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Disclosery

MBB ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 45 13F filers report a position in MBB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,711,063$153M1.83%+166,59413F-HRTimeline
ROCKLAND TRUST CO663,553$59.5M2.28%+22,85213F-HRTimeline
Avidian Wealth Enterprises, LLC439,200$39.4M1.1%-9,64213F-HRTimeline
Bangor Savings Bank429,111$38.5M2.93%+7,09913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC290,234$26M0.44%-13,29413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…220,982$19.8M2.82%+218,00113F-HRTimeline
Galvin, Gaustad & Stein, LLC191,296$17.1M1.29%-4,82613F-HRTimeline
Boltwood Capital Management147,239$13.2M2.98%+7,95413F-HRTimeline
McNaughton Wealth Management, LLC59,347$5.32M1.86%-10,85013F-HRTimeline
Farther Finance Advisors, LLC58,541$5.25M0.04%-56,10213F-HRTimeline
Monument Capital Management56,820$5.09M1.06%+4,24013F-HRTimeline
Insight Wealth Strategies, LLC49,492$4.44M0.44%+1,57713F-HRTimeline
Balefire, LLC26,435$2.37M0.37%+7,17913F-HRTimeline
Venture Visionary Partners LLC26,263$2.35M0.06%-7,52313F-HRTimeline
Intelligence Driven Advisers, LLC26,218$2.35M0.41%+11,47313F-HRTimeline
Invariant Investment Management20,504$1.83M1.06%+52813F-HRTimeline
Rosenberg Matthew Hamilton19,603$1.76M0.31%+3,35013F-HRTimeline
SAPIENT CAPITAL LLC19,088$1.71M0.02%-2,06513F-HRTimeline
BOS Asset Management, LLC17,426$1.56M0.36%+4913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,770$1.05M0.07%-71413F-HRTimeline
Acropolis Investment Management, LLC11,035$989K0.04%+9,80513F-HRTimeline
Cassilly Financial Group LLC10,549$945K0.63%-17,40813F-HRTimeline
Montecito Bank & Trust10,088$904K0.14%-34013F-HRTimeline
FC Advisory LLC9,178$823K0.22%+20113F-HRTimeline
Central Pacific Bank - Trust Division7,941$712K0.07%+6713F-HRTimeline
Cooper Financial Group7,492$671K0.05%-9013F-HRTimeline
Successful Portfolios LLC6,905$615K0.28%+29113F-HRTimeline
Sound Income Strategies, LLC4,925$442K0.02%-1,33713F-HRTimeline
Delta Wealth Advisors LLC3,832$343K0.24%+1013F-HRTimeline
Apella Capital, LLC3,499$312K<0.01%-41513F-HRTimeline
Whalen Wealth Management Inc.3,431$307K0.13%-25,53913F-HRTimeline
Financial Enhancement Group LLC3,404$304K0.03%-45713F-HRTimeline
CENTRAL BANK & TRUST CO2,931$263K0.04%-1,47713F-HRTimeline
Valeo Financial Advisors, LLC2,919$262K0.01%+3713F-HRTimeline
Tactive Advisors, LLC2,908$261K0.06%-7013F-HRTimeline
CoreCap Advisors, LLC2,525$226K0.01%-11,84813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP795$71.2K0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.741$66.4K0.01%new13F-HRTimeline
EASTERN BANK215$19.3K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC132$11.8K0.01%-4213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP68$6.09K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB62$5.56K<0.01%+3413F-HRTimeline
MJT & Associates Financial Advisory Gro…39$3.5K<0.01%013F-HRTimeline
GK Wealth Management LLC24$2.15K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC11$1.01K<0.01%-11,50613F-HRTimeline