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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/64,329,626$6.04B0.49%+1,796,44913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,495,054$4.74B0.33%-259,62013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding28,655,074$2.69B-40,281Timeline
LPL Financial LLC25,351,019$2.38B0.79%+1,088,41713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA23,964,909$2.25B5.85%+18,631,53613F-HRTimelineGroup
Fisher Asset Management, LLC21,297,627$2B0.79%+254,65813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,005,560$1.31B0.32%-257,29513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,190,226$863M0.06%+789,69713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,310,047$405M0.16%new13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,970,996$373M0.36%+254,42513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,648,836$343M0.5%-3,01613F-HRTimelineGroup
Allworth Financial LP3,101,316$291M1.4%+50,05913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,068,934$288M0.05%-106,80613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,916,723$274M0.18%-22,80313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,869,531$269M0.05%+1,136,81013F-HR/ATimelineGroup
RENAISSANCERE HOLDINGS LTDin group RENAISSANCERE HOLDINGS LTD2,855,431$268M41.88%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,756,284$259M-723,228Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,580,987$242M0.05%+35,07313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,318,040$218M<0.01%-1,17513F-HRTimelineGroup
State of Tennessee, Department of Treas…2,269,439$213M0.76%-2,511,02513F-HRTimeline
CWM, LLCin group CWM, LLC1,937,822$182M0.64%-81,97013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,935,421$182M0.21%-112,09113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,909,544$179M0.52%+95,80513F-HRTimeline
Cetera Investment Advisers1,869,787$176M0.3%+6,25413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,857,285$174M9.64%+31,96813F-HRTimeline
Composition Wealth, LLC1,845,989$173M2.91%+169,07313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,548,462$145M0.05%+126,50913F-HRTimelineGroup
OneDigital Investment Advisors LLC1,543,909$145M1.61%-2,62913F-HRTimeline
Quotient Wealth Partners, LLC1,492,641$140M4.12%+34,28513F-HRTimeline
Dynasty Wealth Management, LLC1,488,220$140M2.38%-31,42313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,463,719$137M0.18%+1,450,00013F-HRTimelineGroup
Bridgewater Associates, LP1,460,200$137M0.55%+12,60013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,400,265$131M0.21%-68813F-HRTimelineGroup
Money Design Co.,Ltd.1,390,916$131M6.1%+62,04613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,373,804$129M0.45%+619,11413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,327,842$125M1.15%-3,89113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,276,906$120M0.97%-42,03613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,260,829$118M0.06%+84,82413F-HRTimelineGroup
Blue Trust, Inc.1,243,071$117M1.38%-20,24913F-HRTimeline
HANCOCK WHITNEY CORP1,234,811$116M2.22%-27,89813F-HRTimeline
Janney Montgomery Scott LLC1,223,042$115M0.3%-26,38513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …1,160,057$109M0.07%+14,07013F-HRTimelineGroup
Merit Financial Group, LLC1,139,622$107M1.19%+65,59613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,037,313$97.4M0.23%+212,24313F-HRTimelineGroup
Asset Management One Co., Ltd.962,798$90.4M0.28%-35,57513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC960,195$90.2M1.51%+18,48413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …975,687$87.6M0.21%013F-HRTimelineGroup
Sensible Financial Planning & Managemen…738,128$69.3M13.16%+48,49513F-HRTimeline
EVOKE WEALTH, LLC704,392$66.1M1.55%+28,20513F-HRTimeline
NorthCoast Asset Management LLC703,159$66M0.28%-63,23413F-HRTimeline
Avidian Wealth Enterprises, LLC685,940$64.4M2.62%+27,39413F-HRTimeline
ALLIANCEBERNSTEIN L.P.675,910$63.5M0.02%+11,06413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding658,152$61.8M+30,600Timeline
Mill Creek Capital Advisors, LLC657,253$61.7M1.37%+140,30413F-HRTimeline
NewEdge Advisors, LLC649,770$61M0.31%+49,63513F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding642,448$60.3M+275,117Timeline
COMMONWEALTH EQUITY SERVICES, LLC641,703$60.2M0.08%+68,33413F-HRTimeline
CIBC Asset Management Inc625,969$58.8M0.18%+49,67813F-HRTimeline
ROCKLAND TRUST CO601,543$56.5M2.75%+3,09713F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM600,000$56.3M0.29%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE584,393$54.9M0.07%+12,38413F-HRTimelineGroup
Willis Johnson & Associates, Inc.579,796$54.4M3.7%+12,46913F-HRTimeline
NOTTINGHAM ADVISORS, INC.567,701$53.3M7.91%+45,78613F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…550,000$51.6M0.2%013F-HRTimelineGroup
Constellation Investments, Inc.548,000$51.5M2.38%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.525,871$49.4M0.09%+163,77913F-HR/ATimelineGroup
Korea Investment CORP500,000$46.9M0.1%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding492,986$46.3M-50,390Timeline
Lutz Financial Services LLC490,415$46M3.58%+8,81613F-HRTimeline
SkyView Investment Advisors, LLC489,413$45.8M6.56%+3,76313F-HRTimeline
AE Wealth Management LLC470,728$44.2M0.32%+33,74913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\462,897$43.5M0.05%-12,95213F-HRTimelineGroup
Foundations Investment Advisors, LLC449,204$42.2M0.67%+58,87113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP439,274$41.2M0.05%+24,81613F-HR/ATimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…433,948$40.7M0.67%+9,76013F-HRTimelineGroup
Stockman Wealth Management, Inc.423,876$39.8M5.41%+125,80313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP398,864$37.4M0.01%+3,66613F-HRTimelineGroup
Strategic Wealth Partners, Ltd.397,392$37.3M2.94%13F-HRTimeline
Cambridge Investment Research Advisors,…389,283$36.5M0.11%+70,84913F-HRTimeline
CONNING INC.in group CONNING INC.387,672$36.4M1.25%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC387,647$36.4M0.47%+347,46713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC370,355$34.8M0.01%-8,41213F-HRTimelineGroup
FMR LLCin group FMR LLC366,977$34.5M<0.01%-31,34313F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC350,637$32.9M0.39%-5,04013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC346,384$32.5M1.4%+16,17913F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI338,060$31.7M0.25%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…335,939$31.5M0.07%+73,82013F-HR/ATimelineGroup
Bangor Savings Bank330,790$31.1M2.78%+3,63813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources320,799$30.1M0.01%+9,74913F-HRTimelineGroup
CONNABLE OFFICE INC318,617$29.9M2.96%+42,67213F-HRTimeline
Sanctuary Advisors, LLC312,703$29.4M0.18%+8,21013F-HRTimeline
Integrated Wealth Concepts LLC307,598$28.9M0.29%+58,02913F-HRTimeline
Hilton Capital Management, LLC306,071$28.7M2.29%-526,15713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC303,832$28.5M0.75%+13,35413F-HRTimelineGroup
Dakota Wealth Management300,740$28.2M0.59%+83,68613F-HRTimeline
Clearwater Capital Advisors, LLC299,845$28.2M2.57%+3,31313F-HRTimeline
Kingsview Wealth Management, LLC297,557$27.9M0.47%+10,96813F-HRTimeline
Talon Private Wealth, LLC290,122$27.2M3.75%-51,17513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management289,984$27.2M0.36%-66913F-HRTimelineGroup
Modera Wealth Management, LLC288,520$27.1M0.34%+2,31213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC288,361$27.1M0.38%-2,25113F-HRTimeline
JB Capital LLC286,448$26.9M1.3%+15,51113F-HRTimeline
CABOT WEALTH MANAGEMENT INC284,487$26.7M3.18%-26,84113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.282,875$26.6M0.05%+25,08213F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.278,570$26.2M0.05%+53,60013F-HRTimelineGroup
Northside Capital Management, LLC265,731$24.9M1.9%+43,42313F-HRTimeline
Acorns Advisers, LLC253,551$23.8M0.2%-41,15713F-HRTimeline
Avanda Investment Management Pte. Ltd.249,458$23.4M13.26%new13F-HRTimeline
Parkside Investments, LLC248,361$23.3M3.17%+95,39813F-HRTimeline
Meridian Wealth Partners, LLC247,604$23.2M3.37%+16,48113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise243,850$22.9M0.93%-40,00013F-HRTimelineGroup
ARVEST INVESTMENTS, INC.243,525$22.9M3.44%-75013F-HRTimeline
Galvin, Gaustad & Stein, LLC242,135$22.7M1.96%+4,23213F-HRTimeline
Carnegie Investment Counsel241,333$22.7M0.46%+10,05613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC234,321$22M0.86%+12,73213F-HRTimelineGroup
Private Advisor Group, LLC233,556$21.9M0.12%+7,89913F-HRTimeline
INTEGRITY ALLIANCE, LLC.229,563$21.6M1.18%-83,54413F-HRTimeline
RWA WEALTH PARTNERS, LLC222,910$20.9M0.26%-1,192,72513F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC221,614$20.8M2.27%new13F-HRTimeline
HighTower Advisors, LLC217,118$20.4M0.03%+3,13813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP216,669$20.3M1.47%+89,11613F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP215,945$20.3M0.84%new13F-HRTimeline
Horst & Graben Wealth Management LLC215,728$20.3M3.35%-4,18413F-HRTimeline
Centiva Capital, LP214,800$20.2M1.33%new13F-HRTimeline
Kelman-Lazarov, Inc.213,084$20M3.24%+5,70313F-HRTimeline
Mariner, LLCin group Mariner, LLC207,892$19.5M0.03%+2,82813F-HRTimelineGroup
RKL Wealth Management LLC203,761$19.1M1.68%-5,23513F-HRTimeline
Atria Wealth Solutions, Inc.202,581$19M0.43%-108,74413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.200,741$18.8M0.85%+13,41713F-HRTimelineGroup
Advocacy Wealth Management, LLC200,348$18.8M1.15%-4,07813F-HRTimeline
Global Retirement Partners, LLC200,107$18.8M0.47%13F-HRTimeline
CASTLEARK MANAGEMENT LLC196,905$18.5M0.56%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …196,005$18.4M0.03%+1,46613F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.195,188$18.3M9.98%-21,78913F-HRTimeline
Johns Hopkins University193,437$18.2M0.96%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…191,582$17.8M0.03%+3,60713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.189,132$17.8M0.8%+7,10913F-HRTimeline
COURIER CAPITAL LLC187,383$17.6M1.07%+25,65613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…182,302$17.1M0.06%-1,96713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.180,998$17M0.09%+8,13913F-HRTimeline
CFS Investment Advisory Services, LLC179,440$16.8M1.38%+2,13313F-HRTimeline
Sharkey, Howes & Javer179,099$16.8M2.25%+6,96213F-HRTimeline
MAI Capital Management178,918$16.8M0.12%-15913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.178,509$16.8M0.03%+14,41813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding175,789$16.5M+59,314Timeline
AAFMAA Wealth Management & Trust LLC171,993$16.1M6.68%+98,65613F-HRTimeline
Lifeworks Advisors, LLC171,720$16.1M2.4%+9,18013F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…171,179$16.1M0.08%+22,69413F-HRTimelineGroup
NewSquare Capital LLC170,550$16M1.19%-1,23913F-HRTimeline
Atria Investments, Inc166,187$15.6M0.18%-12,91813F-HRTimeline
Financial Advocates Investment Manageme…165,673$15.6M1.27%+11,53613F-HRTimeline
SteelPeak Wealth, LLC163,271$15.3M0.6%+1,82513F-HRTimeline
Austin Private Wealth, LLC162,873$15.3M1.21%+3,55913F-HRTimeline
Vise Technologies, Inc.159,980$15M0.62%13F-HRTimeline
FDx Advisors, Inc.159,777$15M4.58%+5,39713F-HRTimeline
TCW GROUP INCin group TCW GROUP INC159,515$15M0.12%+96213F-HRTimelineGroup
Modern Wealth Management, LLC158,548$14.9M0.37%+2,62313F-HR/ATimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding153,144$14.4M-709,358Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…153,141$14.4M0.42%+22,17913F-HRTimelineGroup
Tandem Wealth Advisors LLC145,662$13.7M6.76%-8,42513F-HRTimeline
Smith Salley Wealth Management142,575$13.4M0.77%+26,76713F-HRTimeline
High Falls Advisors, Inc142,431$13.4M2.96%-2,05213F-HRTimeline
Pictet North America Advisors SA142,234$13.4M1.34%+54,03613F-HRTimeline
Creative Planningin group Creative Planning141,905$13.3M0.01%-13,45713F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC140,933$13.2M0.18%+2,75613F-HRTimeline
Checchi Capital Advisers, LLC139,979$13.1M0.92%-210,67013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.135,242$12.7M3.27%+13,34913F-HRTimeline
Orion Porfolio Solutions, LLC134,094$12.6M0.11%-12,09413F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…133,677$12.6M0.03%-503,20713F-HR/ATimelineGroup
COMERICA BANK132,477$12.4M0.05%+15,20513F-HRTimeline
Manhattan West Asset Management, LLC132,174$12.4M2.87%+9,52613F-HRTimeline
&PARTNERS132,172$12.4M0.1%+75,17113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.131,621$12.4M0.79%-11,50613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding130,664$12.3M+67,344Timeline
Geneos Wealth Management Inc.130,449$12.2M0.3%-75,61013F-HRTimeline
Boltwood Capital Management128,588$12.1M3.43%-5,39713F-HRTimeline
DOHJ, LLC129,231$11.9M3.47%+64,07813F-HRTimeline
Spectrum Investment Advisors, Inc.122,642$11.5M6.68%-11,35613F-HRTimeline
Stone House Investment Management, LLC121,340$11.4M2.09%-2,02013F-HRTimeline
Icon Wealth Advisors, LLC120,954$11.4M0.81%+9,78313F-HRTimeline
Financial Engines Advisors L.L.C.120,582$11.3M0.02%+38,49013F-HRTimeline
Perigon Wealth Management, LLC116,094$10.9M0.25%+3,23313F-HRTimeline
WBH ADVISORY INC115,312$10.8M0.92%+2,60513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…115,149$10.8M0.49%-3,48913F-HRTimelineGroup
IFG Advisory, LLC114,924$10.8M0.54%+27,08313F-HRTimeline
Security Financial Services, INC.114,211$10.7M1.89%+3,32313F-HRTimeline
Cornerstone Management, Inc.112,621$10.6M1.84%-83113F-HRTimeline
Trek Financial, LLC112,449$10.6M0.71%-8,07713F-HRTimeline
Compound Planning, Inc.111,225$10.4M0.39%+12,73013F-HRTimeline
THEORY FINANCIAL LLC112,049$10.4M3.96%+6,82813F-HRTimeline
Farther Finance Advisors, LLC110,060$10.3M0.21%-71,26013F-HRTimeline
Bernardo Wealth Planning LLC107,485$10.1M2.19%+2,13213F-HRTimeline
Triad Wealth Partners, LLC107,237$10.1M2.03%+22,90713F-HRTimeline
CIM, LLC106,650$10M1.35%+2,77313F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co106,470$10M2.32%-3,40013F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC106,087$9.96M3.95%-2,30513F-HRTimeline
One Wealth Advisors, LLC105,334$9.89M1.38%+3,59913F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO104,500$9.81M0.57%+3,38013F-HRTimeline
Hudson Capital Management LLC103,436$9.71M2.75%-48413F-HRTimeline
Rothschild Wealth LLC100,110$9.4M2.31%+3,64013F-HRTimeline