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Disclosery

MBB ISHARES TR

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SHS (fund)

1,021 managers (1,032 13F filers) reported a position in MBB shares at 2026-03-31, 367,897,878 shares in all. 101 filers opened a position and 90 filers sold out during the quarter.

Managers
1,021
13F filers
1,032
New
101
Added
512
Reduced
286
Sold out
90
Shares held by filers
367,897,878

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
C2C Wealth Management, LLC2,526$240K0.2%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,530$240K0.02%+5413F-HRTimeline
Prosperity Consulting Group, LLC2,508$238K0.01%-15913F-HRTimeline
Stirlingshire Investments, Inc.2,502$238K0.21%-17913F-HRTimeline
Raleigh Capital Management Inc.2,494$237K0.08%+64513F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,477$235K0.05%-5013F-HRTimelineGroup
Bison Wealth, LLC2,484$234K0.02%-17613F-HRTimeline
Main Street Financial Solutions, LLC2,463$234K0.02%+3613F-HRTimeline
Avior Wealth Management, LLC2,459$233K0.01%-4413F-HRTimeline
Yoffe Investment Management, LLC2,458$233K0.3%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,444$232K<0.01%new13F-HRTimelineGroup
Caliber Wealth Management, LLC / KS2,403$228K0.02%+8813F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,390$227K0.09%+2513F-HRTimeline
TrueWealth Advisors, LLC2,385$226K0.06%-913F-HRTimeline
Accurate Wealth Management, LLC2,384$226K0.03%-7713F-HRTimeline
LiftPoint Family Wealth Advisors LLC2,381$226K0.19%+4013F-HRTimeline
PSI Advisors, LLC2,357$224K0.05%new13F-HRTimeline
Kesler, Norman & Wride, LLC2,336$222K0.04%new13F-HRTimeline
55 North Private Wealth, LLC2,320$220K0.06%new13F-HRTimeline
NOVEM GROUP2,318$220K0.03%-2,41713F-HRTimeline
Alta Wealth Advisors LLC2,316$220K0.07%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co2,314$220K0.01%new13F-HRTimeline
BIP Wealth, LLC2,302$219K0.01%-9213F-HRTimeline
Bridgewealth Advisory Group, LLC2,297$218K0.05%new13F-HRTimeline
Berger Financial Group, Inc2,281$217K0.01%+1713F-HRTimeline
Three Bridge Wealth Advisors, LLC2,269$215K0.06%+3013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,264$215K<0.01%new13F-HRTimelineGroup
Glenview Trust Co2,263$215K<0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,255$214K0.05%-3,31713F-HRTimeline
SAPIENT CAPITAL LLC2,253$214K<0.01%013F-HR/ATimeline
LAKE STREET PRIVATE WEALTH, LLC2,230$212K0.03%+1013F-HRTimeline
Oregon Pacific Wealth Management, LLC2,223$211K0.22%new13F-HRTimeline
Fairvoy Private Wealth, LLC2,204$209K0.05%-94813F-HRTimeline
Grove Bank & Trust2,201$209K0.02%013F-HRTimeline
TRUST POINT INC.2,200$209K0.02%new13F-HRTimeline
Independent Wealth Network Inc.2,169$206K0.06%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC2,158$205K0.05%+1913F-HRTimeline
KDK Private Wealth Management, LLC2,146$204K0.19%-10313F-HRTimeline
Intellectus Partners, LLC2,134$203K0.04%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,133$203K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC2,129$202K0.01%-26013F-HRTimeline
ALTFEST L J & CO INC2,128$202K0.02%-313F-HRTimeline
Magnus Financial Group LLC2,125$202K0.02%-6,98813F-HRTimeline
First PREMIER Bank2,121$201K0.05%-79913F-HRTimeline
Capital Advisor Network LLC2,068$196K0.27%13F-HR/ATimeline
Rice Partnership, LLC1,950$185K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,906$181K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,867$178K<0.01%+1213F-HRTimeline
Clearstead Advisors, LLC1,831$174K<0.01%+68813F-HRTimeline
Solstein Capital, LLC1,820$173K0.07%013F-HRTimeline
Caldwell Trust Co1,698$161K0.01%013F-HRTimeline
Fairscale Capital, LLC1,628$155K0.11%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,627$154K0.07%013F-HRTimeline
Financial Freedom, LLC1,583$150K0.07%+42113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,467$139K0.01%-3,03213F-HRTimeline
SIGNATUREFD, LLC1,448$138K<0.01%+6813F-HRTimeline
New Republic Capital, LLC1,385$131K0.04%+1613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,359$129K0.02%-13313F-HRTimelineGroup
SBI Securities Co., Ltd.1,349$128K<0.01%+6613F-HRTimeline
WPG Advisers, LLC1,342$127K0.09%-6413F-HRTimeline
Private Wealth Asset Management, LLC1,236$117K0.01%-14313F-HRTimeline
Independence Bank of Kentucky1,211$115K0.01%-3313F-HRTimeline
Crewe Advisors LLC1,174$111K0.01%+813F-HRTimeline
Key Capital Management, INC1,077$102K0.07%+40913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,015$96.4K0.02%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,736$95.2K0.07%+1,62413F-HR/ATimeline
Opal Wealth Advisors, LLC988$93.8K0.02%new13F-HRTimeline
Root Financial Partners, LLC966$91.7K<0.01%+13813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.906$86K0.05%-813F-HRTimeline
OAKWORTH CAPITAL, INC.895$85K<0.01%013F-HRTimeline
AlphaCore Capital LLC889$84.4K<0.01%+78613F-HRTimeline
DHJJ Financial Advisors, Ltd.865$82.1K0.03%new13F-HRTimeline
Larson Financial Group LLC859$81.6K<0.01%-31213F-HRTimeline
BankChampaign, National Association830$78.8K0.08%+31213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP795$75.5K0.01%-12013F-HRTimelineGroup
YANKCOM Partnership761$72.3K0.03%-28413F-HRTimeline
Destiny Wealth Partners, LLC748$71K0.01%new13F-HRTimeline
Realta Investment Advisors727$69.1K0.02%-4213F-HRTimeline
Sunbelt Securities, Inc.724$68.8K<0.01%+1813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC717$68.1K0.02%-39813F-HRTimeline
AMERIFLEX GROUP, INC.692$65.7K0.03%013F-HRTimeline
Park Place Capital Corp681$64.7K0.01%-72213F-HRTimeline
Strengthening Families & Communities, L…659$62.6K0.02%new13F-HRTimeline
Petix & Botte Co639$60.7K0.01%-3,88813F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC627$59.5K0.05%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.574$54.5K0.05%+613F-HRTimeline
Signature Equity Partners, LLC562$53.4K0.03%+12113F-HRTimeline
Bravera Wealth545$51.7K0.02%+37513F-HRTimeline
HOWE & RUSLING INC526$49.9K<0.01%-17913F-HRTimeline
Silver Grove Financial Group, Inc.525$49.8K0.04%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC512$48.6K<0.01%+36813F-HRTimeline
RETIREMITTEN FINANCIAL LLC497$47.2K0.02%13F-HRTimeline
Wellington Grp LLC473$44.9K0.01%new13F-HRTimeline
Lavaca Capital LLC466$44.3K0.01%+313F-HRTimeline
Covestor Ltd442$42K0.03%+413F-HRTimeline
Wilmington Savings Fund Society, FSB433$41.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO432$40.9K<0.01%-2,21113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP426$40.4K<0.01%013F-HRTimeline
True Link Financial Advisors, LLC425$40.4K<0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC402$38.2K<0.01%+1613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.395$37.5K<0.01%013F-HRTimeline
Triumph Capital Management383$36.4K0.01%-1313F-HRTimeline
Westfuller Advisors, LLC383$36.4K0.02%+3913F-HRTimeline
Delos Wealth Advisors, LLC369$35K0.02%+8613F-HRTimeline
Nemes Rush Group LLC362$34.4K<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC354$33.6K0.01%-1113F-HRTimeline
DUNCKER STREETT & CO INC350$33.2K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA337$32K0.02%new13F-HRTimeline
EASTERN BANK334$31.7K<0.01%+11913F-HRTimeline
TSFG, LLC331$31K<0.01%-7813F-HRTimeline
Godfrey Financial Associates, Inc.322$30.6K0.03%013F-HRTimeline
LRI Investments, LLC320$30.4K<0.01%013F-HRTimeline
HM PAYSON & CO310$29.4K<0.01%+12213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.294$27.9K0.01%new13F-HRTimeline
ESL Trust Services, LLC293$27.8K0.01%013F-HRTimeline
SHP Wealth Management268$25.5K<0.01%-12513F-HRTimeline
REAP Financial Group, LLC268$25.4K0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.270$25K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.251$23.9K0.01%+113F-HRTimeline
Westside Investment Management, Inc.246$23.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC237$22.5K0.01%+113F-HRTimeline
MCF Advisors LLC227$21.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC217$20.6K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.212$20.1K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC198$18.8K0.01%+18313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC195$18.5K<0.01%new13F-HR/ATimeline
MCGUIRE CAPITAL ADVISORS INC194$18.4K0.01%-213F-HRTimeline
Measured Wealth Private Client Group, L…190$18K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.188$18K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC188$17.9K0.01%013F-HRTimeline
Archer Investment Corp187$17.8K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.186$17.7K0.02%-20313F-HRTimeline
Key Financial Inc181$17.2K<0.01%-19913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.178$17K<0.01%-2613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GILPIN WEALTH MANAGEMENT, LLC169$16K0.01%+213F-HRTimeline
WestEnd Advisors, LLC164$15.6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC163$15.5K<0.01%+613F-HRTimeline
Greykasell Wealth Strategies, Inc.161$15.3K0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST156$14.8K0.01%13F-HRTimeline
Advocate Investing Services LLC151$14.3K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …136$12.9K<0.01%-613F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC134$12.7K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…131$12.4K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.131$12.4K<0.01%new13F-HR/ATimeline
Hughes Financial Services, LLC130$12.3K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT123$11.7K<0.01%new13F-HRTimeline
Breakwater Investment Management119$11.3K<0.01%013F-HRTimeline
Asset Dedication, LLC109$10.3K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.107$10.2K0.01%+6713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC102$9.69K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp100$9.49K<0.01%-14313F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD100$9.49K<0.01%013F-HRTimelineGroup
Abound Wealth Management99$9.43K<0.01%new13F-HRTimeline
United Financial Planning Group LLC95$9.02K0.01%-5413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC92$8.74K<0.01%new13F-HRTimeline
Robinswood Financial LLC92$8.73K<0.01%013F-HR/ATimeline
CENTRAL TRUST Co91$8.64K<0.01%-25613F-HRTimeline
CDKV HOLDINGS LLC90$8.55K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC79$7.5K<0.01%013F-HRTimeline
GAMMA Investing LLC77$7.31K<0.01%new13F-HRTimeline
Burk Holdings LLC76$7.18K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC70$6.65K0.01%+3913F-HRTimeline
BARRETT & COMPANY, INC.69$6.55K<0.01%-613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…67$6.36K<0.01%+2113F-HRTimelineGroup
NFSG Corp64$6.08K<0.01%013F-HRTimeline
Networth Advisors, LLC62$5.89K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.61$5.79K0.02%013F-HRTimeline
Axiom Investment Management LLC60$5.7K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$5.7K<0.01%013F-HRTimeline
EPG Wealth Management LLC59$5.61K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC58$5.53K<0.01%+1013F-HRTimeline
Innovative Asset Advisors Group, LLC57$5.41K<0.01%13F-HRTimeline
BFSG, LLC55$5.22K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC54$5.13K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC48$4.56K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…48$4.56K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …47$4.46K0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…46$4.37K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC41$3.89K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp40$3.8K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.40$3.8K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC40$3.79K<0.01%013F-HRTimeline
Copia Wealth Management36$3.42K<0.01%-613F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC34$3.23K<0.01%013F-HRTimeline
Team Financial Group, LLC33$3.15K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL33$3.14K<0.01%013F-HRTimeline
Olistico Wealth, LLC33$3.13K<0.01%013F-HRTimeline
Riverview Trust Co32$3.04K<0.01%new13F-HRTimeline
Front Row Advisors LLC30$2.85K<0.01%013F-HRTimeline
SYM FINANCIAL Corp28$2.66K<0.01%new13F-HRTimeline
HARRIS ASSOCIATES L P28$2.66K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC25$2.37K<0.01%-2113F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.24$2.28K<0.01%013F-HRTimeline
Register Financial Advisors LLC24$2.28K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC24$2.28K<0.01%013F-HRTimeline
Investors Research Corp23$2.18K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…23$2.18K<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS20$1.9K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC20$1.9K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.20$1.9K<0.01%013F-HRTimeline