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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,491 managers (1,505 13F filers) reported a position in MUB shares at 2025-03-31, 334,735,706 shares in all. 103 filers opened a position and 115 filers sold out during the quarter.

Managers
1,491
13F filers
1,505
New
103
Added
590
Reduced
609
Sold out
115
Shares held by filers
334,735,706

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
OLD MISSION CAPITAL LLC143,066$15.1M0.29%new13F-HRTimeline
Diversified Portfolios, Inc.141,291$14.9M1.57%-16,33613F-HRTimeline
Cresset Asset Management, LLC140,434$14.8M0.07%-61,86213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION140,013$14.8M1.43%-48,09013F-HRTimeline
Black Diamond Financial, LLC139,830$14.7M2.21%+37,76613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.139,441$14.7M0.39%+13,13613F-HRTimelineGroup
&PARTNERS138,118$14.5M0.15%+10,67713F-HRTimeline
Geneos Wealth Management Inc.137,390$14.5M0.21%+93,38913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC137,282$14.5M4.98%-16,48613F-HRTimeline
Resonant Capital Advisors, LLC136,376$14.4M1%+10,11113F-HRTimeline
Kingdom Financial Group LLC.135,803$14.3M10.5%-16,91213F-HRTimeline
Brooklyn FI, LLC126,133$14.1M4.36%+14,83313F-HRTimeline
Janney Montgomery Scott LLC130,501$13.8M0.04%-40613F-HRTimeline
Integrated Advisors Network LLC130,175$13.7M0.69%+21,50913F-HRTimeline
Manhattan West Asset Management, LLC130,001$13.7M3.5%+23,22913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp129,900$13.7M0.89%+23,73313F-HRTimelineGroup
Alley Investment Management Company, LLC129,654$13.7M1.71%-2,54713F-HRTimeline
Revolve Wealth Partners, LLC128,290$13.5M1.96%+4,09713F-HRTimeline
Advisory Services Network, LLC127,734$13.5M0.26%-9,35213F-HRTimeline
GAMMA Investing LLC127,508$13.4M1.01%+13,10113F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…126,542$13.3M0.5%+5,07813F-HRTimelineGroup
Clearstead Advisors, LLC126,500$13.3M0.21%-3,19513F-HRTimeline
North Star Investment Management Corp.126,473$13.3M0.97%-4,98713F-HRTimeline
Sigma Planning Corp125,060$13.2M0.42%-7,64613F-HRTimeline
Centiva Capital, LP125,000$13.2M0.76%-13,81113F-HRTimeline
Parkside Investments, LLC124,200$13.1M1.93%-60013F-HRTimeline
Waverly Advisors, LLC123,806$13.1M0.16%+9,10913F-HRTimeline
Merit Financial Group, LLC122,972$13M0.19%+68,35113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\121,843$12.8M0.01%+21,07113F-HRTimelineGroup
Graypoint LLC121,768$12.8M0.8%+5,20613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC121,735$12.8M0.48%-67,65613F-HRTimelineGroup
Towercrest Capital Management121,650$12.8M2.44%-10,02813F-HRTimeline
NewEdge Wealth, LLC118,556$12.5M0.23%-8,93113F-HRTimeline
Skyline Advisors, Inc.117,102$12.3M4.86%+82713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co115,750$12.2M0.16%+1,64913F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…115,299$12.2M4.54%+27,58413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding114,601$12.1M-14,310Timeline
Apeiron RIA LLC113,604$12M3.62%+6,06213F-HRTimeline
Orin Green Financial, LLC113,947$11.7M5.53%new13F-HRTimeline
Fragasso Financial Advisors Inc110,965$11.7M0.87%-19,95713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…110,904$11.7M2.05%-1,46013F-HRTimeline
Veery Capital, LLC109,205$11.5M4.48%+18913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC110,169$11.5M0.97%+2,91313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC108,769$11.5M1.13%+5,45313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC108,048$11.4M12.48%+17613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP105,904$11.2M0.18%-61,31313F-HRTimelineGroup
Dakota Wealth Management104,634$11M0.26%+4,04313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC104,363$11M2.03%+8,34213F-HRTimeline
Horizon Investments, LLC104,911$11M0.33%-2,23613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding106,159$10.9M-23,103Timeline
Robertson Stephens Wealth Management, L…103,411$10.9M0.41%+20,66413F-HRTimeline
Atria Investments, Inc101,592$10.7M0.14%+1,82513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.103,625$10.6M0.02%-2,93113F-HRTimelineGroup
Simplicity Wealth,LLC99,802$10.5M0.82%+86,77913F-HRTimeline
25 LLC99,004$10.4M4.32%+3,43613F-HRTimeline
Beacon Bridge Wealth Partners, LLC97,442$10.3M4.38%+10,26613F-HRTimeline
Hudock, Inc.97,295$10.3M1.79%+11,91113F-HRTimeline
First Horizon Advisors, Inc.94,691$9.98M0.28%-133,35713F-HRTimeline
ALBION FINANCIAL GROUP /UT94,675$9.98M0.71%+5,99713F-HRTimeline
Lindenwold Advisors, INC94,125$9.92M5.53%+96613F-HRTimeline
Martel Wealth Advisors LLC93,930$9.9M1.97%+1,61013F-HRTimeline
CWA Asset Management Group, LLC93,757$9.89M0.47%+9,40813F-HRTimeline
PDS Planning, Inc93,754$9.89M0.83%+1,12013F-HRTimeline
Waterloo Capital, L.P.93,606$9.87M0.92%+26,33713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO92,391$9.74M0.18%-21,14213F-HRTimeline
Smith & Howard Wealth Management, LLC92,057$9.71M2.65%+4,08513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…91,750$9.67M1.56%+5,58013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP91,634$9.66M0.16%new13F-HRTimeline
Weitzel Financial Services, Inc.91,332$9.63M4.59%013F-HRTimeline
Sand Hill Global Advisors, LLC90,941$9.59M0.39%-37,74613F-HRTimeline
Private Wealth Management Group, LLC90,477$9.54M3.52%-6,65813F-HRTimeline
BCO Wealth Management LLC90,218$9.51M7.46%-2,06613F-HRTimeline
Global Wealth Strategies & Associates90,101$9.5M2.88%+13,82713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management88,564$9.34M0.13%+14,74613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP88,233$9.3M0.14%+15,77213F-HRTimeline
CGN Advisors LLC86,840$9.16M0.9%+19,56113F-HRTimeline
Horiko Capital Management LLC86,550$9.13M2.69%013F-HRTimeline
Ackerman Capital Advisors, LLC86,403$9.11M2.41%+4,34213F-HRTimeline
Cook Wealth, LLC86,198$9M4.37%-8,86013F-HRTimeline
Granite Harbor Advisors, Inc.84,997$8.96M4.76%+6,88813F-HRTimeline
Aquire Wealth Advisors, LLC84,667$8.93M2.75%+1,23013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.82,824$8.73M0.94%-21,21013F-HRTimeline
Focus Financial Network, Inc.82,684$8.72M0.36%+3,85113F-HRTimeline
NorthCoast Asset Management LLC82,019$8.65M0.04%-20,35613F-HR/ATimeline
Regal Investment Advisors LLC81,515$8.59M0.7%-2,17713F-HRTimeline
GM Advisory Group, LLC81,410$8.58M0.46%-3,89013F-HRTimeline
Wealth Advisory Solutions, LLC80,325$8.47M2.24%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC80,102$8.45M2.13%-27,91813F-HRTimeline
LMR Partners LLPin group LMR Partners LLP80,000$8.44M0.17%new13F-HRTimelineGroup
Opus Capital Group, LLC79,008$8.33M1.07%-3,20513F-HRTimeline
Valmark Advisers, Inc.78,390$8.27M0.12%-61913F-HRTimeline
Kingsview Wealth Management, LLC78,299$8.26M0.16%+5,77413F-HRTimeline
SIMPLEX TRADING, LLC77,947$8.22M0.29%-18,70713F-HRTimeline
Savvy Advisors, Inc.77,891$8.21M0.83%+8,92913F-HRTimeline
Bragg Financial Advisors, Inc77,812$8.2M0.34%+3,44813F-HRTimeline
High Falls Advisors, Inc77,027$8.12M1.91%+11,04813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC75,849$8M0.38%+15,33313F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC75,589$7.97M4.28%-2,15713F-HRTimeline
Summit Financial, LLC75,411$7.95M0.22%-50,47913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…75,241$7.92M0.02%+1,65613F-HRTimeline
ADE, LLC74,602$7.87M4.53%-14113F-HRTimeline
Confluence Wealth Services, Inc.75,785$7.84M0.49%+31,40313F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…74,357$7.84M0.84%+18,50013F-HRTimeline
Stephens Consulting, LLC73,790$7.78M1.96%-1,91813F-HRTimeline
FSM Wealth Advisors, LLC73,554$7.76M1.74%+2,46413F-HRTimeline
Alliance Wealth Management Group72,983$7.7M2.07%+19313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC72,757$7.67M0.06%-14,52513F-HR/ATimelineGroup
Acropolis Investment Management, LLC70,862$7.47M0.44%-2,75413F-HRTimeline
Diversified Enterprises, LLC70,736$7.46M0.63%+37,20413F-HRTimeline
Advus Financial Partners, LLC70,726$7.46M3.19%+74813F-HR/ATimeline
ARKANSAS FINANCIAL GROUP, INC.72,387$7.45M1.29%+1,60413F-HR/ATimeline
IMPACTfolio, LLC70,655$7.45M3.92%+10,84713F-HRTimeline
WealthShield Partners, LLC70,611$7.45M0.96%+2,56413F-HRTimeline
Harbor Group, Inc.70,173$7.4M1.48%-14,67713F-HRTimeline
Capital Management Associates, Inc69,814$7.36M1.67%+45,08013F-HRTimeline
May Hill Capital, LLC69,467$7.32M2.76%+2,29713F-HRTimeline
Ironwood Wealth Management, LLC.69,148$7.29M2.24%-5,45313F-HRTimeline
Atlatl Advisers LLC68,465$7.22M4.69%+5,08113F-HRTimeline
Ashton Thomas Private Wealth, LLC68,164$7.19M0.28%-11,09913F-HRTimeline
Burt Wealth Advisors67,947$7.16M1.79%-1,14213F-HRTimeline
Pines Wealth Management, LLC69,944$7.16M3.31%+6,63013F-HRTimeline
Legacy Financial Strategies, LLC67,868$7.16M1.56%+1,44813F-HRTimeline
Wrenne Financial Planning LLC67,814$7.15M3.8%+2,13613F-HRTimeline
MOLLER WEALTH PARTNERS67,564$7.12M1.76%-1,10013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC69,123$7.12M1.55%+20,96913F-HRTimeline
Caliber Wealth Management, LLC / KS67,324$7.1M0.97%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC66,475$7.01M0.51%+6,01413F-HRTimeline
RFP Financial Group LLC66,038$6.96M2.8%+1913F-HRTimeline
Cannon Financial Strategists, Inc.65,358$6.89M1.18%+9,49113F-HRTimeline
FOSTER & MOTLEY INC65,192$6.87M0.43%-51713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC65,023$6.86M0.14%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC64,844$6.84M0.1%-2,23313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…64,559$6.81M0.31%-17313F-HRTimeline
Mayflower Financial Advisors, LLC64,418$6.79M1.03%-5,79813F-HRTimeline
Clarity Asset Management, Inc.64,301$6.78M4.36%-34,13413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC64,245$6.77M0.01%-3,98213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC64,144$6.76M0.52%+2,70713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding63,387$6.75M-2,442Timeline
Seaside Wealth Management, Inc.63,795$6.73M2.4%-1,26913F-HRTimeline
GenTrust, LLC63,444$6.69M0.32%013F-HRTimeline
IMC-Chicago, LLC62,413$6.58M0.26%new13F-HRTimeline
Exchange Bank62,236$6.56M5.29%+3,61913F-HRTimeline
Smithfield Trust Co61,847$6.53M0.33%+1,64913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.61,725$6.51M0.6%-15413F-HRTimelineGroup
Astoria Strategic Wealth, Inc.61,661$6.5M1.91%+1,46013F-HRTimeline
Keebeck Wealth Management61,232$6.46M0.95%+98813F-HRTimeline
INVENIO WEALTH PARTNERS LLC61,019$6.43M2.7%-1,45513F-HRTimeline
Dogwood Wealth Management LLC60,775$6.41M3.37%-10413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC60,668$6.4M0.24%+5,81513F-HRTimeline
FFT WEALTH MANAGEMENT LLC60,356$6.36M1.33%+17,15513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…59,822$6.31M0.47%+10,35813F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…59,467$6.27M0.22%+33,04213F-HRTimelineGroup
Zhang Financial LLC59,037$6.22M0.33%+13,67813F-HRTimeline
WealthCollab, LLC58,823$6.2M3.84%+9,61413F-HRTimeline
Connecticut Wealth Management, LLC58,288$6.15M0.32%+4,50113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC57,911$6.11M0.62%-6,28413F-HRTimeline
Trinity Wealth Management, LLC57,889$6.1M2.79%-94613F-HRTimeline
Alpha Financial Partners LLC57,520$6.06M4.87%+4,87413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC57,207$6.03M3.93%+3,68513F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.57,107$6.02M2.19%-2,18913F-HRTimeline
DRAVO BAY LLC56,834$5.99M3.18%-7,44713F-HRTimeline
DAVIDSON INVESTMENT ADVISORS56,625$5.97M0.29%+7,19713F-HRTimeline
Raub Brock Capital Management LP55,215$5.82M1.3%-11,66013F-HRTimeline
Capital Investment Services of America,…55,129$5.81M0.59%-4,75013F-HRTimeline
Vannoy Advisory Group, Inc.54,672$5.76M4.27%+48913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC54,446$5.74M1.59%+2,25813F-HRTimeline
BAILARD, INC.54,387$5.73M0.15%-35,82813F-HRTimeline
Strategic Blueprint, LLC54,123$5.71M0.31%-16,29913F-HRTimeline
Biltmore Family Office, LLC53,893$5.68M0.97%-7,70913F-HRTimeline
Empirical Financial Services, LLC d.b.a…53,628$5.65M0.15%+1,15713F-HRTimeline
Passive Capital Management, LLC.53,527$5.64M1.79%-49813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC51,452$5.43M1.98%+3,65313F-HRTimeline
LPWM LLC51,349$5.41M1.74%-3,03513F-HRTimeline
NewSquare Capital LLC50,576$5.33M0.44%-1,12613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC50,189$5.29M0.5%+1,06013F-HRTimeline
First National Trust Co49,897$5.26M0.21%-3,75213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC49,891$5.26M2.1%-12,33313F-HRTimeline
Financial Advocates Investment Manageme…49,687$5.24M0.37%+11,10513F-HRTimeline
SIG BROKERAGE, LP49,669$5.24M1.53%new13F-HRTimeline
GREENLEAF TRUST48,662$5.13M0.05%+1,59913F-HRTimeline
TUDOR INVESTMENT CORP ET AL48,393$5.1M0.05%+43,32213F-HRTimeline
Traveka Wealth, LLC48,248$5.09M2.85%-6,40413F-HRTimeline
RFG Advisory, LLC48,220$5.08M0.14%-31,85013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC48,036$5.06M1.13%+2,97913F-HRTimeline
K2 Financial Inc.49,183$5.06M4.97%-7,23813F-HRTimeline
FINANCIAL LIFE ADVISORS47,895$5.05M1.88%-3,39513F-HRTimeline
Prospera Financial Services Inc47,780$5.04M0.12%+1,92413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP47,646$5.02M<0.01%-11,83913F-HRTimelineGroup
Premier Path Wealth Partners, LLC47,502$5.01M0.78%+5,25413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…46,395$4.89M0.07%-52113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC45,927$4.84M0.13%-9613F-HRTimeline
Brio Consultants, LLC45,659$4.81M0.76%+1,27213F-HR/ATimeline
TD Capital Management LLC45,455$4.79M0.49%+2,30813F-HRTimeline
True Vision MN LLC45,398$4.79M2.87%-3,34213F-HRTimeline
Legacy Private Trust Co.45,284$4.77M0.33%-12,88513F-HRTimeline
Partners in Financial Planning45,202$4.77M0.96%+9,68413F-HRTimeline
Stone House Investment Management, LLC45,150$4.76M0.96%-20,49113F-HRTimeline
CV Advisors LLC44,726$4.72M1.66%013F-HRTimeline
Hassell Wealth Management, LLC45,614$4.71M2.01%+1113F-HRTimeline
FINANCIAL COUNSELORS INC44,644$4.71M0.07%+2,82113F-HRTimeline