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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
THEORY FINANCIAL LLC19,223$2.03M0.85%-11,51813F-HRTimeline
Breakwater Capital Group19,218$2.03M0.36%-55213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC19,216$2.03M0.79%-95313F-HRTimeline
Financial Strategies Group, Inc.19,440$2.01M0.48%+84413F-HRTimeline
Gen-Wealth Partners Inc19,066$2.01M0.84%+4,79113F-HRTimeline
TruNorth Capital Management, LLC18,985$2M0.5%+2,23913F-HRTimeline
Fortis Capital Advisors, LLC18,955$2M0.41%+16,88213F-HRTimeline
FC Advisory LLC18,842$1.99M0.67%+59513F-HRTimeline
Cornerstone Investment Partners, LLC18,819$1.98M0.1%+8,24913F-HRTimeline
Beaumont Financial Advisors, LLC18,796$1.98M0.16%-3,71913F-HRTimeline
Professional Financial Advisors, LLC18,452$1.95M0.49%+1,37313F-HRTimeline
Arkadios Wealth Advisors18,425$1.94M0.07%+3,12213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC18,415$1.94M0.03%+7,91413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…18,344$1.93M0.21%-59413F-HR/ATimelineGroup
Aveo Capital Partners, LLC18,481$1.93M0.32%+10,62213F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC18,265$1.93M1.8%+1,09013F-HRTimeline
Main Street Financial Solutions, LLC18,264$1.93M0.17%+30713F-HRTimeline
FAS Wealth Partners, Inc.18,231$1.92M0.16%+1,59013F-HRTimeline
Columbia Bank18,169$1.92M0.66%-10013F-HRTimeline
Keystone Wealth Services, LLC18,121$1.91M0.52%-19413F-HRTimeline
RIVERSEDGE ADVISORS, LLC18,015$1.9M0.42%-4,60313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,804$1.88M<0.01%+15,41613F-HRTimelineGroup
Crumly & Associates Inc.17,684$1.86M0.51%+47413F-HRTimeline
Equita Financial Network, Inc.17,661$1.86M0.65%-54,08713F-HRTimeline
Cornerstone Wealth Group, LLC17,518$1.85M0.15%+80713F-HRTimeline
Oak Wealth Advisors LLC17,406$1.84M1.36%-6,94513F-HRTimeline
LJI Wealth Management, LLC17,387$1.83M0.37%+3613F-HRTimeline
TPG Advisors LLC17,331$1.83M1.44%-2,77313F-HRTimeline
Sterling Financial Planning, Inc.17,243$1.82M0.66%-5,99613F-HRTimeline
Canvas Wealth Advisors, LLC17,599$1.81M0.47%+3,16613F-HRTimeline
Kings Path Partners LLC17,118$1.8M0.88%-1,66813F-HRTimeline
HARBOUR INVESTMENTS, INC.17,088$1.8M0.05%-4,77613F-HRTimeline
Bernardo Wealth Planning LLC17,084$1.8M0.43%+13013F-HR/ATimeline
Emprise Bank17,037$1.8M0.96%new13F-HRTimeline
FIDELITY D & D BANCORP INC16,986$1.79M1.18%-5,75013F-HRTimeline
Liberty Capital Management, Inc.16,924$1.78M0.4%013F-HRTimeline
Cannon Advisors, Inc.16,821$1.77M1.63%-3113F-HRTimeline
CROBAN16,782$1.77M1.63%+1,64213F-HRTimeline
Pinnacle Financial Partners Inc16,526$1.76M0.04%-39213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,659$1.76M0.06%+49813F-HRTimeline
LifePlan Investment Advisors, Inc.16,644$1.75M1.01%+1,32913F-HRTimeline
Mill Creek Capital Advisors, LLC16,476$1.74M0.04%+1313F-HRTimeline
Capital Investment Advisors, LLC16,451$1.73M0.03%-15713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS16,395$1.73M0.07%-1,77313F-HRTimelineGroup
Francis Financial, Inc.16,309$1.72M0.42%-3613F-HRTimeline
D.A. DAVIDSON & CO.16,278$1.72M0.01%+4,38413F-HRTimeline
RESTON WEALTH MANAGEMENT LLC16,126$1.7M0.69%-68,26513F-HRTimeline
Dorsey & Whitney Trust CO LLC16,117$1.7M0.1%-14913F-HRTimeline
SOL Capital Management CO16,080$1.7M0.19%-4,25713F-HRTimeline
SMART Wealth LLC16,073$1.69M0.61%+1,48013F-HRTimeline
SPINNAKER TRUST16,041$1.69M0.11%013F-HRTimeline
United Community Bankin group United Community Bank15,826$1.67M0.62%013F-HRTimelineGroup
Sage Financial Management Group, Inc.15,775$1.66M0.6%-57013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC15,713$1.66M0.06%+4,05213F-HRTimeline
Capasso Planning Partners LLC15,673$1.65M0.69%+36713F-HRTimeline
Running Point Capital Advisors, LLC15,605$1.65M0.52%+34813F-HRTimeline
Scissortail Wealth Management, LLC15,568$1.64M0.42%-1,98113F-HRTimeline
Forefront Wealth Partners, LLC15,550$1.64M1.12%-3,16113F-HRTimeline
Windward Private Wealth Management Inc.15,526$1.64M0.64%013F-HRTimeline
Evanson Asset Management, LLC15,500$1.63M0.12%new13F-HRTimeline
Lineweaver Wealth Advisors, LLC15,444$1.63M0.28%+1,25313F-HRTimeline
Park Place Capital Corp15,417$1.63M0.44%+7513F-HRTimeline
Abound Wealth Management15,348$1.62M0.54%-1,99013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC15,292$1.61M1.35%new13F-HRTimeline
UNITED BANK15,259$1.61M0.2%-8,32413F-HRTimeline
GTS SECURITIES LLC15,258$1.61M0.07%new13F-HRTimeline
First National Bank of Mount Dora, Trus…15,229$1.61M0.39%013F-HRTimeline
SAX WEALTH ADVISORS, LLC15,215$1.6M0.11%-3,23513F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…15,184$1.6M0.24%-2013F-HRTimelineGroup
Legacy Edge Advisors, LLC15,162$1.6M0.25%+29713F-HRTimeline
Ausdal Financial Partners, Inc.15,139$1.6M0.12%-3,21213F-HRTimeline
Balance Wealth Partners LLC15,122$1.59M1.04%13F-HRTimeline
White & Co Financial Planning Inc15,141$1.59M1.37%-83613F-HRTimeline
Jacobi Capital Management LLC15,071$1.59M0.12%-15113F-HRTimeline
Wealthstar Advisors, LLC15,045$1.59M0.73%013F-HRTimeline
FLP Wealth Management, LLC15,004$1.58M5.03%+91213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group14,961$1.58M0.21%-4913F-HRTimelineGroup
CONSILIO WEALTH ADVISORS, LLC14,940$1.58M0.66%+93313F-HRTimeline
Cypress Wealth Services, LLC14,924$1.57M0.32%-6,28013F-HRTimeline
Advisory Alpha, LLC14,837$1.56M0.05%+1,79113F-HR/ATimeline
MYECFO, LLC14,783$1.56M0.82%-43013F-HRTimeline
ForthRight Wealth Management, LLC14,740$1.55M0.52%-36713F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …14,734$1.55M0.09%-10713F-HRTimelineGroup
Etesian Wealth Advisors, Inc.14,537$1.53M0.66%013F-HRTimeline
Meridian Wealth Management, LLC14,533$1.53M0.07%+57513F-HRTimeline
Everhart Financial Group, Inc.14,530$1.53M0.21%+1,04613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,418$1.52M0.12%-22213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,356$1.51M1.27%-1913F-HR/ATimeline
Advyzon Investment Management, LLC14,334$1.51M0.53%+8713F-HRTimeline
BIP Wealth, LLC14,329$1.51M0.1%+3,19413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT14,318$1.51M0.1%-77313F-HRTimeline
IFP Advisors, Inc14,318$1.51M0.05%-72013F-HRTimeline
Claro Advisors Inc.14,198$1.5M0.2%+73813F-HRTimeline
Andina Capital Management, LLC14,177$1.49M1.06%new13F-HRTimeline
CVA Family Office, LLC14,111$1.49M0.23%+8,88613F-HRTimeline
Financial Partners Group, Inc14,017$1.48M0.23%+1,26113F-HRTimeline
SONATA CAPITAL GROUP INC13,985$1.48M0.64%+4113F-HRTimeline
Heartwood Wealth Advisors LLC13,913$1.47M0.17%-97,07713F-HRTimeline
Tortoise Investment Management, LLC13,835$1.46M0.15%-1,68813F-HR/ATimeline
PINNEY & SCOFIELD, INC.13,830$1.46M1.06%013F-HRTimeline
Rooted Wealth Advisors, Inc.13,626$1.44M0.62%-3013F-HRTimeline
DORVAL Corp13,353$1.44M0.58%+83613F-HRTimeline
GFS Advisors, LLC13,555$1.43M0.29%new13F-HRTimeline
MCF Advisors LLC13,543$1.43M0.1%-11,55313F-HRTimeline
ProVise Management Group, LLC13,350$1.41M0.12%-77313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,285$1.4M<0.01%+2,32213F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,226$1.39M0.18%-8613F-HRTimeline
Horan Securities, Inc.13,183$1.39M0.53%+12513F-HRTimeline
Greenspring Advisors, LLC13,097$1.38M0.33%-2,62613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,063$1.38M0.08%-6,73913F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC13,030$1.37M1.13%-25013F-HRTimeline
GUIDANCE CAPITAL, INC13,103$1.37M0.42%+1,20713F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV12,936$1.36M0.43%+66213F-HRTimeline
Spectrum Wealth Counsel, LLC12,863$1.36M0.16%-40013F-HRTimeline
Cambria Investment Management, L.P.12,685$1.35M0.09%013F-HRTimeline
Western Wealth Management, LLC12,708$1.34M0.09%-1,00813F-HRTimeline
Journey Beyond Wealth, LLC12,680$1.34M1.25%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES12,666$1.34M0.52%-15213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS12,551$1.32M0.54%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC12,535$1.32M0.05%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…12,488$1.32M0.4%-713F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp12,378$1.31M0.15%+64513F-HRTimelineGroup
Bond & Devick Financial Network, Inc.12,321$1.3M0.47%-49913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,430$1.3M0.08%-3,61913F-HRTimelineGroup
Elmwood Wealth Management, Inc.12,270$1.29M0.53%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,220$1.29M0.02%+2,08113F-HRTimelineGroup
NWAM LLC12,190$1.29M0.11%-6,08413F-HRTimeline
Modern Wealth Management, LLC12,180$1.28M0.04%+4,57113F-HR/ATimeline
Investment Planning Advisors, Inc.12,143$1.28M0.52%-12,36113F-HRTimeline
Archford Capital Strategies, LLC12,130$1.28M0.19%-2,79913F-HRTimeline
Code Waechter LLC12,124$1.28M1.05%+2,80013F-HRTimeline
PrairieView Partners, LLC12,113$1.28M0.13%-10,83213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC12,101$1.28M0.25%+63213F-HRTimeline
Trinity Financial Advisors LLC11,966$1.27M0.46%new13F-HR/ATimeline
Breakwater Investment Management11,952$1.26M0.54%+1,97913F-HRTimeline
Bristlecone Advisors, LLC11,945$1.26M0.1%+1,25513F-HRTimeline
Note Advisors, LLC11,938$1.26M1.04%-68213F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,911$1.26M0.04%-7013F-HRTimeline
B. Riley Wealth Advisors, Inc.11,880$1.25M0.04%-53313F-HRTimeline
Flagship Private Wealth, LLC11,874$1.25M0.6%+1,53113F-HRTimeline
ABLE Financial Group, LLC11,846$1.25M0.35%-3,69413F-HRTimeline
J.W. COLE ADVISORS, INC.11,843$1.25M0.04%+4,96013F-HRTimeline
Ballentine Partners, LLC11,815$1.25M0.02%+3,28313F-HRTimeline
Hurlow Wealth Management Group, Inc.11,788$1.24M0.39%-28713F-HRTimeline
Haven Private, LLC11,765$1.24M0.7%013F-HRTimeline
LongView Wealth Management11,752$1.24M0.37%+1,38513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…11,750$1.24M0.07%+1,42513F-HRTimeline
TFB Advisors LLC11,679$1.23M0.35%+25713F-HRTimeline
Stone Summit Wealth LLC11,676$1.23M0.42%-14013F-HRTimeline
Yardley Wealth Management LLC11,678$1.23M0.73%+1513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,674$1.23M1.4%+2,23713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,636$1.23M0.1%+21713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC11,584$1.22M0.35%+3,99613F-HRTimeline
Aegis Wealth Management LLC11,575$1.22M0.72%013F-HRTimeline
W.H. Cornerstone Investments Inc.11,501$1.21M0.84%+3,12313F-HRTimeline
JNBA Financial Advisors11,498$1.21M0.13%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,458$1.21M0.18%-11,03513F-HRTimeline
Cooksen Wealth, LLC11,174$1.2M1.22%-1,36113F-HRTimeline
PINNACLE ASSOCIATES LTD11,349$1.2M0.02%-3,54713F-HRTimeline
Godshalk Welsh Capital Management, Inc.11,275$1.19M0.78%+35013F-HRTimeline
Keystone Financial Services11,274$1.19M0.45%new13F-HRTimeline
Sepio Capital, LP11,243$1.19M0.09%-10513F-HRTimeline
Olde Wealth Management, LLC11,171$1.18M0.42%-18613F-HRTimeline
TSFG, LLC11,135$1.17M0.24%-2,16713F-HRTimeline
SeaBridge Investment Advisors LLC11,128$1.17M0.25%-3,70013F-HRTimeline
PFG Advisors11,123$1.17M0.07%-1,93113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC11,093$1.17M0.16%-72513F-HRTimeline
Koshinski Asset Management, Inc.11,058$1.17M0.1%+1,45013F-HRTimeline
Pinnacle Bancorp, Inc.11,046$1.16M0.38%+2,15213F-HRTimeline
Brucke Financial, Inc.11,105$1.16M1.01%+93813F-HRTimeline
Level Wealth Management LLC11,015$1.16M0.76%+5,11813F-HRTimeline
OARSMAN CAPITAL, INC.11,001$1.16M0.21%+2313F-HRTimeline
Compass Financial Group, Inc.10,993$1.16M0.6%+2113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD10,982$1.16M1.04%013F-HRTimeline
Carl P. Sherr & Co., LLC10,961$1.16M0.63%+16513F-HRTimeline
Apexium Financial, LP10,926$1.15M0.07%-36213F-HRTimeline
Inscription Capital, LLC10,533$1.13M0.19%13F-HRTimeline
Hobart Private Capital, LLC10,711$1.13M0.28%+3,88113F-HRTimeline
North Forty Two & Co.10,681$1.13M1.25%013F-HRTimeline
TCV Trust & Wealth Management, Inc.10,547$1.11M0.1%+32013F-HRTimeline
Global Wealth Management Investment Adv…10,479$1.1M0.22%+713F-HRTimeline
Forza Wealth Management, LLC10,400$1.1M0.49%013F-HRTimeline
RENASANT BANK10,298$1.09M0.72%013F-HRTimeline
IBEX WEALTH ADVISORS10,274$1.08M0.14%-10,03113F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC10,182$1.07M0.05%+2,98513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,170$1.07M0.03%+1113F-HRTimelineGroup
Private Wealth Asset Management, LLC10,141$1.07M0.15%13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,105$1.07M-4,885Timeline
Flagstone Financial Management10,093$1.06M0.34%+5,97313F-HRTimeline
Vertex Planning Partners, LLC10,051$1.06M0.23%+3813F-HRTimeline
Stonebridge Capital Advisors LLC10,018$1.06M0.09%-6013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,000$1.05M0.16%013F-HRTimeline
WEBSTER BANK, N. A.9,952$1.05M0.12%-4813F-HRTimeline
Edgemoor Investment Advisors, Inc.9,863$1.04M0.1%+1,90013F-HRTimeline
Verdence Capital Advisors LLC9,860$1.04M0.08%-28713F-HRTimeline
Sowell Financial Services LLC9,854$1.04M0.05%new13F-HRTimeline
Gray Private Wealth, LLC9,853$1.04M0.63%+86713F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,826$1.04M0.49%+46713F-HRTimeline
Davis Wealth Advisors, LLC9,799$1.03M1.17%-5,47013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,796$1.03M0.62%013F-HRTimeline