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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,207,297$6.29B0.46%-4,842,76313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,143,199$3.52B0.24%+2,052,84013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding30,834,954$2.93B+2,773,015Timeline
LPL Financial LLC27,984,290$2.66B0.71%+81,12113F-HRTimeline
UBS Group AGgroup of 2 filers holding26,136,552$2.48B+22,758,042Timeline
TIAAgroup of 3 filers holding22,174,819$2.1B-3,835,967Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,191,448$1.25B0.29%-1,461,15513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,792,188$1.02B0.06%+939,82613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,779,539$549M0.74%+1,842,15513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,707,598$352M0.32%+8,27713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,425,563$325M0.14%+542,03913F-HRTimelineGroup
Allworth Financial LP3,330,589$316M1.29%+38,89413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,106,470$295M0.17%+106,14413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,711,021$257M0.05%-5,64413F-HR/ATimelineGroup
State of Tennessee, Department of Treas…2,478,109$235M0.79%-8,76313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,474,044$235M12.11%-290,66113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,314,725$220M0.04%+201,35413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,222,389$211M<0.01%-28,21813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,194,447$208M0.19%+108,36113F-HRTimelineGroup
Cetera Investment Advisers2,026,264$192M0.2%+44,83713F-HRTimeline
Composition Wealth, LLC2,023,823$192M2.64%+227,77213F-HRTimeline
CWM, LLCin group CWM, LLC1,927,060$183M0.48%+16,95013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,912,803$182M0.06%-2,480,62713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,912,114$182M2.66%+847,51013F-HRTimeline
OneDigital Investment Advisors LLC1,778,596$169M1.65%+142,82213F-HRTimeline
Dynasty Wealth Management, LLC1,760,337$167M1.46%+303,26113F-HRTimeline
Richard Bernstein Advisors LLC1,648,703$157M4.54%+1,648,69313F-HRTimeline
Quotient Wealth Partners, LLC1,628,093$155M4.07%+253,79413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,596,964$152M0.24%+98,16113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,537,894$146M0.05%+116,48513F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,462,193$139M1.9%new13F-HRTimeline
Janney Montgomery Scott LLC1,460,265$139M0.34%+111,46213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,422,567$135M0.83%+66,87113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,412,423$134M0.37%-334,15013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,408,747$134M0.03%+23,50613F-HRTimelineGroup
Merit Financial Group, LLC1,363,626$129M0.96%+92,54113F-HRTimeline
Bridgewater Associates, LP1,360,000$129M0.58%-15,40013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,330,985$126M0.99%+7,35413F-HRTimelineGroup
Asset Management One Co., Ltd.1,154,212$110M0.32%+141,05613F-HRTimeline
HANCOCK WHITNEY CORP1,142,458$108M1.88%+2,52813F-HRTimeline
Blue Trust, Inc.1,010,090$95.9M1.1%-294,98313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…933,883$88.7M0.25%-604,65213F-HR/ATimelineGroup
EVOKE WEALTH, LLC886,160$84.1M1.55%+49,37413F-HRTimeline
Fisher Asset Management, LLC882,651$83.8M0.03%-173,20313F-HRTimeline
Beacon Pointe Advisors, LLC877,630$83.3M0.44%+26,44413F-HRTimeline
ALLIANCEBERNSTEIN L.P.826,002$78.7M0.03%+57,78713F-HRTimeline
NewEdge Advisors, LLC817,242$77.6M0.28%+51,20413F-HR/ATimeline
Avidian Wealth Enterprises, LLC804,256$76.4M2.42%+61,06913F-HRTimeline
NOTTINGHAM ADVISORS, INC.795,251$75.5M9.72%+114,88113F-HRTimeline
Mill Creek Capital Advisors, LLC767,705$72.9M1.5%+21,12013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC735,531$69.8M0.54%+47,35713F-HRTimeline
NorthCoast Asset Management LLC709,796$67.4M1.56%+62,89913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC687,576$65.3M0.09%+11,81113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …685,590$65.1M0.04%+46,93713F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC674,586$64.1M8.84%+667,15913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE669,011$63.5M0.07%-39,33713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding664,076$63.1M-99,518Timeline
Lutz Financial Services LLC631,850$60M4.03%+34,26913F-HRTimeline
Willis Johnson & Associates, Inc.613,305$58.2M3.4%+7,87313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP612,593$57.6M0.08%+226,34613F-HRTimelineGroup
ROCKLAND TRUST CO604,597$57.4M2.3%+14,08313F-HRTimeline
Dakota Wealth Management603,613$57.3M1.24%+57,25813F-HR/ATimeline
STATE OF MICHIGAN RETIREMENT SYSTEM600,000$57M0.3%013F-HRTimeline
AE Wealth Management LLC590,739$56.1M0.3%+18,42813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…561,646$53.3M0.12%+348,19713F-HRTimeline
Clarity Financial LLC560,574$53.2M5.79%new13F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…523,700$49.7M10.93%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.512,270$48.7M0.07%+15,34313F-HRTimelineGroup
SkyView Investment Advisors, LLC503,661$47.8M6.43%-5,13913F-HRTimeline
Foundations Investment Advisors, LLC500,518$47.5M0.59%+51,04813F-HRTimeline
Korea Investment CORP500,000$47.5M0.1%013F-HRTimeline
Constellation Investments, Inc.495,924$47.1M1.56%013F-HRTimeline
Strategic Wealth Partners, Ltd.485,919$46.1M3.2%+19,12813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …477,622$45.4M0.05%-455,36513F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…471,752$44.8M0.91%+18,21013F-HRTimelineGroup
NorthRock Partners, LLC466,390$44.3M0.71%+10,52913F-HRTimeline
Cambridge Investment Research Advisors,…457,560$43.4M0.11%+49,10113F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…450,000$42.7M0.16%013F-HRTimelineGroup
Ocean Park Asset Management, LLC442,207$42M2.43%+17,87213F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…435,566$41.3M0.08%-13,08913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC418,226$39.7M1.57%+24,75213F-HRTimelineGroup
Stockman Wealth Management, Inc.397,518$37.7M4.17%-152,21313F-HRTimeline
Bangor Savings Bank393,454$37.4M2.99%+14,63113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.391,343$37.2M0.06%+54,51513F-HRTimelineGroup
CONNING INC.in group CONNING INC.387,672$36.8M1.22%013F-HRTimelineGroup
Kingsview Wealth Management, LLC384,249$36.5M0.5%+161,77613F-HRTimeline
Northside Capital Management, LLC371,556$35.3M3.1%+79,19713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding370,956$35.2M+88,246Timeline
FRANKLIN RESOURCES INCin group Franklin Resources361,078$34.3M0.01%+23,35313F-HRTimelineGroup
FMR LLCin group FMR LLC356,352$33.8M<0.01%+4,72213F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.355,220$33.7M0.05%+115,97913F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC351,174$33.3M3.83%+15,94013F-HRTimeline
Parkside Investments, LLC350,288$33.3M4.04%+5,47513F-HRTimeline
NAN FUNG TRINITY (HK) LTD349,200$33.2M3.64%013F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI338,060$32.1M0.25%013F-HRTimelineGroup
JB Capital LLC333,020$31.6M1.28%+14,53513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC332,934$31.6M0.49%-11,75613F-HRTimeline
Sanctuary Advisors, LLC327,194$31.1M0.17%+12,34813F-HRTimeline
Clearwater Capital Advisors, LLC325,036$30.9M2.49%+13,77113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…323,110$30.7M0.05%+6,94613F-HRTimelineGroup
Prestige Wealth Management Group LLC316,041$30M5.89%+314,29113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management315,815$30M0.34%+7,38713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\313,324$29.8M0.04%-187,66913F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…312,138$29.6M0.35%+47,29313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC302,215$28.7M<0.01%-31,59113F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…299,894$28.5M0.01%+5,31913F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…295,766$28.1M0.07%-8,59013F-HRTimelineGroup
Modera Wealth Management, LLC295,435$28.1M0.34%+1,90513F-HRTimeline
Independent Advisor Alliance289,131$27.5M0.29%+253,14713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC288,589$27.4M0.04%+107,67713F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.281,068$26.7M1.02%+16,02313F-HRTimeline
Meridian Wealth Partners, LLC280,334$26.6M3.65%+12,07413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC277,250$26.3M0.91%+19,21513F-HRTimelineGroup
Acorns Advisers, LLC276,788$26.3M0.2%+1313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.262,949$24.9M0.03%13F-HRTimelineGroup
Talon Private Wealth, LLC257,501$24.4M3.25%13F-HRTimeline
Carnegie Investment Counsel256,676$24.4M0.48%+4,00013F-HRTimeline
Kelman-Lazarov, Inc.249,955$23.7M3.4%+5,61013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC249,332$23.7M4.29%+20,28013F-HRTimeline
HighTower Advisors, LLC239,721$22.8M0.02%+10,35613F-HRTimeline
Horst & Graben Wealth Management LLC236,182$22.5M3.08%+9,21213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …235,771$22.4M0.44%+75,18913F-HRTimelineGroup
COURIER CAPITAL LLC233,967$22.2M1.24%+15,54213F-HR/ATimeline
Estate Counselors, LLC232,819$22.1M1.97%+116,25413F-HRTimeline
Private Advisor Group, LLC230,583$21.9M0.1%-6,18413F-HRTimeline
Manhattan West Asset Management, LLC229,499$21.8M4.26%+33,87913F-HRTimeline
Advocacy Wealth Management, LLC228,920$21.7M0.96%+10,74913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.228,370$21.7M0.79%-5,56713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC225,629$21.4M0.03%+12,05713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.221,906$21.1M0.86%+5,24013F-HRTimeline
Financial Engines Advisors L.L.C.221,272$21M0.04%+25,01313F-HRTimeline
ARVEST INVESTMENTS, INC.219,863$20.9M2.85%-5,98513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise216,000$20.5M0.77%-35,00013F-HRTimelineGroup
Triad Wealth Partners, LLC214,833$20.4M1.62%+63,83413F-HRTimeline
Vestmark Advisory Solutions, Inc.210,498$20M0.22%+125,69613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP209,835$19.9M<0.01%+21,69513F-HRTimelineGroup
Vise Technologies, Inc.207,511$19.8M0.39%013F-HRTimeline
Galvin, Gaustad & Stein, LLC206,612$19.6M1.57%-16,78213F-HRTimeline
TCW GROUP INCin group TCW GROUP INC205,827$19.5M0.15%+3,36613F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC204,235$19.4M0.64%013F-HRTimeline
Sharkey, Howes & Javer204,183$19.4M2.61%+7,62613F-HRTimeline
MAI Capital Management203,790$19.3M0.11%+8,41413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC196,999$18.7M0.02%new13F-HRTimelineGroup
STANSBERRY ASSET MANAGEMENT, LLC195,885$18.6M1.91%+43,31313F-HRTimeline
MANNING & NAPIER ADVISORS LLC195,078$18.5M0.26%-28,74713F-HRTimeline
Johns Hopkins University193,437$18.4M1.33%013F-HRTimeline
SteelPeak Wealth, LLC190,554$18.1M0.57%+14,83313F-HRTimeline
RKL Wealth Management LLC190,282$18.1M1.63%-14,99213F-HRTimeline
CFS Investment Advisory Services, LLC186,205$17.8M1.23%-1,30213F-HRTimeline
Lifeworks Advisors, LLC186,396$17.7M2.27%-1,68113F-HRTimeline
Modern Wealth Management, LLC185,341$17.5M0.3%+39,03413F-HRTimeline
Atria Investments, Inc183,317$17.4M0.19%+9,28813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding178,868$17M+169,679Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…178,128$16.9M0.06%-2,58813F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP177,775$16.9M0.18%-126,27813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.176,215$16.7M0.97%+104,47513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …175,119$16.6M0.95%+26,91513F-HRTimeline
Integrated Wealth Concepts LLC169,338$16.1M0.13%-115,42013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…166,806$15.8M4.36%+82,54513F-HRTimelineGroup
BlueSky Wealth Advisors, LLC165,545$15.7M2.02%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP164,835$15.7M0.01%-2,33713F-HRTimelineGroup
Smith Salley Wealth Management164,662$15.6M0.79%+9,93013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC162,082$15.4M0.03%-1,77713F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC161,108$15.2M0.19%+8,51213F-HRTimeline
Heck Capital Advisors, LLC160,004$15.2M1.13%-3,53113F-HRTimeline
Geneos Wealth Management Inc.156,532$14.9M0.34%+41,03013F-HRTimeline
Trek Financial, LLC150,076$14.2M0.76%+15,43613F-HRTimeline
&PARTNERS149,992$14.2M0.07%-18,64313F-HRTimeline
RWA WEALTH PARTNERS, LLC149,301$14.2M0.16%-12,57213F-HRTimeline
Checchi Capital Advisers, LLC147,860$14M0.96%+2,55313F-HRTimeline
Meteora Capital, LLC146,600$13.9M1.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…145,744$13.8M0.38%+20,27513F-HRTimelineGroup
Compass Wealth Management, LLC/GA144,011$13.7M5.84%+3,99413F-HRTimeline
Impact Partnership Wealth, LLC143,460$13.6M1.68%+58,58313F-HRTimeline
Bernardo Wealth Planning LLC141,939$13.5M2.64%+5,61513F-HRTimeline
Stone House Investment Management, LLC140,897$13.4M2.4%+5,56013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding139,666$13.3M+14,894Timeline
MLG Wealth Management DBA Pine Grove Fi…139,251$13.2M1.54%+7,63213F-HRTimeline
Cornerstone Management, Inc.138,932$13.2M2.1%+9,53713F-HRTimeline
Icon Wealth Advisors, LLC137,156$13M0.84%+6,80813F-HRTimeline
NewSquare Capital LLC135,925$12.9M1.12%+30213F-HRTimeline
iA Global Asset Management Inc.135,000$12.8M0.18%new13F-HRTimeline
Spectrum Investment Advisors, Inc.134,513$12.8M6.35%+7,48513F-HRTimeline
Boltwood Capital Management134,437$12.8M3.26%+3,76013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.130,819$12.5M0.08%+13,75613F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…128,832$12.2M0.06%+63,69813F-HRTimelineGroup
Rothschild Wealth LLC128,119$12.2M1.1%+10,33613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC127,545$12.1M0.01%new13F-HRTimelineGroup
Security Financial Services, INC.127,443$12.1M1.91%+1,22913F-HRTimeline
Tandem Wealth Advisors LLC126,557$12M5.36%-49,50113F-HRTimeline
One Wealth Advisors, LLC126,153$12M1.49%+3,44813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC122,724$11.7M0.25%+15,06613F-HRTimelineGroup
HRT FINANCIAL LP122,235$11.6M0.03%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC121,088$11.5M0.02%+2,37713F-HRTimelineGroup
Westover Capital Advisors, LLC119,668$11.4M2.09%+81713F-HRTimeline
Perigon Wealth Management, LLC118,052$11.2M0.2%-2,03013F-HRTimeline
FDx Advisors, Inc.117,929$11.2M3.57%+3,44713F-HRTimeline
Kelly Financial Services LLC118,179$11.2M2.7%+7,72513F-HRTimeline
AAFMAA Wealth Management & Trust LLC115,779$11M4.26%-2,71013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…114,489$10.9M0.33%+1,62613F-HR/ATimelineGroup