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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
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,159$1.08M-4,463Timeline
Verdence Capital Advisors LLC10,147$1.08M0.09%-72013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,139$1.08M0.02%-1,31513F-HRTimelineGroup
HTLF Bank10,113$1.08M0.12%013F-HRTimeline
Stonebridge Capital Advisors LLC10,078$1.07M0.09%-6213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,037$1.07M0.13%013F-HRTimeline
Vertex Planning Partners, LLC10,013$1.07M0.24%+1,54613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,000$1.07M0.16%013F-HRTimeline
WEBSTER BANK, N. A.10,000$1.07M0.11%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,986$1.06M0.12%new13F-HRTimelineGroup
Breakwater Investment Management9,973$1.06M0.45%+4,84613F-HR/ATimeline
Fairhaven Wealth Management, LLC9,939$1.06M0.33%-4013F-HRTimeline
Cherry Tree Wealth Management, LLC9,916$1.06M0.26%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,796$1.04M0.63%013F-HRTimeline
Syntegra Private Wealth Group, LLC9,771$1.04M0.12%-2,02413F-HRTimeline
Exchange Capital Management, Inc.9,760$1.04M0.17%-1,01513F-HRTimeline
ROMANO BROTHERS AND COMPANY9,750$1.04M0.13%013F-HRTimeline
Shared Vision Wealth Group LLC9,608$1.02M0.54%+75113F-HRTimeline
Koshinski Asset Management, Inc.9,608$1.02M0.09%-14513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,576$1.02M0.18%+1,30713F-HRTimeline
Capital Advisors, Ltd. LLC9,547$1.02M0.13%+713F-HRTimeline
Redhawk Wealth Advisors, Inc.9,540$1.02M0.14%+1,62713F-HRTimeline
Magnus Financial Group LLC9,516$1.01M0.1%+36713F-HRTimeline
WPG Advisers, LLC9,463$1.01M0.94%13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…9,437$1.01M1.06%013F-HRTimeline
Efficient Advisors, LLC9,405$1M0.06%-95313F-HRTimeline
Laurel Wealth Advisors LLC9,382$1000K0.16%+29913F-HRTimeline
Bangor Savings Bank9,374$999K0.09%+46113F-HRTimeline
DAVENPORT & Co LLC9,370$998K0.01%-23513F-HRTimeline
Glenview Trust Co9,360$997K0.02%-22113F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,359$997K0.38%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.9,336$995K0.33%+6,98913F-HRTimeline
Code Waechter LLC9,324$993K0.87%013F-HRTimeline
Elios Financial Group Inc.9,295$990K0.47%-1,10013F-HRTimeline
HBK Sorce Advisory LLC9,287$990K0.03%+1,47513F-HRTimeline
MainStreet Investment Advisors LLC9,245$985K0.14%+97013F-HRTimeline
SIMA Wealth Partners, LLC9,188$979K0.83%+413F-HRTimeline
Family Capital Management, Inc.9,147$975K0.59%+1,16713F-HRTimeline
Howard Capital Management, LLC9,095$969K0.02%-11913F-HRTimeline
Cyr Financial Inc.9,082$968K0.88%+53713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,071$966K0.52%-81713F-HRTimeline
Elyxium Wealth, LLC9,071$966K0.59%+92513F-HRTimeline
Bordeaux Wealth Advisors LLC9,022$961K0.15%+7913F-HR/ATimeline
Nilsine Partners, LLC9,007$960K0.1%-63813F-HRTimeline
Gray Private Wealth, LLC8,986$957K0.57%+913F-HRTimeline
Smith Thornton Advisors LLC8,925$951K0.6%013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…8,917$950K0.32%+4113F-HRTimelineGroup
4J Wealth Management LLC8,916$950K0.77%-74413F-HRTimeline
Pinnacle Bancorp, Inc.8,894$948K0.31%-2,30213F-HRTimeline
Greykasell Wealth Strategies, Inc.8,864$945K0.52%13F-HRTimeline
EHRLICH FINANCIAL GROUP8,847$943K0.67%+31513F-HRTimeline
Qube Research & Technologies Ltd8,840$942K<0.01%+2,23913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…8,887$941K0.67%+6613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska8,795$937K0.15%13F-HRTimelineGroup
DUNCKER STREETT & CO INC8,795$937K0.17%-3,18113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC8,773$935K0.04%+26813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,732$930K<0.01%+83813F-HRTimelineGroup
Wingate Wealth Advisors, Inc.8,716$929K0.91%13F-HRTimeline
Root Financial Partners, LLC8,652$922K0.11%+5,33213F-HRTimeline
Twele Capital Management, Inc.8,577$914K0.19%+30013F-HRTimeline
Ballentine Partners, LLC8,532$909K0.02%new13F-HRTimeline
Financial Freedom, LLC8,532$909K0.48%-17413F-HRTimeline
Leisure Capital Management8,509$907K0.36%new13F-HRTimeline
ROGCO, LP8,509$907K0.37%-31313F-HRTimeline
Parkside Financial Bank & Trust8,458$901K0.12%+3,85213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,431$898K0.44%-18813F-HRTimeline
ARRIEN INVESTMENTS, INC.8,418$898K0.64%-2,05913F-HRTimeline
W.H. Cornerstone Investments Inc.8,378$893K0.6%+41013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,360$891K0.19%+1,32513F-HRTimeline
Certified Advisory Corp8,352$890K0.1%+1413F-HRTimeline
Keel Point, LLC8,341$889K0.07%+16813F-HRTimeline
KINTRA WEALTH, LLC8,316$886K0.62%-4,06213F-HRTimeline
Crews Bank & Trust8,300$884K0.15%13F-HRTimeline
TFC Financial Management, Inc.8,268$881K0.14%new13F-HRTimeline
DecisionMap Wealth Management, LLC8,263$880K0.7%13F-HRTimeline
Spectrum Investment Advisors, Inc.8,247$879K0.59%-9213F-HRTimeline
AIFG Consultants Ltd.8,247$879K1.43%-25,68813F-HRTimeline
W ADVISORS, LLC8,231$877K0.54%-1,34513F-HRTimeline
Physician Wealth Advisors, Inc.8,217$876K0.15%-1,81313F-HRTimeline
L.K. Benson & Company, P.C.8,200$874K0.62%13F-HRTimeline
Veltria Advisors Corp.8,155$869K0.36%-7513F-HRTimeline
GeoWealth Management, LLC8,138$867K0.03%+3,09113F-HRTimeline
Midwest Financial Group LLC8,130$866K0.5%+4313F-HRTimeline
Allen Capital Group, LLC8,112$864K0.11%-96913F-HRTimeline
Freedom Investment Management, Inc.8,103$863K0.07%+45213F-HRTimeline
FIRST MANHATTAN CO. LLC.8,029$855K<0.01%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.7,963$848K0.07%-1,43513F-HRTimeline
Aspen Wealth Strategies, LLC7,957$848K0.54%+32513F-HRTimeline
Williams & Novak Wealth Management, LLC7,937$846K0.82%+14913F-HRTimeline
Lion Street Advisors, LLC7,903$842K0.27%-5713F-HRTimeline
Aveo Capital Partners, LLC7,859$837K0.09%-5,17413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,872$837K0.04%013F-HRTimeline
Smith Anglin Financial, LLC7,829$834K0.08%+1,35313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,779$829K<0.01%+2,44513F-HRTimelineGroup
Capital Investment Advisory Services, L…7,704$821K0.08%-2,30813F-HRTimeline
Sound View Wealth Advisors Group, LLC7,659$816K0.07%-43113F-HRTimeline
Altus Wealth Management, LLC7,640$814K0.36%+3,75513F-HRTimeline
Modern Wealth Management, LLC7,609$811K0.03%+2,25113F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC7,604$810K0.06%-20813F-HRTimeline
Goodwin Investment Advisory7,601$810K0.42%+2,47513F-HRTimeline
Aldebaran Financial Inc.7,597$810K0.95%new13F-HRTimeline
Eley Financial Management, Inc7,597$809K0.32%-23013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,588$808K0.23%+5,56913F-HRTimeline
Merriman Wealth Management, LLC7,556$805K0.03%+5,13713F-HRTimeline
FF Advisors,LLC7,483$803K0.55%-2313F-HRTimeline
Shotwell Rutter Baer Inc7,571$800K0.67%013F-HRTimeline
PFG Investments, LLC7,506$800K0.05%-81213F-HRTimeline
Tennessee Valley Asset Management Partn…7,491$798K0.13%+3013F-HRTimeline
Accredited Investors Inc.7,471$796K0.05%-15813F-HRTimeline
COUNTRY CLUB BANK7,455$795K0.05%-5013F-HRTimeline
Continuum Advisory, LLC7,439$793K0.1%-9,31913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,410$790K0.13%013F-HRTimeline
PBMares Wealth Management LLC7,410$789K0.16%new13F-HRTimeline
Advocacy Wealth Management, LLC7,397$788K0.06%013F-HRTimeline
Ransom Advisory, Ltd7,384$787K0.36%+80913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,373$786K0.05%013F-HRTimeline
Larson Financial Group LLC7,363$784K0.04%-42813F-HRTimeline
GEM Asset Management, LLC7,332$781K0.44%+2613F-HRTimeline
Peregrine Asset Advisers, Inc.7,327$781K0.29%-4,35913F-HRTimeline
Strategic Investment Advisors / MI7,323$780K0.08%+19113F-HRTimeline
Pallas Capital Advisors LLC7,320$780K0.03%-1,03813F-HRTimeline
Aspire Private Capital, LLC7,299$778K0.19%-4,88413F-HRTimeline
TCP Asset Management, LLC7,276$775K0.17%+2213F-HRTimeline
Wealth Alliance Advisory Group, LLC7,243$772K0.16%013F-HRTimeline
Independence Bank of Kentucky7,225$770K0.12%-81513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,197$767K0.04%+2,14213F-HRTimelineGroup
High Net Worth Advisory Group LLC7,163$763K0.21%+2213F-HRTimeline
Financial Sense Advisors, Inc.7,158$763K0.26%+11813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,156$762K0.07%+1,03513F-HRTimeline
Ballentine Capital Advisors, Inc7,123$759K0.39%-1,21713F-HRTimeline
Soltis Investment Advisors LLC7,121$759K0.07%+2,79013F-HRTimeline
Philip James Wealth Mangement, LLC7,107$757K0.1%-16913F-HRTimeline
Mount Lucas Management LP7,099$756K0.26%+20513F-HRTimeline
WBH ADVISORY INC7,060$752K0.07%-93413F-HRTimeline
Radnor Capital Management, LLC7,000$746K0.12%-1,18513F-HRTimeline
Argent Trust Co6,979$744K0.03%-33013F-HRTimeline
Summit Financial Wealth Advisors, LLC6,982$743K0.15%013F-HRTimeline
Valtrion Capital Management, LLC6,920$737K0.97%13F-HRTimeline
Gibbs Wealth Management6,918$737K0.2%+3,95013F-HRTimeline
J.W. COLE ADVISORS, INC.6,883$733K0.03%-2,94913F-HRTimeline
SeaCrest Wealth Management, LLC6,854$730K0.08%+2113F-HRTimeline
Chesapeake Wealth Management6,850$730K0.25%+1,17513F-HRTimeline
Hobart Private Capital, LLC6,830$728K0.18%new13F-HRTimeline
Westshore Wealth, LLC6,826$727K0.29%+74513F-HRTimeline
NTV Asset Management LLC6,816$726K0.1%-2,50013F-HRTimeline
EASTERN BANK6,765$721K0.01%013F-HRTimeline
West Financial Advisors, LLC6,718$716K0.14%+413F-HRTimeline
Altiora Financial Group, LLC6,678$712K0.15%013F-HRTimeline
Investments & Financial Planning, LLC6,674$711K0.44%+1613F-HRTimeline
Winthrop Advisory Group LLC6,667$710K0.09%+1,67913F-HRTimeline
Flaharty Asset Management, LLC6,665$710K0.1%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,653$709K0.11%013F-HR/ATimeline
HMS Capital Management, LLC6,591$702K0.34%+1,60613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,538$697K0.26%+2,82713F-HRTimeline
IFC Advisors LLC6,499$692K0.15%13F-HRTimeline
Merkkuri Wealth Advisors LLC6,476$690K0.55%+50913F-HRTimeline
SMITH, MOORE & CO.6,447$687K0.06%+2,20713F-HRTimeline
Columbia River Financial Group, LLC6,381$679K0.47%13F-HRTimeline
CFO4Life Group, LLC6,367$678K0.12%-70713F-HRTimeline
Heritage Family Offices, LLP6,359$678K0.34%-36513F-HRTimeline
GRANDFIELD & DODD, LLC6,312$673K0.04%013F-HRTimeline
Delta Wealth Advisors LLC6,259$667K0.63%+2,98613F-HRTimeline
Wescott Financial Advisory Group, LLC6,232$664K0.07%+4313F-HRTimeline
BALLAST ADVISORS LLC6,199$661K0.2%+34413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,146$655K0.05%-60213F-HRTimeline
Barnes Wealth Management Group, Inc6,130$653K0.44%13F-HRTimeline
Maple Capital Management, Inc.6,124$653K0.05%+1,43813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,112$651K0.31%+34313F-HRTimeline
Hiley Hunt Wealth Management6,111$651K0.36%+2,77613F-HRTimeline
CAPSTONE CAPITAL LLC6,110$651K0.53%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,102$650K0.05%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,060$646K0.02%+1,29613F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC6,049$645K0.37%+37013F-HRTimeline
Alta Wealth Advisors LLC6,024$642K0.28%+37413F-HRTimeline
1ST SOURCE BANK6,010$640K0.04%013F-HRTimeline
Heritage Financial Services, LLC6,005$640K0.08%+81513F-HRTimeline
Northwest Financial Advisors5,998$639K0.53%-6813F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP6,056$639K0.11%+3,58513F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,929$632K0.62%13F-HRTimeline
SWMG, LLC5,942$632K0.25%-1,26913F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC5,920$631K0.23%+5413F-HRTimeline
Level Wealth Management LLC5,897$628K0.44%13F-HR/ATimeline
OLD NATIONAL BANCORP /IN/5,880$627K0.01%-8713F-HRTimeline
AMI INVESTMENT MANAGEMENT INC5,879$626K0.2%+2,06613F-HRTimeline
RAM Investment Partners, LLC5,863$625K0.15%-9013F-HRTimeline
Weaver Capital Management LLC5,859$624K0.18%+2,37713F-HRTimeline
Bigelow Investment Advisors, LLC5,859$624K0.29%-33013F-HRTimeline
Good Life Advisors, LLC5,821$620K0.05%-5,98713F-HRTimeline
Copperleaf Capital, LLC5,817$620K0.39%+36913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,792$617K0.46%+11813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC5,769$615K0.53%+3013F-HRTimeline
Laird Norton Wetherby Wealth Management…5,653$602K0.03%013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC5,633$598K0.41%-1,50813F-HRTimeline
Clark Asset Management, LLC5,604$597K0.11%new13F-HRTimeline
Lee Financial Co5,584$595K0.08%+29413F-HRTimeline
Accel Wealth Management5,563$593K0.22%-713F-HRTimeline
UNION SAVINGS BANK5,562$593K0.29%+1,62413F-HRTimeline
Smartleaf Asset Management LLC5,540$591K0.06%-2,38213F-HRTimeline
Fairway Wealth LLC5,533$590K0.27%+1,51213F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,525$589K0.19%+3613F-HRTimeline