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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
YANKCOM Partnership761$72.4K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.692$66K<0.01%+54313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Palisade Asset Management, LLC683$65K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC656$62.4K0.03%013F-HRTimeline
Strengthening Families & Communities, L…645$61.4K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.631$60K<0.01%-77713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC583$55.4K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC570$54.2K0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.564$53.7K0.03%+2013F-HRTimeline
Templeton & Phillips Capital Management…553$52.6K0.04%013F-HRTimeline
CENTRAL TRUST Co547$52K<0.01%-17913F-HRTimeline
Realta Investment Advisors507$48.3K0.02%+23713F-HRTimeline
Wilmington Savings Fund Society, FSB474$45.1K<0.01%-22813F-HR/ATimeline
Creekmur Asset Management LLC474$45.1K0.01%-14713F-HRTimeline
Quest 10 Wealth Builders, Inc.443$42.2K0.04%+113F-HRTimeline
Covestor Ltd429$41K0.02%+3313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.420$40K0.04%013F-HR/ATimeline
TSFG, LLC402$38K0.01%+6713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.395$37.6K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC381$36.2K<0.01%+413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC371$35.3K<0.01%-7913F-HRTimeline
Wealth Watch Advisors, INC365$34.7K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC365$34.7K0.01%-1213F-HRTimeline
DUNCKER STREETT & CO INC350$33.3K0.01%013F-HRTimeline
Westfuller Advisors, LLC344$32.7K0.01%new13F-HRTimeline
Curat Global, LLC325$30.9K0.03%013F-HRTimeline
LRI Investments, LLC320$30.4K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC307$29.2K0.01%+3313F-HRTimeline
Delos Wealth Advisors, LLC298$28.4K0.02%+1913F-HRTimeline
REAP Financial Group, LLC293$27.9K0.01%-29513F-HRTimeline
HOWE & RUSLING INC284$27K<0.01%+18413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …281$26.7K<0.01%-195,72413F-HRTimelineGroup
Beutel, Goodman & Co Ltd.270$25K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.246$23.4K0.01%+213F-HRTimeline
Westside Investment Management, Inc.246$23.4K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC240$22.8K0.01%+23213F-HRTimeline
Medallion Wealth Advisors, LLC236$22.4K0.01%+113F-HRTimeline
MCF Advisors LLC227$21.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC217$20.6K<0.01%-16513F-HRTimeline
EASTERN BANK215$20.5K<0.01%-11413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding213$20.3K-2,576Timeline
North Capital, Inc.213$20.3K0.02%+113F-HRTimeline
Archer Investment Corp198$18.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC195$18.6K<0.01%013F-HRTimeline
Key Financial Inc193$18.4K<0.01%-24113F-HRTimeline
Measured Wealth Private Client Group, L…190$18.1K<0.01%new13F-HRTimeline
HM PAYSON & CO188$17.9K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …188$17.9K<0.01%13F-HRTimelineGroup
United Financial Planning Group LLC205$16.1K0.01%13F-HRTimeline
WestEnd Advisors, LLC164$15.6K<0.01%+1413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC162$15.4K<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC159$15.2K<0.01%-4613F-HRTimeline
Nemes Rush Group LLC155$14.7K<0.01%-2513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$14.3K<0.01%+813F-HRTimeline
MJT & Associates Financial Advisory Gro…134$12.8K0.01%-5,95113F-HRTimeline
Aspect Partners, LLC120$11.4K0.01%013F-HRTimeline
Breakwater Investment Management119$11.3K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp111$10.6K0.01%13F-HR/ATimeline
Asset Dedication, LLC109$10.4K<0.01%-50313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners107$10.2K<0.01%013F-HRTimelineGroup
Viewpoint Capital Management LLC107$10.2K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.103$9.8K<0.01%013F-HRTimeline
AlphaCore Capital LLC103$9.8K<0.01%-713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD100$9.52K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$9.52K<0.01%+9713F-HRTimelineGroup
Park Square Financial Group, LLC94$8.94K0.04%-3013F-HRTimeline
Robinswood Financial LLC92$8.75K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC85$8.09K<0.01%+1513F-HRTimeline
Luminist Capital LLC85$8.09K0.01%new13F-HRTimeline
Investors Research Corp82$7.8K<0.01%+5913F-HRTimeline
MONTAG A & ASSOCIATES INC79$7.52K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV75$7K<0.01%+113F-HRTimeline
Annandale Capital, LLC7,011$6.67K0.12%013F-HRTimeline
BARRETT & COMPANY, INC.69$6.57K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC68$6.47K<0.01%+3113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.65$6.18K<0.01%013F-HRTimelineGroup
NFSG Corp64$6.09K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.61$5.8K0.02%013F-HRTimeline
FSA Wealth Management LLC60$5.71K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$5.71K<0.01%013F-HRTimeline
EPG Wealth Management LLC58$5.53K<0.01%013F-HRTimeline
BFSG, LLC55$5.23K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.50$4.58K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC48$4.57K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC45$4.28K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB43$4.09K<0.01%-34513F-HRTimeline
HHM Wealth Advisors, LLC42$4K<0.01%new13F-HRTimeline
Copia Wealth Management42$4K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC41$3.9K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp40$3.81K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.40$3.81K<0.01%-4613F-HRTimeline
Kozak & Associates, Inc.38$3.61K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA37$3.52K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC34$3.23K<0.01%013F-HRTimeline
Team Financial Group, LLC32$3.09K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL32$3.08K<0.01%013F-HRTimeline
Front Row Advisors LLC30$2.85K<0.01%013F-HRTimeline
Orion Capital Management LLC30$2.85K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$2.85K<0.01%-2713F-HRTimeline
Topsail Wealth Management, LLC24$2.28K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$2K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC20$1.9K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.20$1.9K<0.01%013F-HRTimeline
Caitlin John, LLC16$1.52K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO15$1.43K<0.01%new13F-HRTimeline
Eukles Asset Management14$1.33K<0.01%013F-HRTimeline
Bogart Wealth, LLC14$1.33K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC14$1.33K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC11$1.05K<0.01%-1,03513F-HRTimeline
Richard Bernstein Advisors LLC11$1.04K<0.01%+113F-HRTimeline
Keener Financial Planning LLC20$1K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC10$952<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC7$666<0.01%new13F-HRTimeline
PFS Partners, LLC5$476<0.01%new13F-HRTimeline
MGB Wealth Management, LLC5$476<0.01%new13F-HRTimeline
Binnacle Investments Inc5$476<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.4$384<0.01%new13F-HRTimeline
Cheviot Value Management, LLC3$289<0.01%013F-HRTimeline
Imprint Wealth LLC2$190<0.01%13F-HRTimeline
Compass Financial Services Inc1$95<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth7$00%new13F-HRTimelineValue filed as zero, left out of ratios.