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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
SYNOVUS FINANCIAL CORP45,022$4.8M0.06%-4,59813F-HRTimeline
CV Advisors LLC44,726$4.77M1.66%+29,43913F-HRTimeline
Brio Consultants, LLC44,387$4.73M0.74%+10,61913F-HRTimeline
MAI Capital Management44,331$4.72M0.04%new13F-HRTimeline
Confluence Wealth Services, Inc.44,382$4.71M0.31%+7,77213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,046$4.69M+3,971Timeline
Geneos Wealth Management Inc.44,001$4.69M0.16%+1,06313F-HRTimeline
COUNTRY TRUST BANK43,417$4.63M0.12%-513F-HRTimeline
Schonfeld Strategic Advisors LLC43,287$4.61M0.03%-45,56013F-HRTimeline
FFT WEALTH MANAGEMENT LLC43,201$4.6M0.35%+413F-HRTimeline
TD Capital Management LLC43,147$4.6M0.47%-3,73413F-HRTimeline
Avidian Wealth Enterprises, LLC43,137$4.6M0.21%+2,47413F-HRTimeline
POWER WEALTH MANAGEMENT LLC42,667$4.55M1.9%+1,30913F-HRTimeline
Premier Path Wealth Partners, LLC42,248$4.5M0.69%+1,19913F-HRTimeline
Prosperity Consulting Group, LLC42,071$4.48M0.34%+53313F-HRTimeline
FINANCIAL COUNSELORS INC41,823$4.46M0.07%+8,07313F-HRTimeline
HUB Investment Partners, LLC41,719$4.45M0.19%-1,81413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC40,336$4.3M0.81%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,220$4.29M0.13%+5,26013F-HRTimelineGroup
First Business Financial Services, Inc.40,162$4.28M0.42%new13F-HRTimeline
Beaird Harris Wealth Management, LLC40,099$4.27M0.37%-2,55513F-HRTimeline
ONE Advisory Partners, LLC39,973$4.26M1.89%+47013F-HRTimeline
PRIVATE TRUST CO NA39,953$4.26M0.44%-4,03613F-HRTimeline
Chicago Partners Investment Group LLC40,008$4.24M0.14%+6,39213F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC39,725$4.23M2.06%+5,30413F-HRTimeline
Avant Financial Advisors LLC39,002$4.16M3.82%13F-HRTimeline
Financial Advocates Investment Manageme…38,582$4.11M0.23%-1,19213F-HRTimeline
Joel Isaacson & Co., LLC38,576$4.11M0.19%+4,89213F-HRTimeline
My Legacy Advisors, LLC38,748$4.1M1.59%+1,05013F-HRTimeline
ORG Partners LLC38,423$4.09M0.56%+5313F-HRTimeline
Cascade Financial Partners, LLC38,422$4.09M0.53%-4,94913F-HRTimeline
Csenge Advisory Group38,413$4.09M0.22%+9,97113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP37,994$4.05M0.1%-5913F-HRTimeline
Bare Financial Services, Inc37,972$4.05M1.63%+7,86713F-HRTimeline
Curbstone Financial Management Corp37,892$4.04M0.86%+15013F-HRTimeline
SevenBridge Financial Group, LLC37,675$4.02M0.76%-67513F-HRTimeline
Joseph Group Capital Management37,526$4M1.58%-1,66413F-HRTimeline
Sovran Advisors, LLC37,496$3.95M0.56%13F-HRTimeline
Armor Investment Advisors, LLC37,009$3.94M1.62%+6,33713F-HRTimeline
Global Retirement Partners, LLC36,748$3.92M0.11%-7,84613F-HRTimeline
AdvisorNet Financial, Inc36,728$3.91M0.33%-52313F-HRTimeline
FIRST AMERICAN TRUST, FSB36,625$3.9M0.39%+1,25113F-HRTimeline
BSW Wealth Partners36,548$3.89M0.57%+31,76113F-HRTimeline
Grove Bank & Trust36,424$3.88M0.54%+5,17913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC36,197$3.86M0.69%-7,16213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC36,035$3.84M0.39%-5,07413F-HRTimeline
Symphony Financial, Ltd. Co.35,977$3.83M0.6%+10,15013F-HRTimeline
Bleakley Financial Group, LLC35,578$3.79M0.11%-1,15913F-HRTimeline
Partners in Financial Planning35,518$3.78M0.77%+67613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC35,495$3.78M2.5%13F-HRTimeline
Capital Advisors Wealth Management, LLC35,465$3.78M0.67%-1,81713F-HRTimeline
Insight Wealth Strategies, LLC35,031$3.73M0.5%-3,60813F-HRTimeline
Composition Wealth, LLC35,028$3.73M0.08%+2,85413F-HRTimeline
Montecito Bank & Trust34,710$3.7M0.64%-7,85013F-HRTimeline
Schechter Investment Advisors, LLC34,683$3.7M0.28%+6,43813F-HRTimeline
Lifeworks Advisors, LLC34,524$3.68M0.66%-1,00913F-HRTimeline
Life Planning Partners, Inc34,509$3.68M3.4%-93213F-HR/ATimeline
MKD WEALTH COACHES, LLC34,391$3.66M3.71%13F-HRTimeline
Whitegate Investment Counselors, Inc.34,030$3.63M1.24%-3,25513F-HRTimeline
Diversified Enterprises, LLC33,532$3.57M0.34%+3,56913F-HRTimeline
Financial Insights, Inc.33,515$3.57M1.33%-65813F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…33,191$3.54M1.54%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC33,051$3.52M0.09%-15013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC32,910$3.51M0.11%013F-HRTimeline
Johnson Bixby & Associates, LLC32,901$3.51M0.53%-9213F-HRTimeline
Clarius Group, LLC32,829$3.5M0.24%-28,89513F-HRTimeline
Rosenberg Matthew Hamilton32,662$3.48M0.9%+4,17913F-HRTimeline
DURANTE & WATERS, LLC32,652$3.48M2.87%+18513F-HRTimeline
Eaton Financial Holdings Company, LLC32,335$3.45M1.33%+37113F-HRTimeline
Pure Financial Advisors, LLC32,313$3.44M0.08%+53413F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC32,306$3.44M0.57%-79613F-HRTimeline
Dynamic Advisor Solutions LLC32,204$3.43M0.15%-60,55213F-HRTimeline
BLAIR WILLIAM & CO/IL31,831$3.39M0.01%-72913F-HRTimeline
Per Stirling Capital Management, LLC.31,741$3.38M0.48%-20,67013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,700$3.38M0.05%-2,30313F-HRTimelineGroup
Tassel Capital Management, Inc.31,395$3.35M2.97%13F-HRTimeline
Tilson Financial Group, Inc.31,150$3.32M1.35%-80613F-HRTimeline
Mainsail Financial Group, LLC31,147$3.32M1.92%-21713F-HRTimeline
FourThought Financial Partners, LLC31,083$3.31M0.34%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC30,871$3.29M0.42%+1,07313F-HRTimeline
Joel Adams & Associates, Inc.30,842$3.29M2.99%13F-HRTimeline
THEORY FINANCIAL LLC30,741$3.28M1.37%+89713F-HRTimeline
Detalus Advisors, LLC30,737$3.28M1.08%+1,50813F-HRTimeline
Caldwell Trust Co30,730$3.27M0.34%+8,53013F-HRTimeline
Leeward Financial Partners, LLC30,665$3.27M1.17%+1,06313F-HRTimeline
Gutierrez Wealth Advisory, LLC30,507$3.25M2.68%13F-HR/ATimeline
SteelPeak Wealth, LLC30,493$3.25M0.13%+82813F-HRTimeline
Physician Wealth Solutions Inc.30,220$3.22M1.61%+44513F-HRTimeline
Baker Avenue Asset Management, LP30,191$3.22M0.1%+2,50213F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC30,071$3.2M3.76%13F-HRTimeline
Thrive Wealth Management, LLC30,055$3.2M0.58%+1,05013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.29,918$3.19M0.64%-2,63613F-HRTimeline
MIdWestOne Financial Group, Inc.29,833$3.18M0.45%-2,40013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…29,513$3.14M0.01%-5,01813F-HRTimelineGroup
Aletheian Wealth Advisors LLC29,244$3.12M1.84%+7,16113F-HRTimeline
Patton Albertson Miller Group, LLC28,603$3.05M0.41%-5,12913F-HRTimeline
CW Advisors, LLC28,543$3.04M0.04%+3,36413F-HRTimeline
LGL PARTNERS, LLC28,440$3.03M0.44%+1,31213F-HRTimeline
Paladin Advisory Group, LLC28,327$3.02M2.31%+75713F-HRTimeline
Westside Investment Management, Inc.28,312$3.02M0.64%+5,41713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC28,297$3.02M0.29%+1,19313F-HR/ATimeline
Stark Wealth Management LLC28,269$3.01M2.22%13F-HRTimeline
Quantinno Capital Management LP27,812$2.96M0.03%+38513F-HRTimeline
Factor Wealth Management LTD27,792$2.96M0.98%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC27,415$2.92M1.12%+68013F-HRTimeline
IHT Wealth Management, LLC27,351$2.91M0.09%-6,65113F-HRTimeline
Arcadia Wealth Management, LLC27,190$2.9M1.47%+12713F-HRTimeline
White Lighthouse Investment Management …27,140$2.89M0.51%+1,16013F-HRTimeline
Brady Martz Wealth Solutions, LLC27,422$2.89M0.7%13F-HRTimeline
Clifford Group, LLC27,079$2.89M2.2%-9,87413F-HRTimeline
Cornerstone Wealth Management, LLC27,024$2.88M0.19%+19913F-HRTimeline
Paulson Wealth Management Inc.26,828$2.86M0.78%-1,62513F-HRTimeline
Sincerus Advisory, LLC26,788$2.85M3.06%13F-HRTimeline
WEALTH ALLIANCE, LLC26,753$2.85M0.34%-26,68813F-HRTimeline
KWMG, LLC26,669$2.84M0.29%-3,05613F-HRTimeline
Smallwood Wealth Investment Management,…26,637$2.84M1.96%-1,31213F-HRTimeline
Vise Technologies, Inc.26,542$2.83M0.24%-4,91313F-HRTimeline
WEDBUSH SECURITIES INC26,539$2.83M0.1%+3,19813F-HRTimeline
Sterling Investment Advisors, Ltd.26,490$2.82M0.68%-4,04413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…26,425$2.82M0.08%+16,31613F-HRTimelineGroup
Americana Partners, LLC26,412$2.81M0.11%+24,06213F-HRTimeline
Insight Wealth Partners, LLC26,356$2.81M1.78%+2,16113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC26,269$2.8M0.71%+97213F-HRTimeline
SWS Partners26,210$2.79M0.85%-50813F-HRTimeline
Grey Fox Wealth Advisors, LLC26,196$2.79M0.77%+2,31913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26,026$2.77M<0.01%-70,10413F-HRTimelineGroup
Foundations Investment Advisors, LLC25,915$2.76M0.05%+6,93913F-HRTimeline
INVESTMENT PARTNERS, LTD.25,812$2.75M1.13%-5,08213F-HRTimeline
Accurate Wealth Management, LLC25,892$2.74M0.53%-37313F-HRTimeline
Parallel Advisors, LLC25,677$2.74M0.06%-9,81813F-HRTimeline
Cosner Financial Group, LLC25,654$2.73M1.73%013F-HRTimeline
Zions Bancorporation, N.A.25,630$2.73M0.17%new13F-HRTimeline
RCS Financial Planning, LLC25,620$2.73M1.45%+11,90913F-HRTimeline
Graver Capital Management, LLC25,539$2.72M2.84%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC25,487$2.72M0.17%-5013F-HRTimeline
Procyon Advisors, LLC25,276$2.69M0.17%-2,07513F-HRTimeline
First International Bank & Trust25,261$2.69M0.87%-50713F-HRTimeline
MCF Advisors LLC25,096$2.67M0.19%+10,62013F-HRTimeline
Avid Wealth Partners LLC25,060$2.67M1.9%-3,12413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV25,117$2.67M1.04%13F-HRTimeline
Stephenson & Company, Inc.24,787$2.64M1.78%013F-HRTimeline
Capital Management Associates, Inc24,734$2.64M0.99%+3,43113F-HRTimeline
Snowden Capital Advisors LLC24,695$2.63M0.08%-53613F-HRTimeline
Investment Planning Advisors, Inc.24,504$2.61M1.14%+2,65713F-HRTimeline
SigFig Wealth Management, LLC24,472$2.61M0.09%-29213F-HRTimeline
Oak Wealth Advisors LLC24,351$2.59M2%13F-HRTimeline
McNaughton Wealth Management, LLC23,851$2.54M1.22%+3,51913F-HRTimeline
Cedar Point Capital Partners, LLC23,838$2.54M1.72%+71813F-HRTimeline
UNITED BANK23,583$2.51M0.3%+7,52113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,497$2.5M0.1%+5,42413F-HRTimelineGroup
Florin Court Capital LLP23,400$2.49M2.59%-6,90013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC23,264$2.48M1.82%-63113F-HRTimeline
Sterling Financial Planning, Inc.23,239$2.48M0.91%+5,81613F-HRTimeline
Wayfinding Financial, LLC23,214$2.47M1.32%+2,47613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.23,180$2.47M0.29%+46513F-HRTimeline
Client First Capital LLC23,079$2.46M1.26%+113F-HRTimeline
FORTE ASSET MANAGEMENT LLC23,062$2.46M1.3%-2,14413F-HRTimeline
Garden State Investment Advisory Servic…22,941$2.45M0.75%+30013F-HRTimeline
PrairieView Partners, LLC22,945$2.44M0.26%+10,90513F-HRTimeline
Sharkey, Howes & Javer22,819$2.43M0.34%+4,89113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,767$2.43M0.07%+1,06613F-HRTimelineGroup
FIDELITY D & D BANCORP INC22,736$2.42M1.61%+15,29013F-HR/ATimeline
Alhambra Investment Management LLC22,689$2.42M1.24%-2,43713F-HRTimeline
Madison Wealth Partners, Inc22,650$2.41M0.67%-2,22113F-HRTimeline
LifeWealth Investments, LLC22,635$2.41M1.6%13F-HRTimeline
RIVERSEDGE ADVISORS, LLC22,618$2.41M0.54%+82113F-HRTimeline
Beaumont Financial Advisors, LLC22,515$2.4M0.18%+1,42513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC22,493$2.4M0.34%-4,19213F-HRTimeline
Venturi Wealth Management, LLC22,436$2.39M0.12%-79513F-HRTimeline
Mutual Advisors, LLC22,269$2.36M0.07%-3,45413F-HRTimeline
Advisory Resource Group21,977$2.34M0.5%+3,00113F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC21,944$2.34M0.45%-9,22413F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,871$2.33M0.07%+93813F-HRTimeline
HARBOUR INVESTMENTS, INC.21,864$2.33M0.07%+43813F-HRTimeline
Narus Financial Partners, LLC21,831$2.33M0.79%+5,41513F-HRTimeline
Maia Wealth LLC21,638$2.31M0.5%+1,71913F-HRTimeline
Synergy Investment Management, LLC21,593$2.3M0.99%13F-HRTimeline
Strive Asset Management, LLC21,426$2.28M1.71%13F-HRTimeline
Cypress Wealth Services, LLC21,204$2.26M0.45%-1,39413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP21,138$2.25M0.17%-50613F-HRTimeline
Maridea Wealth Management LLC21,124$2.25M0.73%13F-HRTimeline
Summit Wealth Group, LLC21,047$2.24M0.65%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC20,813$2.22M1.24%+4,19713F-HRTimeline
Bowman & Co S.C.20,677$2.2M1.14%new13F-HRTimeline
Plum Street Advisors, LLC20,630$2.2M1.09%-15313F-HRTimeline
PHILADELPHIA TRUST CO20,554$2.19M0.16%013F-HRTimeline
James J. Burns & Company, LLC20,538$2.19M0.38%-5,26313F-HRTimeline
STOCK YARDS BANK & TRUST CO20,517$2.19M0.08%+8,31113F-HRTimeline
Triad Wealth Partners, LLC20,393$2.17M0.78%+76913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20,359$2.17M0.02%+63513F-HRTimelineGroup
SOL Capital Management CO20,337$2.17M0.24%+1,91013F-HRTimeline
IBEX WEALTH ADVISORS20,305$2.16M0.25%new13F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC20,284$2.16M1.38%-1,60413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC20,169$2.15M0.8%-5,53213F-HRTimeline
Strategies Wealth Advisors, LLC20,085$2.14M0.27%-5,98413F-HRTimeline
TPG Advisors LLC20,104$2.14M1.67%-2,23013F-HRTimeline
Retirement Wealth Solutions LLC20,249$2.14M1.81%13F-HRTimeline
Visionary Wealth Advisors20,068$2.14M0.13%+22113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,000$2.13M0.02%013F-HR/ATimelineGroup
EPIQ Capital Group, LLC19,846$2.11M0.55%+3613F-HRTimeline