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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,513 managers (1,528 13F filers) reported a position in MUB shares at 2024-12-31, 339,927,035 shares in all. 96 filers opened a position and 73 filers sold out during the quarter.

Managers
1,513
13F filers
1,528
New
96
Added
657
Reduced
467
Sold out
73
Shares held by filers
339,927,035

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Symmetry Partners, LLC148,038$15.8M2.24%+82,17913F-HRTimeline
Crewe Advisors LLC146,477$15.6M2.15%+5,95713F-HRTimeline
HBC Financial Services, PLLC143,173$15.3M9.35%+10,06213F-HRTimeline
RMR Wealth Builders142,485$15.2M1.57%-7,82713F-HR/ATimeline
Elm Partners Management LLC139,749$14.9M1.02%+8,33213F-HRTimeline
Centiva Capital, LP138,811$14.8M0.56%-661,18913F-HRTimeline
Advisory Services Network, LLC137,086$14.6M0.27%+1,47413F-HRTimeline
Sigma Planning Corp132,706$14.1M0.44%-12,20613F-HRTimeline
Alley Investment Management Company, LLC132,201$14.1M1.78%+5,68613F-HRTimeline
Towercrest Capital Management131,678$14M2.27%+17,14913F-HRTimeline
North Star Investment Management Corp.131,460$14M0.98%+36,90913F-HRTimeline
Fragasso Financial Advisors Inc130,922$13.9M1.06%-4,19113F-HRTimeline
Janney Montgomery Scott LLC130,907$13.9M0.04%-5,71213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources130,082$13.9M<0.01%+17,14713F-HRTimelineGroup
Clearstead Advisors, LLC129,695$13.8M0.21%+6,42713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding128,911$13.7M+13,538Timeline
Sand Hill Global Advisors, LLC128,687$13.7M0.58%+5,83813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding129,262$13.7M+11,371Timeline
&PARTNERS127,441$13.6M0.16%+29,60413F-HRTimeline
NewEdge Wealth, LLC127,487$13.6M0.24%+27,67713F-HRTimeline
Independent Advisor Alliance127,351$13.6M0.18%+122,71013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.126,305$13.5M0.32%-39513F-HRTimelineGroup
Resonant Capital Advisors, LLC126,265$13.5M0.98%+11,39913F-HRTimeline
Summit Financial, LLC125,890$13.4M0.47%+7,07113F-HRTimeline
Parkside Investments, LLC124,800$13.3M1.99%-50013F-HRTimeline
Revolve Wealth Partners, LLC124,193$13.2M1.97%+11,98913F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…121,464$12.9M0.45%+6,53213F-HRTimelineGroup
Rinkey Investments118,085$12.6M4.03%-84013F-HRTimeline
Graypoint LLC116,562$12.4M0.75%+11,29113F-HRTimeline
Skyline Advisors, Inc.116,275$12.4M4.81%+18,44513F-HRTimeline
Waverly Advisors, LLC114,697$12.2M0.19%-48613F-HRTimeline
GAMMA Investing LLC114,407$12.2M1.04%+13,83813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co114,101$12.2M0.16%-18913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO113,533$12.1M0.22%-45,97713F-HRTimeline
Rehmann Capital Advisory Group112,450$12M0.76%+68,78113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…112,364$12M2.03%+2,66813F-HRTimeline
Brooklyn FI, LLC111,300$11.9M3.94%+2,55113F-HR/ATimeline
Heartwood Wealth Advisors LLC110,990$11.8M1.33%+80613F-HRTimeline
Essential Planning, LLC.108,265$11.6M0.08%new13F-HRTimeline
Veery Capital, LLC109,016$11.6M4.45%+6,10213F-HRTimeline
Integrated Advisors Network LLC108,666$11.6M0.56%+22,79713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …108,460$11.6M0.02%+95,22113F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC108,020$11.5M3.2%+14,85813F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC107,872$11.5M12.89%13F-HR/ATimeline
Apeiron RIA LLC107,542$11.5M3.21%+3,81913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC107,256$11.4M1.03%+4,55013F-HRTimeline
Aptus Capital Advisors, LLC107,227$11.4M0.14%+42,03813F-HRTimeline
Horizon Investments, LLC107,147$11.4M0.33%+4,58213F-HRTimeline
Manhattan West Asset Management, LLC106,772$11.4M3.07%+7,23413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp106,167$11.3M0.71%+10,11813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.106,556$11.3M0.02%+63813F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.104,034$11.1M1.16%+6,85913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC103,316$11M1.08%+14,66313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC102,474$10.9M1.03%+11,92513F-HRTimeline
NorthCoast Asset Management LLC102,375$10.9M0.05%-1,15313F-HR/ATimeline
Black Diamond Financial, LLC102,064$10.9M1.63%+37,73113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\100,772$10.7M<0.01%+10,22713F-HR/ATimelineGroup
Dakota Wealth Management100,591$10.7M0.25%+2,64313F-HRTimeline
Atria Investments, Inc99,767$10.6M0.13%-1,76813F-HRTimeline
Clarity Asset Management, Inc.98,435$10.5M6.83%+1,59913F-HRTimeline
Private Wealth Management Group, LLC97,135$10.3M3.96%-13,46513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC97,030$10.3M0.02%-205,57013F-HRTimeline
SIMPLEX TRADING, LLC96,654$10.3M0.29%-4,69913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC96,021$10.2M1.92%+3,06813F-HRTimeline
25 LLC95,568$10.2M4.31%-4,84513F-HRTimeline
Cook Wealth, LLC95,058$10.1M4.73%+2,00313F-HRTimeline
Lindenwold Advisors, INC93,159$9.93M5.3%-19,66413F-HRTimeline
PDS Planning, Inc92,634$9.87M0.88%+5,65313F-HRTimeline
Martel Wealth Advisors LLC92,320$9.84M1.92%+2,34013F-HRTimeline
BCO Wealth Management LLC92,284$9.83M8.18%13F-HRTimeline
Weitzel Financial Services, Inc.91,332$9.75M4.59%+2,35613F-HRTimeline
BAILARD, INC.90,215$9.61M0.25%-153,96013F-HRTimeline
ALBION FINANCIAL GROUP /UT88,678$9.45M0.65%+8,60113F-HRTimeline
Smith & Howard Wealth Management, LLC87,972$9.37M2.65%-22713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…87,715$9.35M3.57%-4,13613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC87,282$9.3M0.07%-10,06813F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC87,176$9.29M3.94%+13,12413F-HRTimeline
Horiko Capital Management LLC86,550$9.22M2.66%+21,50013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…86,170$9.18M1.26%+20,75013F-HRTimelineGroup
Hudock, Inc.85,384$9.1M1.59%+51813F-HRTimeline
GM Advisory Group, LLC85,300$9.09M0.5%-2,05513F-HRTimeline
Harbor Group, Inc.84,850$9.04M2.03%-39013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC84,391$8.99M3.34%+2,49113F-HRTimeline
CWA Asset Management Group, LLC84,349$8.99M0.45%+10,47713F-HRTimeline
Moss Adams Wealth Advisors LLC83,735$8.92M0.94%+1,23113F-HRTimeline
Regal Investment Advisors LLC83,692$8.92M0.67%+7,92413F-HRTimeline
Aquire Wealth Advisors, LLC83,437$8.89M2.75%+5,00613F-HRTimeline
Robertson Stephens Wealth Management, L…82,747$8.82M0.31%+32,58513F-HRTimeline
Opus Capital Group, LLC82,213$8.76M1.11%-4,76413F-HRTimeline
Ackerman Capital Advisors, LLC82,061$8.74M2.29%+8,62113F-HRTimeline
RFG Advisory, LLC80,070$8.53M0.24%+4,85113F-HRTimeline
Ashton Thomas Private Wealth, LLC79,263$8.45M0.33%+67,43913F-HRTimeline
Valmark Advisers, Inc.79,009$8.42M0.13%+12,26313F-HRTimeline
Focus Financial Network, Inc.78,833$8.4M0.33%-1,36913F-HRTimeline
Granite Harbor Advisors, Inc.78,109$8.32M4.6%+10,14113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC77,746$8.28M4.2%13F-HRTimeline
Global Wealth Strategies & Associates76,274$8.13M2.54%+4,62113F-HRTimeline
Stephens Consulting, LLC75,708$8.07M2.02%-26113F-HRTimeline
ADE, LLC74,743$7.96M4.89%-2,21713F-HRTimeline
Ironwood Wealth Management, LLC.74,601$7.95M2.47%+16813F-HRTimeline
Bragg Financial Advisors, Inc74,364$7.92M0.32%+2,19613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management73,818$7.87M0.11%-2,09713F-HRTimelineGroup
Acropolis Investment Management, LLC73,616$7.84M0.46%+23,50913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…73,585$7.83M0.02%+2,66313F-HR/ATimeline
Alliance Wealth Management Group72,790$7.76M2.08%+16,33513F-HRTimeline
Kingsview Wealth Management, LLC72,525$7.73M0.15%+21,33813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP72,461$7.72M0.11%+11,76413F-HRTimeline
Equita Financial Network, Inc.71,748$7.64M2.76%-72713F-HRTimeline
Oakwell Private Wealth Management, LLC71,164$7.58M2.13%-91713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.70,783$7.54M1.22%+5,27913F-HRTimeline
FSM Wealth Advisors, LLC71,090$7.53M1.84%+12,52313F-HRTimeline
Strategic Blueprint, LLC70,422$7.5M0.45%+3,80813F-HRTimeline
Mayflower Financial Advisors, LLC70,216$7.48M1.12%+2,48913F-HRTimeline
Advus Financial Partners, LLC69,978$7.46M3.19%+8,12713F-HR/ATimeline
Burt Wealth Advisors69,089$7.36M1.87%-7913F-HRTimeline
Savvy Advisors, Inc.68,962$7.35M0.88%+33,46613F-HRTimeline
MOLLER WEALTH PARTNERS68,664$7.32M1.92%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC68,227$7.27M0.01%-20,28413F-HRTimelineGroup
WealthShield Partners, LLC68,047$7.25M1.03%-15,42913F-HRTimeline
CGN Advisors LLC67,279$7.17M0.7%+2,68913F-HRTimeline
Waterloo Capital, L.P.67,269$7.17M0.76%+25,61613F-HRTimeline
May Hill Capital, LLC67,170$7.16M2.77%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…88,096$7.16M0.4%+2,54413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC67,077$7.15M0.1%+93013F-HRTimeline
Raub Brock Capital Management LP66,875$7.13M1.51%+49513F-HRTimeline
Legacy Financial Strategies, LLC66,420$7.09M1.53%-1,66313F-HRTimeline
RFP Financial Group LLC66,019$7.03M2.74%-7,10713F-HRTimeline
High Falls Advisors, Inc65,979$7.03M1.63%-2,17013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding65,829$7.01M+16,005Timeline
McAdam, LLC65,825$7.01M0.38%+84813F-HRTimeline
HANCOCK WHITNEY CORP65,789$7.01M0.22%+25,52113F-HRTimeline
FOSTER & MOTLEY INC65,709$7M0.46%+56913F-HRTimeline
Wrenne Financial Planning LLC65,678$7M3.98%+11,69113F-HRTimeline
Stone House Investment Management, LLC65,641$6.99M1.78%-5,05113F-HRTimeline
Seaside Wealth Management, Inc.65,064$6.93M2.54%+2,57813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…64,732$6.9M0.3%-3713F-HRTimeline
DRAVO BAY LLC64,281$6.85M3.32%+11,32413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC64,195$6.84M0.69%-7,17513F-HRTimeline
GenTrust, LLC63,444$6.76M0.29%-5,73513F-HRTimeline
Atlatl Advisers LLC63,384$6.75M3.96%13F-HRTimeline
Pines Wealth Management, LLC63,314$6.69M2.91%13F-HRTimeline
INVENIO WEALTH PARTNERS LLC62,474$6.66M2.79%+4,32013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC62,224$6.63M2.59%+2,17713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.61,879$6.59M0.61%+63913F-HRTimelineGroup
Biltmore Family Office, LLC61,602$6.56M1.1%+59013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC61,437$6.55M0.51%+2,05213F-HRTimeline
Dogwood Wealth Management LLC60,879$6.49M3.43%-22513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC60,516$6.45M0.29%+1,31113F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC60,461$6.44M0.46%-1,05713F-HRTimeline
Keebeck Wealth Management60,244$6.42M0.93%+3,40513F-HRTimeline
Smithfield Trust Co60,198$6.42M0.32%-64213F-HRTimeline
Astoria Strategic Wealth, Inc.60,201$6.41M1.91%new13F-HRTimeline
Capital Investment Services of America,…59,879$6.38M0.61%+25013F-HRTimeline
IMPACTfolio, LLC59,808$6.37M3.31%+7,72213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP59,485$6.34M<0.01%+5,23313F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.59,296$6.32M2.33%-4,82513F-HRTimeline
Trinity Wealth Management, LLC58,835$6.27M2.84%+4,16013F-HRTimeline
Exchange Bank58,617$6.25M5.02%+22,93013F-HRTimeline
Legacy Private Trust Co.58,169$6.2M0.41%+4,98613F-HRTimeline
Compound Planning, Inc.56,203$5.99M0.3%+49,48613F-HRTimeline
Cannon Financial Strategists, Inc.55,867$5.95M1.02%-10813F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…55,857$5.95M0.59%+36,03513F-HRTimeline
K2 Financial Inc.56,421$5.95M5.92%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC54,853$5.84M0.22%-1,16813F-HRTimeline
Merit Financial Group, LLC54,621$5.82M0.1%+5,59313F-HRTimeline
Traveka Wealth, LLC54,652$5.82M3.21%-4,32513F-HRTimeline
LPWM LLC54,384$5.79M1.86%-4,52313F-HRTimeline
Vannoy Advisory Group, Inc.54,183$5.77M4.29%+2,54613F-HRTimeline
Passive Capital Management, LLC.54,025$5.76M2.03%-5,80413F-HRTimeline
Connecticut Wealth Management, LLC53,787$5.73M0.28%-2,21313F-HRTimeline
First National Trust Co53,649$5.72M0.21%-7,20413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC53,522$5.7M3.66%-28713F-HRTimeline
CFS Investment Advisory Services, LLC52,705$5.62M0.5%-3,54413F-HRTimeline
Alpha Financial Partners LLC52,646$5.61M4.43%+44,11413F-HRTimeline
Empirical Financial Services, LLC d.b.a…52,471$5.59M0.15%-97813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC52,188$5.56M1.81%+57213F-HRTimeline
NewSquare Capital LLC51,702$5.51M0.44%+88213F-HRTimeline
FINANCIAL LIFE ADVISORS51,290$5.46M2.05%+1,06513F-HRTimeline
Somnio Financial Group, LLC50,634$5.4M4.32%+1,43013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…49,464$5.27M0.39%+92813F-HRTimeline
DAVIDSON INVESTMENT ADVISORS49,428$5.27M0.26%-4,30313F-HRTimeline
Galvin, Gaustad & Stein, LLC49,301$5.25M0.47%+1,46113F-HRTimeline
WealthCollab, LLC49,209$5.24M3.36%+5,38413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC49,129$5.23M0.49%+7,41013F-HRTimeline
True Vision MN LLC48,740$5.19M3.08%+2,84713F-HRTimeline
BCGM Wealth Management, LLC48,448$5.16M1.64%+5,43113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC48,012$5.12M0.38%+6,46813F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC47,799$5.09M1.92%+4,92813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC48,154$5.09M1.12%-1,01013F-HRTimeline
MOTIVE WEALTH ADVISORS47,131$5.02M2.7%-97413F-HRTimeline
GREENLEAF TRUST47,063$5.01M0.05%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…46,916$5M0.07%+52113F-HRTimelineGroup
Kades & Cheifetz LLC46,619$4.97M2.54%+11,07813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC46,023$4.9M0.14%+3,70913F-HRTimeline
Prospera Financial Services Inc45,856$4.89M0.11%+38,16713F-HRTimeline
Hassell Wealth Management, LLC45,603$4.86M1.96%+1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV45,522$4.85M0.39%-9,35113F-HRTimeline
Zhang Financial LLC45,359$4.83M0.28%+4,56313F-HRTimeline
Edgestream Partners, L.P.45,223$4.82M0.21%-30,05913F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC45,057$4.8M1.1%-86213F-HRTimeline