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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,533,177$5.86B0.52%-13,453,08813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,754,674$4.76B0.36%-966,20713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding28,695,355$2.69B-3,361,503Timeline
LPL Financial LLC24,262,602$2.28B0.89%+2,404,58613F-HRTimeline
Fisher Asset Management, LLC21,042,969$1.97B0.85%+1,341,02913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,262,855$1.34B0.36%-260,29613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,400,529$788M0.06%-134,50513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,333,373$500M1.56%-58,80513F-HRTimelineGroup
State of Tennessee, Department of Treas…4,780,464$448M1.72%-53,17213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,716,571$349M0.37%-189,58413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,651,852$342M0.55%-49,64113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,479,512$326M+1,720,169Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,175,740$298M0.06%-357,80813F-HRTimelineGroup
Allworth Financial LP3,051,257$283M1.6%-388,19913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,939,526$276M0.14%+8,39913F-HRTimelineGroup
RENAISSANCERE HOLDINGS LTDin group RENAISSANCERE HOLDINGS LTD2,855,431$268M42.79%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,545,914$239M0.06%-22,47113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,319,215$217M<0.01%-124,35313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,047,512$192M0.25%-9,66313F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC2,019,792$189M0.76%-357,81813F-HRTimelineGroup
Cetera Investment Advisers1,863,533$175M0.34%+277,92613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,825,317$171M10.08%+490,39313F-HRTimeline
MML INVESTORS SERVICES, LLC1,813,739$170M0.57%-140,20113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,732,721$162M0.04%-26,79113F-HR/ATimelineGroup
Composition Wealth, LLC1,676,916$157M3.15%+106,58813F-HRTimeline
OneDigital Investment Advisors LLC1,546,538$145M1.72%-138,13513F-HRTimeline
Dynasty Wealth Management, LLC1,519,643$143M2.37%-450,41013F-HRTimeline
Quotient Wealth Partners, LLC1,458,356$137M4.37%-464,79213F-HRTimeline
Bridgewater Associates, LP1,447,600$136M0.63%+12,90013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,421,953$133M0.05%+163,54313F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC1,415,635$133M1.67%-987,71913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,400,953$131M0.24%+567,00813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,331,733$125M1.54%-288,04513F-HRTimelineGroup
Money Design Co.,Ltd.1,328,870$125M6.21%+3,67113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,318,942$124M1.06%-169,57613F-HRTimelineGroup
Blue Trust, Inc.1,263,320$118M1.52%+11,41213F-HRTimeline
HANCOCK WHITNEY CORP1,262,709$118M3.86%-83,53513F-HRTimeline
Janney Montgomery Scott LLC1,249,427$117M0.33%-241,00213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,176,005$110M0.06%+54,64613F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …1,145,987$107M0.08%+7,97413F-HRTimelineGroup
Merit Financial Group, LLC1,074,026$101M1.51%+163,24613F-HRTimeline
Asset Management One Co., Ltd.998,373$93.6M0.32%+40,68913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC949,675$89.1M0.16%+907,32813F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC941,711$88.3M1.65%+896,93213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …975,687$87.5M0.23%+454,08113F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding862,502$80.9M+544,345Timeline
Hilton Capital Management, LLC832,228$78M6.63%+481,63113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC825,070$77.4M0.21%-58,90113F-HRTimelineGroup
NorthCoast Asset Management LLC766,393$71.9M0.36%-32,54013F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…754,690$70.7M0.29%+253,90813F-HRTimelineGroup
Sensible Financial Planning & Managemen…689,633$64.7M12.91%+19,72013F-HRTimeline
EVOKE WEALTH, LLC676,187$63.4M1.65%+14,24313F-HRTimeline
ALLIANCEBERNSTEIN L.P.664,846$62.3M0.02%-10,97013F-HRTimeline
Avidian Wealth Enterprises, LLC658,546$61.8M2.75%-11,46813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…636,884$59.4M0.13%-58,76613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding627,552$58.9M+148,435Timeline
NewEdge Advisors, LLC600,135$56.3M0.33%-86,13913F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM600,000$56.3M0.32%013F-HRTimeline
ROCKLAND TRUST CO598,446$56.1M2.82%+35,95313F-HRTimeline
CIBC Asset Management Inc576,291$54M0.18%+10,00513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC573,369$53.8M0.08%-29,67113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE572,009$53.6M0.08%+108,30913F-HRTimelineGroup
Willis Johnson & Associates, Inc.567,327$53.2M4.03%+36,07313F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…550,000$51.6M0.23%013F-HRTimelineGroup
Constellation Investments, Inc.548,000$51.4M2.44%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding543,376$51M-119,470Timeline
NOTTINGHAM ADVISORS, INC.521,915$48.9M7.48%-105,71913F-HRTimeline
Mill Creek Capital Advisors, LLC516,949$48.5M1.17%+9,96113F-HRTimeline
Korea Investment CORP500,000$46.9M0.11%013F-HRTimeline
SkyView Investment Advisors, LLC485,650$45.5M6.85%+16,37013F-HRTimeline
Lutz Financial Services LLC481,599$45.2M3.7%+26,56613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\475,849$44.6M0.06%-54,39413F-HRTimelineGroup
AE Wealth Management LLC436,979$41M0.34%+11,55413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …432,688$40.6M0.04%+297,46113F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…424,188$39.8M0.73%+13,45513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP414,458$38.9M0.06%+8,55513F-HRTimelineGroup
FMR LLCin group FMR LLC398,320$37.4M<0.01%-23,37913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP395,198$37.1M0.01%-32,01613F-HRTimelineGroup
Foundations Investment Advisors, LLC390,333$36.6M0.68%+20,29413F-HRTimeline
CONNING INC.in group CONNING INC.387,672$36.4M1.27%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC378,767$35.5M0.01%+43,52713F-HR/ATimelineGroup
Cerity Partners LLCgroup of 2 filers holding367,331$34.4M+320,033Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.362,092$34M0.08%-107,74013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC355,677$33.4M0.41%+8,47313F-HRTimeline
Checchi Capital Advisers, LLC350,649$32.9M2.33%+240,60413F-HRTimeline
Talon Private Wealth, LLC341,297$31.9M4.28%-21,39813F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI338,060$31.7M0.26%013F-HRTimelineGroup
West Coast Financial LLC330,498$31M3.54%+20,52313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC330,205$31M1.46%+23,19713F-HRTimelineGroup
Bangor Savings Bank327,152$30.7M2.9%+10,96313F-HRTimeline
Cambridge Investment Research Advisors,…318,434$29.9M0.1%-79,06213F-HRTimeline
INTEGRITY ALLIANCE, LLC.313,107$29.4M1.16%+50,50313F-HRTimeline
CABOT WEALTH MANAGEMENT INC311,328$29.2M3.72%+30,98513F-HRTimeline
Atria Wealth Solutions, Inc.311,325$29.2M0.35%-33,55313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources311,050$29.2M0.01%+8,84913F-HRTimelineGroup
Sanctuary Advisors, LLC304,493$28.6M0.2%-41,99913F-HRTimeline
Stockman Wealth Management, Inc.298,073$28M4.14%new13F-HRTimeline
Clearwater Capital Advisors, LLC296,532$27.8M2.69%+7,99113F-HRTimeline
Acorns Advisers, LLC294,708$27.6M0.27%+6,20113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management290,653$27.3M0.39%-110,86113F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC290,612$27.3M0.39%-3,36713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC290,478$27.2M0.81%-41,81013F-HRTimelineGroup
Kingsview Wealth Management, LLC286,589$26.9M0.51%+29,03613F-HRTimeline
Modera Wealth Management, LLC286,208$26.8M0.36%+10,34913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise283,850$26.6M1.17%13F-HRTimelineGroup
CONNABLE OFFICE INC275,945$25.9M2.75%+150,83513F-HRTimeline
JB Capital LLC270,937$25.4M1.4%-101,02513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…262,119$24.6M0.06%-4,01013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.257,793$24.2M0.05%+4,69113F-HRTimelineGroup
Integrated Wealth Concepts LLC249,569$23.4M0.27%+22,32513F-HRTimeline
ARVEST INVESTMENTS, INC.244,275$22.9M3.61%+4,56113F-HRTimeline
Galvin, Gaustad & Stein, LLC237,903$22.3M1.99%+23313F-HRTimeline
Carnegie Investment Counsel231,277$21.7M0.51%new13F-HRTimeline
Meridian Wealth Partners, LLC231,123$21.7M3.46%+80313F-HRTimeline
Private Advisor Group, LLC225,657$21.2M0.13%+9,95413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.224,970$21.1M0.05%+29,63513F-HRTimelineGroup
Northside Capital Management, LLC222,308$20.8M3.39%+5,84213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC221,589$20.8M0.89%+127,99213F-HRTimelineGroup
Horst & Graben Wealth Management LLC219,912$20.6M3.7%-15,47813F-HRTimeline
Dakota Wealth Management217,054$20.4M0.48%+16,05113F-HRTimeline
Sage Advisory Services, Ltd.Co.216,977$20.3M11.96%-2,71113F-HRTimeline
Geneos Wealth Management Inc.206,059$20.2M0.3%+120,74313F-HRTimeline
HighTower Advisors, LLC213,980$20.1M0.03%-3,48113F-HRTimeline
RKL Wealth Management LLC208,996$19.6M1.85%-1,86313F-HRTimeline
Kelman-Lazarov, Inc.207,381$19.4M3.53%+48,02513F-HRTimeline
Mariner, LLCin group Mariner, LLC205,064$19.2M0.03%+12,28313F-HRTimelineGroup
Advocacy Wealth Management, LLC204,426$19.2M1.31%-40,92413F-HRTimeline
CASTLEARK MANAGEMENT LLC196,905$18.5M0.64%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …194,539$18.2M0.03%-44,03913F-HRTimelineGroup
Johns Hopkins University193,437$18.1M0.68%-272,58313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…187,975$17.6M0.03%-19,22213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.187,324$17.6M0.86%+3,19613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…184,269$17.3M0.07%-19,34113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.182,023$17.1M0.84%+17,74313F-HRTimeline
Farther Finance Advisors, LLC181,320$17M0.43%+22,46313F-HRTimeline
Atria Investments, Inc179,105$16.8M0.22%+4,33513F-HRTimeline
MAI Capital Management179,077$16.8M0.13%+16,25513F-HRTimeline
CFS Investment Advisory Services, LLC177,307$16.6M1.48%-12,78413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.172,859$16.2M0.1%-14,19013F-HRTimeline
Sharkey, Howes & Javer172,137$16.1M2.31%-23,29413F-HRTimeline
NewSquare Capital LLC171,789$16.1M1.31%+19013F-HRTimeline
Lifeworks Advisors, LLC162,540$15.2M2.53%+16,74713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.164,091$15.2M0.03%+4,78813F-HRTimelineGroup
COURIER CAPITAL LLC161,727$15.2M0.99%+107,04413F-HRTimeline
SteelPeak Wealth, LLC161,446$15.1M0.64%-16,01513F-HRTimeline
Austin Private Wealth, LLC159,314$14.9M1.34%-15,96413F-HRTimeline
TCW GROUP INCin group TCW GROUP INC158,553$14.9M0.13%+1,50613F-HRTimelineGroup
Modern Wealth Management, LLC155,925$14.6M0.47%+19,60213F-HR/ATimeline
Creative Planningin group Creative Planning155,362$14.6M0.01%-8,46913F-HRTimelineGroup
FDx Advisors, Inc.154,380$14.5M4.71%-11,44813F-HRTimeline
Financial Advocates Investment Manageme…154,137$14.5M1.02%+25,20313F-HRTimeline
Tandem Wealth Advisors LLC154,087$14.4M7.56%+1,22013F-HRTimeline
Parkside Investments, LLC152,963$14.3M2.11%+9,97713F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…148,485$13.9M0.08%-15,88213F-HRTimelineGroup
Orion Porfolio Solutions, LLC146,188$13.7M0.13%+28,34113F-HRTimeline
Orion Portfolio Solutions, LLC146,188$13.7M0.13%+28,34113F-HR/ATimeline
High Falls Advisors, Inc144,483$13.5M3.18%-29,26013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.143,127$13.4M0.85%-7,72513F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC138,177$13M0.19%+14,68213F-HRTimeline
Spectrum Investment Advisors, Inc.133,998$12.6M8.11%+4,34113F-HRTimeline
Boltwood Capital Management133,985$12.6M3.82%-3,13713F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…131,400$12.3M0.11%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…130,962$12.3M0.39%+9,67113F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP127,553$12M0.35%+35,00013F-HRTimelineGroup
Stone House Investment Management, LLC123,360$11.6M2.34%+11,48613F-HRTimeline
Manhattan West Asset Management, LLC122,648$11.5M2.93%+47,11413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.121,893$11.4M3.34%+39,79113F-HRTimeline
Trek Financial, LLC120,526$11.3M0.82%+10,90613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…118,638$11.1M0.61%+4,95813F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)117,366$11M4.89%new13F-HRTimeline
COMERICA BANK117,272$11M0.05%-6,79113F-HRTimeline
Smith Salley Wealth Management115,808$10.9M0.71%+48,64513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding116,475$10.7M+125Timeline
Cornerstone Management, Inc.113,452$10.6M1.99%+1,56813F-HRTimeline
Perigon Wealth Management, LLC112,861$10.6M0.27%-62,77013F-HRTimeline
WBH ADVISORY INC112,707$10.6M0.99%+5,36713F-HRTimeline
Icon Wealth Advisors, LLC111,171$10.4M0.86%-29,47313F-HRTimeline
Security Financial Services, INC.110,888$10.4M2.06%-96613F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co109,870$10.3M2.48%013F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC108,392$10.2M4.34%+1,90713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC105,948$9.94M0.01%+100,35013F-HRTimelineGroup
Bernardo Wealth Planning LLC105,353$9.88M2.36%+2,32613F-HR/ATimeline
THEORY FINANCIAL LLC105,221$9.87M4.16%+2,01813F-HRTimeline
Hudson Capital Management LLC103,920$9.75M2.97%+54313F-HRTimeline
CIM, LLC103,877$9.74M1.45%+2,25013F-HRTimeline
One Wealth Advisors, LLC101,735$9.54M1.42%-13,85213F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO101,120$9.48M0.61%+54513F-HRTimeline
Compound Planning, Inc.98,495$9.24M0.42%+7,09213F-HRTimeline
Rehmann Capital Advisory Group97,323$9.13M0.57%-95513F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.96,890$9.09M1.86%-49713F-HRTimeline
Kelly Financial Services LLC96,858$9.08M3.16%-15,39113F-HRTimeline
Rothschild Wealth LLC96,470$9.05M2.54%+4,74713F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.95,057$8.91M0.04%-1,40013F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC95,016$8.91M0.27%+99813F-HRTimeline
Westover Capital Advisors, LLC94,186$8.83M1.96%+9,71113F-HRTimeline
Prime Capital Investment Advisors, LLC92,695$8.69M0.1%+21,94313F-HRTimeline
Proficio Capital Partners LLC92,519$8.62M0.67%+7,55513F-HRTimeline
TSA Wealth Managment LLC91,731$8.6M3.42%-7,26913F-HRTimeline
Invst, LLC91,725$8.6M1.17%-55,10413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,747$8.51M0.08%+17,96813F-HRTimelineGroup