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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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP795$74.6K0.01%+47513F-HRTimelineGroup
Rossby Financial, LCC787$73.9K0.03%+4313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…783$73.5K<0.01%013F-HRTimeline
YANKCOM Partnership761$71.5K0.03%013F-HRTimeline
Cornerstone Planning Group LLC736$69K0.01%-24413F-HRTimeline
First PREMIER Bank739$69K0.02%+7413F-HRTimeline
CENTRAL TRUST Co726$68.2K<0.01%+16613F-HRTimeline
Wilmington Savings Fund Society, FSB702$65.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…669$62.8K0.01%013F-HRTimeline
AllSquare Wealth Management LLC656$61.6K0.03%013F-HRTimeline
Creekmur Asset Management LLC621$58.3K0.01%+11013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …612$57.5K0.01%13F-HRTimelineGroup
Asset Dedication, LLC612$57.5K<0.01%new13F-HRTimeline
REAP Financial Group, LLC588$55.2K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC583$54.7K<0.01%-29213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC570$53.5K0.01%013F-HRTimelineGroup
Templeton & Phillips Capital Management…553$51.9K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.544$51.1K0.03%+2713F-HRTimeline
Wood Tarver Financial Group, LLC540$50K0.02%-2613F-HRTimeline
Garde Capital, Inc.460$43.2K<0.01%013F-HRTimeline
Beacon Capital Management, LLC460$43.2K0.01%+12013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC450$42.3K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.442$41.5K0.04%013F-HRTimeline
Key Financial Inc434$40.7K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.420$39.4K0.05%13F-HRTimeline
MorganRosel Wealth Management, LLC409$38.4K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.395$37.1K0.01%013F-HRTimeline
Covestor Ltd396$37K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB388$36.4K<0.01%+29513F-HRTimeline
McIlrath & Eck, LLC382$35.9K<0.01%-2713F-HRTimeline
MeadowBrook Investment Advisors LLC380$35.7K0.03%013F-HRTimeline
Aventura Private Wealth, LLC377$35.4K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC377$35.4K<0.01%-6213F-HRTimeline
DUNCKER STREETT & CO INC350$32.9K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC334$31.4K0.01%-26913F-HRTimeline
TSFG, LLC335$31K0.01%+17313F-HRTimeline
EASTERN BANK329$30.9K<0.01%+5013F-HRTimeline
Curat Global, LLC325$30.5K0.03%013F-HR/ATimeline
LRI Investments, LLC320$30K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC279$26.2K0.02%new13F-HRTimeline
Kiker Wealth Management, LLC274$25.7K0.01%+1713F-HRTimeline
Realta Investment Advisors270$25.4K0.01%+813F-HRTimeline
Beutel, Goodman & Co Ltd.270$25K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC265$24.9K0.01%-3,15613F-HRTimeline
Clearstead Trust, LLC248$23.3K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.246$23.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.244$22.9K0.01%+313F-HRTimeline
Medallion Wealth Advisors, LLC235$22K0.01%-1013F-HRTimeline
MCF Advisors LLC227$21.3K<0.01%-5013F-HRTimeline
North Capital, Inc.212$19.9K0.02%-1013F-HRTimeline
Bellwether Advisors, LLC208$19.5K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC205$19.2K0.01%-1313F-HRTimeline
Hughes Financial Services, LLC205$19.2K<0.01%-2613F-HRTimeline
Archer Investment Corp198$18.6K<0.01%+3813F-HRTimeline
Towne Trust Company, N.A196$18.4K0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC195$18.3K<0.01%-113F-HR/ATimeline
HM PAYSON & CO188$17.7K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp185$17.4K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC180$16.9K<0.01%new13F-HRTimeline
Headlands Technologies LLC174$16.3K<0.01%-15413F-HRTimeline
SWAN Capital LLC169$15.9K0.01%new13F-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%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR INVESTMENT ADVISORY, LLC142$13.3K<0.01%+4513F-HRTimeline
Park Square Financial Group, LLC124$11.6K0.01%+313F-HRTimeline
Aspect Partners, LLC120$11.3K0.01%new13F-HRTimeline
Breakwater Investment Management119$11.2K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…117$11K0.01%new13F-HRTimeline
AlphaCore Capital LLC110$10.3K<0.01%+713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners107$10K<0.01%-16613F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.103$9.67K<0.01%013F-HRTimeline
HOWE & RUSLING INC100$9.39K<0.01%+113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD100$9.39K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC95$8.89K0.02%-10113F-HRTimeline
Robinswood Financial LLC92$8.64K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.86$8.07K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC79$7.42K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV74$7K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC70$6.57K<0.01%+813F-HRTimeline
BARRETT & COMPANY, INC.69$6.48K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.65$6.1K<0.01%013F-HRTimelineGroup
NFSG Corp64$6.01K<0.01%+2013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.61$5.73K0.02%013F-HRTimeline
FSA Wealth Management LLC60$5.63K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$5.63K<0.01%013F-HRTimeline
EPG Wealth Management LLC58$5.42K<0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC57$5.35K<0.01%013F-HRTimeline
BFSG, LLC55$5.16K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.50$4.58K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC45$4.2K<0.01%new13F-HRTimeline
Copia Wealth Management42$3.94K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC41$3.85K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp40$3.76K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT40$3.76K<0.01%new13F-HRTimeline
Cooksen Wealth, LLC40$3.76K<0.01%-5813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV37$3.47K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA37$3.47K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC37$3.47K<0.01%-10313F-HRTimeline
Crews Bank & Trust37$3.47K<0.01%new13F-HRTimeline
Newton One Investments LLC36$3.38K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC34$3.19K<0.01%013F-HRTimeline
Olistico Wealth, LLC33$3.1K<0.01%+1713F-HRTimeline
Team Financial Group, LLC32$3.02K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL32$3K<0.01%013F-HRTimeline
Front Row Advisors LLC30$2.82K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC27$2.54K0.03%-91413F-HRTimeline
Choate Investment Advisors26$2.44K<0.01%new13F-HRTimeline
Register Financial Advisors LLC24$2.25K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC24$2.25K<0.01%013F-HRTimeline
Investors Research Corp23$2.16K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC21$1.97K<0.01%13F-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
Reyes Financial Architecture, Inc.20$1.88K<0.01%-30513F-HRTimeline
Eukles Asset Management14$1.31K<0.01%013F-HRTimeline
Bogart Wealth, LLC14$1.31K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$1.31K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC12$1.13K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC12$1.13K<0.01%013F-HRTimeline
Dunhill Financial, LLC11$1.03K<0.01%new13F-HRTimeline
Richard Bernstein Advisors LLC10$1.02K<0.01%-113F-HRTimeline
Iron Horse Wealth Management, LLC10$970<0.01%-9413F-HRTimeline
SYM FINANCIAL Corp9$845<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC8$751<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.4$376<0.01%-14313F-HRTimeline
Darwin Wealth Management, LLC4$375<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$282<0.01%new13F-HRTimelineGroup
Cheviot Value Management, LLC3$281<0.01%013F-HRTimeline
Holos Integrated Wealth LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.