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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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,802$2.11M0.12%-80213F-HRTimelineGroup
Breakwater Capital Group19,770$2.11M0.42%-6,50313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC19,590$2.09M0.7%+1,17513F-HRTimeline
Safir Wealth Advisors, LLC19,579$2.09M1.61%-44013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,529$2.08M0.11%+4,56613F-HRTimeline
Ethos Financial Group, LLC19,522$2.08M0.27%+15,22913F-HRTimeline
Capstone Financial Advisors, Inc.19,411$2.07M0.13%-30213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…18,938$2.02M0.2%+1,74513F-HR/ATimelineGroup
Kings Path Partners LLC18,786$2M0.85%-28713F-HRTimeline
Forefront Wealth Partners, LLC18,711$1.99M1.49%13F-HRTimeline
Clark Capital Management Group, Inc.18,477$1.97M0.01%new13F-HRTimeline
APPLETON PARTNERS INC/MA18,465$1.97M0.15%+14,38713F-HRTimeline
SAX WEALTH ADVISORS, LLC18,450$1.97M0.15%+1,28713F-HRTimeline
Financial Strategies Group, Inc.18,596$1.96M0.47%+65313F-HRTimeline
Hamilton Wealth, LLC18,397$1.96M0.47%-6,83413F-HRTimeline
Ausdal Financial Partners, Inc.18,351$1.96M0.17%-20313F-HRTimeline
Keystone Wealth Services, LLC18,315$1.95M0.52%-1,43513F-HRTimeline
Checchi Capital Advisers, LLC18,294$1.95M0.15%013F-HRTimeline
NWAM LLC18,274$1.95M0.12%-39013F-HRTimeline
Patten Group, Inc.18,265$1.95M0.43%-89713F-HRTimeline
FC Advisory LLC18,247$1.94M0.65%+1,30513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS18,168$1.94M0.07%-3,86713F-HRTimelineGroup
Columbia Bank18,269$1.92M0.67%+3,30013F-HRTimeline
Main Street Financial Solutions, LLC17,957$1.91M0.19%+20913F-HRTimeline
Bryn Mawr Trust Advisors, LLC17,853$1.9M0.1%+97513F-HR/ATimeline
CoreCap Advisors, LLC17,826$1.9M0.09%+9,80813F-HRTimeline
Lansing Street Advisors17,800$1.9M0.66%+2,24013F-HRTimeline
Scissortail Wealth Management, LLC17,549$1.87M0.48%+17,50013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…17,491$1.86M0.17%-163,35513F-HRTimelineGroup
LJI Wealth Management, LLC17,351$1.85M0.36%+3,65713F-HRTimeline
Abound Wealth Management17,338$1.85M0.59%+1,48013F-HRTimeline
IFG Advisory, LLC17,325$1.85M0.1%+94313F-HRTimeline
Pinnacle Financial Partners Inc16,918$1.84M0.04%013F-HRTimeline
Crumly & Associates Inc.17,210$1.83M0.5%+23813F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC17,175$1.83M1.69%+13,14213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC17,094$1.82M0.53%13F-HRTimeline
Professional Financial Advisors, LLC17,079$1.82M0.47%+1,98913F-HRTimeline
Liberty Capital Management, Inc.16,924$1.8M0.4%-55013F-HRTimeline
Cannon Advisors, Inc.16,852$1.8M1.53%-6313F-HRTimeline
Bernardo Wealth Planning LLC16,954$1.79M0.43%-2,45913F-HRTimeline
TruNorth Capital Management, LLC16,746$1.78M0.49%+2,97313F-HRTimeline
Stokes Family Office, LLC16,737$1.78M0.19%-2,30713F-HRTimeline
Cornerstone Wealth Group, LLC16,711$1.78M0.15%+2,57913F-HRTimeline
FAS Wealth Partners, Inc.16,641$1.77M0.15%+9713F-HRTimeline
Capital Investment Advisors, LLC16,608$1.77M0.04%+1713F-HRTimeline
Mill Creek Capital Advisors, LLC16,463$1.75M0.04%+2613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,377$1.74M0.14%+2,91013F-HR/ATimeline
TBH Global Asset Management, LLC16,366$1.74M0.41%-3,41813F-HRTimeline
Sage Financial Management Group, Inc.16,345$1.74M0.65%-31113F-HRTimeline
Francis Financial, Inc.16,345$1.74M0.44%+3,96013F-HRTimeline
Dorsey & Whitney Trust CO LLC16,266$1.73M0.1%-3,78313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC16,258$1.73M0.64%+1,15313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,161$1.72M0.06%-1,05513F-HRTimeline
SPINNAKER TRUST16,041$1.71M0.11%013F-HRTimeline
Seascape Capital Management15,984$1.7M0.59%+50013F-HRTimeline
White & Co Financial Planning Inc15,977$1.7M1.44%13F-HR/ATimeline
TSA Wealth Managment LLC15,945$1.7M0.69%+25713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,049$1.7M0.09%-3,41813F-HRTimelineGroup
United Community Bankin group United Community Bank15,826$1.69M0.66%-1,64013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC15,763$1.68M0.13%+5213F-HRTimeline
Greenspring Advisors, LLC15,723$1.68M0.37%-2,52713F-HRTimeline
KEYVANTAGE WEALTH, LLC15,631$1.67M1.19%13F-HRTimeline
Saxony Capital Management, LLC15,569$1.66M1.46%new13F-HRTimeline
ABLE Financial Group, LLC15,540$1.66M0.49%-2,88113F-HRTimeline
Windward Private Wealth Management Inc.15,526$1.65M0.64%013F-HRTimeline
Tortoise Investment Management, LLC15,523$1.65M0.17%+13113F-HR/ATimeline
Trivium Point Advisory, LLC15,406$1.64M0.21%+5,52413F-HRTimeline
IFG Advisors, LLC15,365$1.64M0.33%+1,48313F-HRTimeline
New Century Financial Group, LLC15,360$1.64M0.7%+15513F-HRTimeline
Affiance Financial, LLC15,361$1.64M0.39%new13F-HRTimeline
Park Place Capital Corp15,342$1.63M0.46%-2,14313F-HRTimeline
LifePlan Investment Advisors, Inc.15,315$1.63M1.01%+1,84413F-HRTimeline
Capasso Planning Partners LLC15,306$1.63M0.65%-5,99013F-HRTimeline
Arkadios Wealth Advisors15,303$1.63M0.09%+2,71613F-HRTimeline
Davis Wealth Advisors, LLC15,269$1.63M1.79%13F-HRTimeline
Running Point Capital Advisors, LLC15,257$1.63M0.56%-1,54813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…15,249$1.62M0.04%+6,17613F-HRTimelineGroup
First National Bank of Mount Dora, Trus…15,229$1.62M0.38%+1,43913F-HRTimeline
Jacobi Capital Management LLC15,222$1.62M0.12%-19413F-HRTimeline
MYECFO, LLC15,213$1.62M0.87%-2,24013F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…15,204$1.62M0.23%-5313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.15,168$1.62M0.09%+3,47913F-HR/ATimelineGroup
CROBAN15,140$1.61M1.58%13F-HRTimeline
ForthRight Wealth Management, LLC15,107$1.61M0.54%-99713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT15,091$1.61M0.1%-36513F-HRTimeline
Crabel Capital Management, LLC15,081$1.61M5.22%-11,85113F-HRTimeline
Wealthstar Advisors, LLC15,045$1.6M0.7%13F-HRTimeline
IFP Advisors, Inc15,038$1.6M0.05%+3,23613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group15,010$1.6M0.2%-8,78013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …14,990$1.6M0.14%new13F-HRTimelineGroup
Proquility Private Wealth Partners, LLC14,964$1.59M0.51%new13F-HRTimeline
Central Pacific Bank - Trust Division14,963$1.59M0.21%+2,40813F-HRTimeline
Archford Capital Strategies, LLC14,929$1.59M0.24%+2,01913F-HRTimeline
PINNACLE ASSOCIATES LTD14,896$1.59M0.02%+1,46313F-HRTimeline
Legacy Edge Advisors, LLC14,865$1.58M0.25%+16313F-HRTimeline
SeaBridge Investment Advisors LLC14,828$1.58M0.33%new13F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …14,841$1.56M0.08%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC14,640$1.56M0.12%+12,31113F-HRTimeline
SMART Wealth LLC14,593$1.55M0.55%+4,29713F-HRTimeline
Etesian Wealth Advisors, Inc.14,537$1.55M0.69%-5,49113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,477$1.54M0.12%+5,60413F-HR/ATimeline
Canvas Wealth Advisors, LLC14,433$1.54M0.39%+1,43713F-HRTimeline
Aspen Wealth Management LLC14,380$1.53M0.45%-65713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,375$1.53M1.3%-2,43513F-HRTimeline
Gen-Wealth Partners Inc14,275$1.52M0.65%+1,03413F-HRTimeline
Advyzon Investment Management, LLC14,247$1.52M0.59%13F-HRTimeline
Lineweaver Wealth Advisors, LLC14,191$1.51M0.28%+1,16813F-HRTimeline
ProVise Management Group, LLC14,123$1.5M0.13%-9,35513F-HRTimeline
FLP Wealth Management, LLC14,092$1.5M3.84%13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC14,007$1.49M0.61%+80013F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/13,985$1.49M1.51%-6413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,985$1.49M0.01%-6413F-HRTimelineGroup
Meridian Wealth Management, LLC13,958$1.49M0.07%+42013F-HRTimeline
SONATA CAPITAL GROUP INC13,944$1.49M0.62%+77013F-HRTimeline
PINNEY & SCOFIELD, INC.13,830$1.47M1.12%13F-HRTimeline
Western Wealth Management, LLC13,716$1.46M0.1%+1,76713F-HR/ATimeline
Rooted Wealth Advisors, Inc.13,656$1.45M0.57%-33013F-HRTimeline
Everhart Financial Group, Inc.13,484$1.44M0.3%-313F-HRTimeline
Claro Advisors Inc.13,460$1.43M0.19%-47913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,312$1.42M0.18%-81113F-HRTimeline
TSFG, LLC13,302$1.42M0.29%+33913F-HRTimeline
PETRA FINANCIAL ADVISORS INC13,280$1.41M0.96%+58213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,272$1.41M0.04%+8,40113F-HRTimeline
Spectrum Wealth Counsel, LLC13,263$1.41M0.17%+26513F-HRTimeline
Annex Advisory Services, LLC13,260$1.41M0.04%+3,40813F-HRTimeline
LifeGoal Investments, LLC13,214$1.41M1.53%13F-HRTimeline
Bond & Devick Financial Network, Inc.12,820$1.39M0.6%013F-HRTimeline
Horan Securities, Inc.13,058$1.39M0.53%+30613F-HRTimeline
PFG Advisors13,054$1.39M0.09%-1,36013F-HRTimeline
Advisory Alpha, LLC13,046$1.39M0.05%+1,69013F-HRTimeline
Simplicity Wealth,LLC13,023$1.39M0.29%-62,40513F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC13,000$1.39M0.03%new13F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES12,818$1.37M0.52%013F-HRTimeline
Rockbridge Investment Management, LCC12,816$1.37M0.18%+7313F-HRTimeline
Financial Partners Group, Inc12,756$1.36M0.2%+13213F-HRTimeline
Apex Wealth Management, LLC12,753$1.36M1.17%13F-HRTimeline
Cambria Investment Management, L.P.12,685$1.35M0.08%+17913F-HRTimeline
Journey Beyond Wealth, LLC12,680$1.35M1.27%13F-HRTimeline
Note Advisors, LLC12,620$1.34M1.19%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS12,551$1.34M0.57%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC12,535$1.34M0.05%013F-HRTimeline
Cooksen Wealth, LLC12,535$1.34M1.23%+1,25013F-HRTimeline
DORVAL Corp12,517$1.33M0.53%+49913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…12,495$1.33M0.41%+1,91113F-HRTimelineGroup
MorganRosel Wealth Management, LLC12,473$1.33M0.44%-2,29413F-HRTimeline
B. Riley Wealth Advisors, Inc.12,413$1.32M0.04%-2,67613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,362$1.32M0.36%-2,52813F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV12,274$1.31M0.4%+3,71413F-HRTimeline
Elmwood Wealth Management, Inc.12,270$1.31M0.53%013F-HRTimeline
WCG Wealth Advisors LLC12,261$1.31M0.09%+1,50613F-HRTimeline
Spinnaker Investment Group, LLC12,245$1.3M0.31%-3,96613F-HRTimeline
Hurlow Wealth Management Group, Inc.12,075$1.29M0.4%-24513F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,981$1.28M0.04%+2,83813F-HRTimeline
D.A. DAVIDSON & CO.11,894$1.27M0.01%-1,22413F-HRTimeline
Private Portfolio Partners LLC11,893$1.27M0.23%+7313F-HRTimeline
GUIDANCE CAPITAL, INC11,896$1.26M0.39%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC11,818$1.26M0.17%+1,38013F-HRTimeline
Stone Summit Wealth LLC11,816$1.26M0.42%-5213F-HRTimeline
Haven Private, LLC11,765$1.25M0.7%13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp11,733$1.25M0.12%-1,32613F-HRTimelineGroup
Yardley Wealth Management LLC11,663$1.24M0.6%-4613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,661$1.24M0.05%+3,65013F-HRTimeline
Aegis Wealth Management LLC11,575$1.23M0.83%13F-HRTimeline
JNBA Financial Advisors11,498$1.23M0.13%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC11,469$1.22M0.24%-63613F-HRTimeline
TFB Advisors LLC11,422$1.22M0.35%+38613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,419$1.22M0.1%+30613F-HRTimeline
Olde Wealth Management, LLC11,357$1.21M0.43%013F-HRTimeline
Sepio Capital, LP11,348$1.21M0.1%013F-HRTimeline
Almanack Investment Partners, LLC.11,302$1.2M0.19%-49913F-HRTimeline
Apexium Financial, LP11,288$1.2M0.07%+19513F-HRTimeline
Roundview Capital LLC11,211$1.19M0.08%013F-HRTimeline
BIP Wealth, LLC11,135$1.19M0.08%+41213F-HRTimeline
Invst, LLC11,067$1.18M0.14%+87113F-HRTimeline
ARS Wealth Advisors Group, LLC11,022$1.17M0.16%+2,00013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD10,982$1.17M1.07%13F-HRTimeline
OARSMAN CAPITAL, INC.10,978$1.17M0.2%+23713F-HRTimeline
Compass Financial Group, Inc.10,972$1.17M0.56%+1613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,963$1.17M<0.01%+52613F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.10,925$1.16M0.75%+1,97513F-HRTimeline
Carl P. Sherr & Co., LLC10,796$1.15M0.6%-4,09113F-HRTimeline
Bristlecone Advisors, LLC10,690$1.14M0.09%+91813F-HRTimeline
Certus Wealth Management, LLC10,672$1.14M0.76%+3,98413F-HRTimeline
North Forty Two & Co.10,681$1.14M1.31%13F-HRTimeline
Cornerstone Investment Partners, LLC10,570$1.13M0.06%+66113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC10,501$1.12M0.02%-9,52013F-HRTimeline
Sowa Financial Group, Inc.10,474$1.12M0.7%new13F-HRTimeline
Global Wealth Management Investment Adv…10,472$1.12M0.23%+1,64813F-HRTimeline
Mosaic Advisors LLC10,418$1.11M1.3%-289,84413F-HRTimeline
Forza Wealth Management, LLC10,400$1.11M0.5%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,388$1.11M0.14%013F-HRTimeline
LongView Wealth Management10,367$1.1M0.34%+60213F-HRTimeline
Flagship Private Wealth, LLC10,343$1.1M0.53%-81513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…10,325$1.1M0.06%-40,12213F-HRTimeline
RENASANT BANK10,298$1.1M0.71%013F-HRTimeline
TCV Trust & Wealth Management, Inc.10,227$1.09M0.1%+1,11513F-HRTimeline
WHITTIER TRUST CO10,214$1.09M0.01%+98513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,210$1.09M0.03%-1,40213F-HRTimelineGroup
Delta Financial Group, Inc.10,181$1.08M0.25%new13F-HRTimeline
Brucke Financial, Inc.10,167$1.08M0.93%13F-HRTimeline