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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
Rehmann Capital Advisory Group44,555$4.7M0.3%-67,89513F-HRTimeline
CW Advisors, LLC44,507$4.69M0.06%+15,96413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS44,250$4.67M<0.01%+18,22413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding43,696$4.61M-350Timeline
FIRST AMERICAN TRUST, FSB43,704$4.61M0.42%+7,07913F-HRTimeline
First Business Financial Services, Inc.43,532$4.59M0.45%+3,37013F-HRTimeline
Armor Investment Advisors, LLC43,398$4.58M1.89%+6,38913F-HRTimeline
COUNTRY TRUST BANK43,200$4.56M0.11%-21713F-HR/ATimeline
McAdam, LLC43,115$4.55M0.28%-22,71013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV42,721$4.5M0.36%-2,80113F-HRTimeline
Waterway Wealth Management, LLC42,600$4.49M1.87%new13F-HRTimeline
Clifford Group, LLC42,588$4.49M4.19%+15,50913F-HRTimeline
Joel Isaacson & Co., LLC42,477$4.48M0.2%+3,90113F-HRTimeline
BCGM Wealth Management, LLC42,419$4.47M1.37%-6,02913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC42,394$4.47M0.13%+2,17413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC42,302$4.46M0.2%-83513F-HRTimeline
Avant Financial Advisors LLC42,010$4.43M4.02%+3,00813F-HRTimeline
HUB Investment Partners, LLC41,692$4.4M0.18%-2713F-HRTimeline
Avid Wealth Partners LLC41,501$4.38M2.97%+16,44113F-HRTimeline
MAI Capital Management41,456$4.37M0.03%-2,87513F-HRTimeline
RCS Financial Planning, LLC41,251$4.35M2.3%+15,63113F-HRTimeline
SYNOVUS FINANCIAL CORP41,059$4.33M0.06%-3,96313F-HRTimeline
Montecito Bank & Trust40,550$4.28M0.76%+5,84013F-HRTimeline
Galvin, Gaustad & Stein, LLC40,349$4.25M0.38%-8,95213F-HRTimeline
Grove Bank & Trust40,114$4.23M0.57%+3,69013F-HRTimeline
Cascade Financial Partners, LLC39,613$4.18M0.53%+1,19113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP39,249$4.14M0.1%+1,25513F-HRTimeline
Bleakley Financial Group, LLC39,054$4.12M0.13%+3,47613F-HRTimeline
Chicago Partners Investment Group LLC39,171$4.09M0.14%-83713F-HRTimeline
Pure Financial Advisors, LLC38,743$4.09M0.09%+6,43013F-HRTimeline
Life Planning Partners, Inc38,673$4.08M3.69%+4,16413F-HRTimeline
Lifeworks Advisors, LLC38,645$4.07M0.68%+4,12113F-HRTimeline
Bare Financial Services, Inc38,632$4.07M1.57%+66013F-HRTimeline
MOTIVE WEALTH ADVISORS38,610$4.07M2.18%-8,52113F-HRTimeline
Capital Advisors Wealth Management, LLC38,192$4.03M0.71%+2,72713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC38,141$4.02M0.42%+2,10613F-HRTimeline
Curbstone Financial Management Corp37,842$3.99M0.84%-5013F-HRTimeline
WOLVERINE TRADING, LLC37,849$3.98M0.13%new13F-HRTimeline
HANCOCK WHITNEY CORP37,730$3.98M0.13%-28,05913F-HRTimeline
Physician Wealth Solutions Inc.37,376$3.94M1.98%+7,15613F-HRTimeline
Waterford Advisors, LLC37,233$3.93M1.63%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC37,225$3.93M0.75%+1,02813F-HRTimeline
Johnson Bixby & Associates, LLC36,814$3.88M0.58%+3,91313F-HRTimeline
Insight Wealth Strategies, LLC36,688$3.87M0.52%+1,65713F-HRTimeline
Edgestream Partners, L.P.36,681$3.87M0.13%-8,54213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC36,461$3.84M2.41%+96613F-HRTimeline
Sovran Advisors, LLC37,015$3.83M0.5%-48113F-HRTimeline
Ullmann Wealth Partners Group, LLC35,939$3.79M0.5%+5,06813F-HRTimeline
Sincerus Advisory, LLC35,447$3.74M3.94%+8,65913F-HRTimeline
Schechter Investment Advisors, LLC35,410$3.73M0.31%+72713F-HRTimeline
LifeWealth Investments, LLC35,315$3.72M1.79%+12,68013F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC35,231$3.71M0.12%+2,32113F-HRTimeline
DURANTE & WATERS, LLC35,223$3.71M3.12%+2,57113F-HRTimeline
Independent Advisor Alliance34,908$3.68M0.12%-92,44313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,843$3.67M0.15%+11,34613F-HRTimelineGroup
PRIVATE TRUST CO NA34,815$3.67M0.38%-5,13813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.34,611$3.65M0.71%+4,69313F-HRTimeline
FourThought Financial Partners, LLC34,379$3.62M0.38%+3,29613F-HRTimeline
CFS Investment Advisory Services, LLC34,328$3.62M0.32%-18,37713F-HRTimeline
BLAIR WILLIAM & CO/IL34,226$3.61M0.01%+2,39513F-HRTimeline
Rosenberg Matthew Hamilton34,131$3.6M0.9%+1,46913F-HRTimeline
Baker Avenue Asset Management, LP33,916$3.58M0.11%+3,72513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC33,851$3.57M0.09%+80013F-HRTimeline
Mainsail Financial Group, LLC33,548$3.54M2%+2,40113F-HRTimeline
Whitegate Investment Counselors, Inc.33,320$3.51M1.25%-71013F-HRTimeline
Aletheian Wealth Advisors LLC33,308$3.51M1.97%+4,06413F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC33,275$3.51M0.6%+96913F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…33,191$3.5M1.43%013F-HRTimeline
Joseph Group Capital Management33,181$3.5M1.34%-4,34513F-HRTimeline
SevenBridge Financial Group, LLC33,282$3.47M0.68%-4,39313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC32,548$3.43M0.34%+4,25113F-HR/ATimeline
My Legacy Advisors, LLC32,487$3.43M1.32%-6,26113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,467$3.42M0.08%+9,70013F-HRTimelineGroup
Tilson Financial Group, Inc.32,279$3.4M1.35%+1,12913F-HRTimeline
WEDBUSH SECURITIES INC32,146$3.39M0.12%+5,60713F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC31,852$3.36M3.37%+1,78113F-HRTimeline
Financial Insights, Inc.31,639$3.34M1.33%-1,87613F-HRTimeline
Leeward Financial Partners, LLC31,561$3.33M1.24%+89613F-HRTimeline
Westside Investment Management, Inc.31,505$3.32M0.71%+3,19313F-HRTimeline
Tassel Capital Management, Inc.31,360$3.31M2.89%-3513F-HRTimeline
Moss Adams Wealth Advisors LLC31,294$3.3M0.35%-52,44113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,287$3.3M0.05%-41313F-HRTimelineGroup
Foundations Investment Advisors, LLC30,870$3.25M0.06%+4,95513F-HRTimeline
Blue Trust, Inc.30,832$3.25M0.04%+27,51213F-HRTimeline
SteelPeak Wealth, LLC30,748$3.24M0.14%+25513F-HRTimeline
Gutierrez Wealth Advisory, LLC30,687$3.24M2.63%+18013F-HRTimeline
Beaird Harris Wealth Management, LLC30,521$3.22M0.27%-9,57813F-HRTimeline
Thrive Wealth Management, LLC30,474$3.21M0.61%+41913F-HRTimeline
Joel Adams & Associates, Inc.30,213$3.19M2.87%-62913F-HRTimeline
ONE Advisory Partners, LLC30,193$3.18M1.36%-9,78013F-HRTimeline
Dynamic Advisor Solutions LLC29,925$3.16M0.1%-2,27913F-HRTimeline
MIdWestOne Financial Group, Inc.29,777$3.14M0.45%-5613F-HRTimeline
Prosperity Consulting Group, LLC29,505$3.11M0.24%-12,56613F-HRTimeline
Summit Wealth Group, LLC29,508$3.11M0.91%+8,46113F-HRTimeline
Quantinno Capital Management LP29,413$3.1M0.02%+1,60113F-HRTimeline
Csenge Advisory Group29,671$3.07M0.17%-8,74213F-HRTimeline
Strive Asset Management, LLC29,102$3.07M2.13%+7,67613F-HR/ATimeline
Composition Wealth, LLC28,964$3.05M0.06%-6,06413F-HRTimeline
Caldwell Trust Co28,689$3.02M0.32%-2,04113F-HRTimeline
Patton Albertson Miller Group, LLC28,538$3.01M0.45%-6513F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,517$3.01M0.01%-99613F-HRTimelineGroup
Factor Wealth Management LTD28,087$2.96M0.91%+29513F-HRTimeline
Graver Capital Management, LLC27,886$2.94M3%+2,34713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC27,880$2.94M0.57%-12,45613F-HRTimeline
GenWealth Group, Inc.27,779$2.93M0.65%new13F-HRTimeline
Belpointe Asset Management LLC27,747$2.93M0.15%+22,93113F-HRTimeline
First International Bank & Trust27,380$2.89M0.91%+2,11913F-HRTimeline
Arcadia Wealth Management, LLC27,300$2.88M1.42%+11013F-HRTimeline
KWMG, LLC27,145$2.86M0.29%+47613F-HRTimeline
Symphony Financial, Ltd. Co.27,480$2.83M1.68%-8,49713F-HRTimeline
Goodman Advisory Group, LLC26,791$2.82M0.86%new13F-HR/ATimeline
SigFig Wealth Management, LLC26,597$2.82M0.1%+2,12513F-HRTimeline
Smallwood Wealth Investment Management,…26,638$2.81M1.77%+113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC26,613$2.81M0.79%+34413F-HRTimeline
IHT Wealth Management, LLC26,581$2.8M0.09%-77013F-HRTimeline
Sterling Investment Advisors, Ltd.26,490$2.79M0.67%013F-HRTimeline
Safir Wealth Advisors, LLC26,469$2.79M2.21%+6,89013F-HRTimeline
Americana Partners, LLC26,412$2.78M0.11%013F-HRTimeline
Paulson Wealth Management Inc.26,410$2.78M0.78%-41813F-HRTimeline
Compound Planning, Inc.26,388$2.78M0.13%-29,81513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.26,357$2.78M0.17%-763,51213F-HRTimelineGroup
Insight Wealth Partners, LLC26,154$2.76M1.66%-20213F-HRTimeline
Lansing Street Advisors25,878$2.73M0.91%+8,07813F-HRTimeline
Detalus Advisors, LLC25,744$2.71M0.85%-4,99313F-HRTimeline
Paladin Advisory Group, LLC25,551$2.69M2.16%-2,77613F-HRTimeline
BSW Wealth Partners25,476$2.69M0.41%-11,07213F-HRTimeline
Cornerstone Wealth Management, LLC25,472$2.69M0.18%-1,55213F-HRTimeline
ORG Partners LLC25,338$2.67M0.66%-13,08513F-HRTimeline
Aspire Private Capital, LLC25,237$2.66M0.66%+17,93813F-HRTimeline
LOWE BROCKENBROUGH & CO INC25,113$2.65M0.17%-37413F-HRTimeline
White Lighthouse Investment Management …25,093$2.65M0.47%-2,04713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV25,117$2.64M1.38%013F-HRTimeline
Wayfinding Financial, LLC25,016$2.64M1.16%+1,80213F-HRTimeline
FLOW TRADERS U.S. LLC24,954$2.63M0.11%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC24,862$2.62M0.59%-2,56013F-HRTimeline
Venturi Wealth Management, LLC24,746$2.61M0.14%+2,31013F-HRTimeline
Advisory Resource Group24,735$2.61M0.53%+2,75813F-HRTimeline
Stephenson & Company, Inc.24,707$2.61M1.69%-8013F-HRTimeline
Snowden Capital Advisors LLC24,617$2.6M0.08%-7813F-HRTimeline
Checchi Capital Advisers, LLC24,563$2.59M0.18%+6,26913F-HRTimeline
Cedar Point Capital Partners, LLC24,555$2.59M1.74%+71713F-HRTimeline
McKinley Carter Wealth Services, Inc.24,491$2.58M0.16%-149,88813F-HRTimeline
POWER WEALTH MANAGEMENT LLC24,405$2.57M1.04%-18,26213F-HRTimeline
INVESTMENT PARTNERS, LTD.24,387$2.57M1.07%-1,42513F-HRTimeline
HOGE FINANCIAL SERVICES, LLC24,364$2.57M1.8%+1,10013F-HRTimeline
Patten Group, Inc.23,852$2.51M0.58%+5,58713F-HRTimeline
Parallel Advisors, LLC23,584$2.49M0.06%-2,09313F-HRTimeline
Grey Fox Wealth Advisors, LLC23,438$2.47M0.66%-2,75813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.23,102$2.44M0.31%-7813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,087$2.43M0.13%+3,55813F-HRTimeline
Bryn Mawr Trust Advisors, LLC23,087$2.43M0.15%+5,23413F-HRTimeline
Client First Capital LLC23,079$2.43M1.25%013F-HRTimeline
Algorithmic Investment Models, LLC22,642$2.39M1.76%new13F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC22,386$2.36M0.48%+44213F-HRTimeline
Bowman & Co S.C.22,207$2.34M1.15%+1,53013F-HRTimeline
Procyon Advisors, LLC22,162$2.34M0.14%-3,11413F-HRTimeline
Madison Wealth Partners, Inc21,936$2.31M0.57%-71413F-HRTimeline
Accurate Wealth Management, LLC22,560$2.31M0.44%-3,33213F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,895$2.31M0.07%+2413F-HRTimeline
Maia Wealth LLC22,176$2.29M0.52%+53813F-HRTimeline
Aspen Wealth Management LLC21,531$2.27M0.64%+7,15113F-HRTimeline
Plum Street Advisors, LLC21,492$2.27M1.09%+86213F-HRTimeline
MKD WEALTH COACHES, LLC21,337$2.25M2.55%-13,05413F-HRTimeline
Alhambra Investment Management LLC21,322$2.25M1.16%-1,36713F-HRTimeline
AdvisorNet Financial, Inc21,059$2.22M0.16%-15,66913F-HRTimeline
Retirement Wealth Solutions LLC21,012$2.22M1.79%+76313F-HRTimeline
Mutual Advisors, LLC21,298$2.22M0.06%-97113F-HRTimeline
Per Stirling Capital Management, LLC.20,989$2.21M0.32%-10,75213F-HRTimeline
Synergy Investment Management, LLC20,987$2.21M0.92%-60613F-HRTimeline
James J. Burns & Company, LLC20,889$2.2M0.39%+35113F-HRTimeline
McNaughton Wealth Management, LLC20,787$2.19M1.06%-3,06413F-HRTimeline
SWS Partners20,723$2.19M0.72%-5,48713F-HR/ATimeline
Garden State Investment Advisory Servic…20,639$2.18M0.7%-2,30213F-HRTimeline
Visionary Wealth Advisors20,584$2.17M0.13%+51613F-HRTimeline
PHILADELPHIA TRUST CO20,554$2.17M0.19%013F-HRTimeline
Narus Financial Partners, LLC20,523$2.16M0.74%-1,30813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,513$2.16M0.04%+51313F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC20,440$2.16M0.6%+3,34613F-HRTimeline
WEALTH ALLIANCE, LLC20,429$2.15M0.26%-6,32413F-HRTimeline
Clarius Group, LLC20,426$2.15M0.14%-12,40313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC20,352$2.15M0.77%+76213F-HRTimeline
Stokes Family Office, LLC20,242$2.13M0.24%+3,50513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC20,234$2.13M1.17%-57913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,023$2.11M0.16%-1,11513F-HRTimeline
IFG Advisors, LLC19,980$2.11M0.41%+4,61513F-HRTimeline
FORTE ASSET MANAGEMENT LLC19,926$2.1M1.06%-3,13613F-HRTimeline
Maridea Wealth Management LLC19,888$2.1M0.68%-1,23613F-HRTimeline
IFG Advisory, LLC19,882$2.1M0.12%+2,55713F-HRTimeline
Strategies Wealth Advisors, LLC19,875$2.1M0.26%-21013F-HRTimeline
IEQ CAPITAL, LLC19,864$2.09M0.02%+16,88613F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC19,840$2.09M1.32%-44413F-HRTimeline
Sharkey, Howes & Javer19,818$2.09M0.3%-3,00113F-HRTimeline
Seascape Capital Management19,684$2.08M0.72%+3,70013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC19,581$2.06M0.69%+3,32313F-HR/ATimeline
Ethos Financial Group, LLC19,416$2.06M0.2%-10613F-HRTimeline
Hamilton Wealth, LLC19,459$2.05M0.49%+1,06213F-HRTimeline
STOCK YARDS BANK & TRUST CO19,443$2.05M0.07%-1,07413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,363$2.04M0.16%+2,98613F-HRTimeline
Capstone Financial Advisors, Inc.19,354$2.04M0.13%-5713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,235$2.03M0.01%-1,12413F-HRTimelineGroup