HRTimeline
Clark Wealth Partners189$17.7K0.01%new13F-HRTimeline
Whipplewood Advisors, LLC3,421$17.4K0.01%+3,35913F-HRTimeline
VSM Wealth Advisory, LLC183$17.2K0.01%new13F-HRTimeline
Byrne Asset Management LLC168$15.8K0.01%new13F-HRTimeline
Dogwood Wealth Management LLC168$15.8K0.01%013F-HRTimeline
Archer Investment Corp160$15K<0.01%-7513F-HRTimeline
TSFG, LLC162$15K<0.01%013F-HRTimeline
WestEnd Advisors, LLC150$14.1K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC150$14.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.149$14K<0.01%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.147$13.8K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department145$13.6K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC140$13.1K<0.01%+13013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST124$11.6K<0.01%013F-HRTimeline
Park Square Financial Group, LLC121$11.3K0.01%-10213F-HRTimeline
Breakwater Investment Management119$11.2K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC104$9.78K<0.01%+9413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.103$9.66K<0.01%-60413F-HRTimeline
AlphaCore Capital LLC103$9.66K<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD100$9.38K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC99$9.29K<0.01%-7613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC97$9.1K<0.01%-3713F-HRTimeline
Cooksen Wealth, LLC98$9.06K0.01%new13F-HRTimeline
Coston, McIsaac & Partners96$9K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB93$8.72K<0.01%new13F-HRTimeline
Robinswood Financial LLC92$8.63K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates90$8.44K<0.01%+9013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.72$6.75K<0.01%new13F-HRTimeline
Elequin Capital, LP71$6.66K<0.01%-1,88313F-HRTimeline
BARRETT & COMPANY, INC.69$6.47K<0.01%013F-HRTimeline
Mattson Financial Services, LLC69$6.47K<0.01%-8713F-HRTimeline
Glass Jacobson Investment Advisors llc70$6.42K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.65$6.1K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV73$6K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC62$5.81K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.61$5.72K0.02%013F-HRTimeline
FSA Wealth Management LLC60$5.63K<0.01%-3813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$5.63K<0.01%013F-HRTimeline
EPG Wealth Management LLC57$5.37K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC57$5.34K<0.01%013F-HRTimeline
BFSG, LLC55$5.16K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp50$4.69K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.50$4.58K<0.01%013F-HRTimeline
NFSG Corp44$4.13K<0.01%013F-HRTimeline
Sandy Spring Bank40$3.75K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC38$3.56K<0.01%-21513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV37$3.47K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.34$3.19K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC34$3.19K<0.01%013F-HRTimeline
WFA Asset Management Corp34$3.14K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL32$2.97K<0.01%+113F-HRTimeline
Front Row Advisors LLC30$2.81K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.28$2.63K<0.01%new13F-HRTimeline
Register Financial Advisors LLC24$2.25K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC24$2.25K<0.01%013F-HRTimeline
Investors Research Corp23$2.16K<0.01%013F-HRTimeline
Pacifica Partners Inc.21$1.98K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.97K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC20$1.88K<0.01%013F-HRTimeline
Olistico Wealth, LLC16$1.5K<0.01%new13F-HRTimeline
Eukles Asset Management14$1.31K<0.01%013F-HRTimeline
Bogart Wealth, LLC14$1.31K<0.01%-2213F-HRTimeline
Fortis Group Advisors, LLC14$1.31K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC12$1.12K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC12$1.11K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC11$1.03K<0.01%new13F-HRTimeline
Richard Bernstein Advisors LLC11$1.02K<0.01%-2513F-HRTimeline
Plante Moran Financial Advisors, LLC10$938<0.01%-9913F-HRTimeline
Darwin Wealth Management, LLC4$366<0.01%013F-HRTimeline
Cheviot Value Management, LLC3$277<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-303,74013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-62813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.