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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
Laurel Wealth Advisors LLC9,745$1.03M0.16%+36313F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,728$1.03M0.13%-66013F-HRTimeline
DAVENPORT & Co LLC9,720$1.02M0.01%+35013F-HRTimeline
Certus Wealth Management, LLC9,765$1.02M0.69%-90713F-HRTimeline
Transform Wealth, LLC9,635$1.02M0.06%new13F-HRTimeline
Magnus Financial Group LLC9,537$1.01M0.1%+2113F-HRTimeline
Qube Research & Technologies Ltd9,494$1M<0.01%+65413F-HRTimeline
Wealth Advisors of Iowa, LLC9,486$1M0.43%+4,13713F-HRTimeline
Bordeaux Wealth Advisors LLC9,466$998K0.18%+44413F-HRTimeline
Capital Advisors, Ltd. LLC9,410$992K0.13%-13713F-HRTimeline
Redhawk Wealth Advisors, Inc.9,400$991K0.13%-14013F-HRTimeline
Glenview Trust Co9,397$991K0.02%+3713F-HR/ATimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…9,385$990K0.18%-8,10613F-HRTimelineGroup
Bangor Savings Bank9,374$988K0.09%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.9,374$988K0.29%+3813F-HRTimeline
Family Capital Management, Inc.9,331$984K0.61%+18413F-HRTimeline
Brookwood Investment Group LLC9,325$983K0.17%13F-HRTimeline
MainStreet Investment Advisors LLC9,320$983K0.14%+7513F-HRTimeline
Strategic Investment Advisors / MI9,286$979K0.1%+1,96313F-HRTimeline
Trivium Point Advisory, LLC9,280$978K0.12%-6,12613F-HRTimeline
KEYVANTAGE WEALTH, LLC9,272$978K0.48%-6,35913F-HRTimeline
Cherry Tree Wealth Management, LLC9,261$976K0.24%-65513F-HRTimeline
ROMANO BROTHERS AND COMPANY9,250$975K0.13%-50013F-HRTimeline
Delta Financial Group, Inc.9,219$973K0.22%-96213F-HRTimeline
Triad Wealth Partners, LLC9,210$971K0.3%-11,18313F-HRTimeline
HMS Capital Management, LLC9,354$971K0.54%+2,76313F-HRTimeline
SIMA Wealth Partners, LLC9,184$968K0.8%-413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,121$962K0.18%-45513F-HRTimeline
Howard Capital Management, LLC9,095$959K0.02%013F-HRTimeline
GeoWealth Management, LLC9,063$956K0.04%+92513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT9,037$953K0.12%-1,00013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,017$951K0.11%-96913F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…9,017$951K0.29%+10013F-HRTimelineGroup
MorganRosel Wealth Management, LLC9,009$950K0.29%-3,46413F-HRTimeline
Nilsine Partners, LLC9,007$950K0.1%013F-HRTimeline
Roundview Capital LLC9,006$950K0.07%-2,20513F-HRTimeline
Tyche Wealth Partners LLC8,956$944K0.2%+5,42613F-HRTimeline
Florin Court Capital LLP8,900$938K0.97%-14,50013F-HRTimeline
Elios Financial Group Inc.8,879$936K0.46%-41613F-HRTimeline
4J Wealth Management LLC8,871$935K0.74%-4513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,861$934K0.25%-3,50113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,858$934K0.09%-6,90513F-HR/ATimeline
W ADVISORS, LLC8,833$931K0.58%+60213F-HRTimeline
DUNCKER STREETT & CO INC8,795$927K0.18%013F-HRTimeline
Wingate Wealth Advisors, Inc.8,739$921K1.06%+2313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,733$921K0.03%-1,47713F-HRTimelineGroup
EHRLICH FINANCIAL GROUP8,730$920K0.67%-11713F-HRTimeline
VestGen Advisors, LLC8,729$920K0.04%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,705$918K0.45%-36613F-HRTimeline
Twele Capital Management, Inc.8,700$917K0.19%+12313F-HRTimeline
ROGCO, LP8,696$917K0.37%+18713F-HRTimeline
Cyr Financial Inc.8,662$913K0.82%-42013F-HR/ATimeline
GOULD ASSET MANAGEMENT LLC /CA/8,660$913K0.19%+30013F-HRTimeline
SSA SWISS ADVISORS AG8,540$900K0.46%13F-HRTimeline
Greykasell Wealth Strategies, Inc.8,510$897K0.48%-35413F-HRTimeline
Certified Advisory Corp8,482$894K0.1%+13013F-HRTimeline
Larson Financial Group LLC8,476$894K0.04%+1,11313F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,442$890K0.79%+4,91913F-HRTimeline
Operose Advisors LLC8,434$889K0.29%+3,96113F-HRTimeline
ARRIEN INVESTMENTS, INC.8,418$888K0.64%013F-HRTimeline
Keel Point, LLC8,414$887K0.07%+7313F-HRTimeline
DecisionMap Wealth Management, LLC8,406$886K0.67%+14313F-HRTimeline
LifeGoal Investments, LLC8,404$886K0.96%-4,81013F-HRTimeline
Exchange Capital Management, Inc.8,394$885K0.14%-1,36613F-HRTimeline
Efficient Advisors, LLC8,378$883K0.06%-1,02713F-HR/ATimeline
Spectrum Investment Advisors, Inc.8,259$871K0.56%+1213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,258$871K0.43%-17313F-HRTimeline
APPLETON PARTNERS INC/MA8,228$868K0.07%-10,23713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,228$868K0.05%+2,98313F-HRTimelineGroup
L.K. Benson & Company, P.C.8,200$865K0.6%013F-HRTimeline
Shared Vision Wealth Group LLC8,188$863K0.47%-1,42013F-HRTimeline
OLD NATIONAL BANCORP /IN/8,160$860K0.02%+2,28013F-HRTimeline
CoreCap Advisors, LLC8,114$856K0.04%-9,71213F-HRTimeline
Midwest Financial Group LLC8,052$849K0.49%-7813F-HRTimeline
Parkside Financial Bank & Trust7,955$839K0.11%-50313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,924$836K<0.01%-80813F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.7,910$834K0.14%+50013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…8,068$834K0.61%-81913F-HRTimeline
Members Trust Co7,900$833K0.03%-17113F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …7,874$830K0.29%+3,53813F-HRTimeline
TSA Wealth Managment LLC7,867$829K0.33%-8,07813F-HRTimeline
HBK Sorce Advisory LLC7,864$829K0.02%-1,42313F-HRTimeline
Crews Bank & Trust7,800$822K0.14%-50013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,872$820K0.04%013F-HRTimeline
Smith Anglin Financial, LLC7,765$819K0.09%-6413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,604$810K0.06%013F-HRTimeline
Accredited Investors Inc.7,667$808K0.05%+19613F-HRTimeline
Sound View Wealth Advisors Group, LLC7,650$807K0.07%-913F-HRTimeline
Freedom Investment Management, Inc.7,647$806K0.07%-45613F-HRTimeline
Veltria Advisors Corp.7,585$800K0.52%-57013F-HRTimeline
High Net Worth Advisory Group LLC7,576$799K0.23%+41313F-HRTimeline
Syntegra Private Wealth Group, LLC7,518$793K0.09%-2,25313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,507$792K<0.01%-27213F-HRTimelineGroup
Pallas Capital Advisors LLC7,467$787K0.03%+14713F-HRTimeline
Continuum Advisory, LLC7,463$787K0.1%+2413F-HRTimeline
PBMares Wealth Management LLC7,448$785K0.16%+3813F-HRTimeline
Allen Capital Group, LLC7,439$784K0.09%-67313F-HRTimeline
COUNTRY CLUB BANK7,455$784K0.05%013F-HRTimeline
PFG Investments, LLC7,403$781K0.05%-10313F-HRTimeline
Advocacy Wealth Management, LLC7,397$780K0.05%013F-HRTimeline
Fairway Wealth LLC7,397$780K0.29%+1,86413F-HRTimeline
Shotwell Rutter Baer Inc7,360$778K0.69%-21113F-HRTimeline
Lion Street Advisors, LLC7,334$773K0.25%-56913F-HRTimeline
Investments & Financial Planning, LLC7,315$771K0.5%+64113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,260$765K0.28%+72213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,258$765K0.05%-11513F-HRTimeline
Peregrine Asset Advisers, Inc.7,247$764K0.29%-8013F-HRTimeline
Wealth Alliance Advisory Group, LLC7,243$764K0.16%013F-HRTimeline
FF Advisors,LLC7,299$763K0.44%-18413F-HRTimeline
Physician Wealth Advisors, Inc.7,233$763K0.13%-98413F-HRTimeline
Eley Financial Management, Inc7,221$762K0.31%-37613F-HRTimeline
Aspen Wealth Strategies, LLC7,213$761K0.5%-74413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…7,220$759K0.34%+1,10813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,151$754K0.05%13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC7,136$752K0.03%-1,63713F-HRTimeline
Ballentine Capital Advisors, Inc7,123$751K0.38%013F-HRTimeline
WHITTIER TRUST CO7,080$747K0.01%-3,13413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,058$744K+3,445Timeline
TCP Asset Management, LLC7,036$742K0.17%-24013F-HRTimeline
Summit Financial Wealth Advisors, LLC6,982$736K0.15%013F-HRTimeline
GEM Asset Management, LLC6,963$735K0.41%-36913F-HRTimeline
Financial Sense Advisors, Inc.6,951$733K0.21%-20713F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP7,120$729K0.15%+1,06413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,881$726K0.06%-7,59613F-HR/ATimeline
Flaharty Asset Management, LLC6,877$725K0.1%+21213F-HRTimeline
Rockbridge Investment Management, LCC6,874$725K0.09%-5,94213F-HRTimeline
Sterling Investment Counsel, LLC6,857$723K0.25%new13F-HRTimeline
SeaCrest Wealth Management, LLC6,854$723K0.08%013F-HRTimeline
Gibbs Wealth Management6,848$722K0.17%-7013F-HRTimeline
Valtrion Capital Management, LLC6,828$720K0.97%-9213F-HRTimeline
Signal Advisors Wealth, LLC6,821$719K0.07%+2,69913F-HRTimeline
NTV Asset Management LLC6,816$719K0.1%013F-HRTimeline
West Financial Advisors, LLC6,795$716K0.14%+7713F-HRTimeline
Affiance Financial, LLC6,770$714K0.17%-8,59113F-HRTimeline
Kagan Cocozza Asset Management6,753$712K0.58%+1,30513F-HRTimeline
GWN SECURITIES INC.6,811$710K0.04%new13F-HRTimeline
Independence Bank of Kentucky6,731$710K0.11%-49413F-HRTimeline
Tennessee Valley Asset Management Partn…6,729$710K0.12%-76213F-HRTimeline
Altiora Financial Group, LLC6,678$704K0.15%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,653$701K0.11%013F-HRTimeline
Wilmington Savings Fund Society, FSB6,623$698K0.01%+2,88213F-HRTimeline
Camarda Financial Advisors, LLC6,617$698K0.31%+2,80013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,558$692K0.05%+41213F-HRTimeline
Annex Advisory Services, LLC6,557$691K0.02%-6,70313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,631$690K0.07%+1,29813F-HRTimeline
Smith Thornton Advisors LLC6,520$687K0.43%-2,40513F-HRTimeline
IFC Advisors LLC6,516$687K0.14%+1713F-HRTimeline
Columbia River Financial Group, LLC6,521$687K0.46%+14013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC6,491$684K0.22%+61213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,474$683K0.1%-2,32113F-HRTimelineGroup
SMITH, MOORE & CO.6,468$682K0.06%+2113F-HRTimeline
Hexagon Capital Partners LLC6,442$679K0.13%+1,18913F-HRTimeline
Cornerstone Financial Group, LLC /NE/6,516$679K0.61%+58713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC6,387$673K0.25%+46713F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.6,357$670K0.23%13F-HRTimeline
AIFG Consultants Ltd.6,355$670K1.1%-1,89213F-HRTimeline
Values Added Financial LLC6,349$669K0.37%+1,19013F-HRTimeline
Soltis Investment Advisors LLC6,245$658K0.06%-87613F-HRTimeline
LANARK FINANCIAL, INC.6,214$655K0.06%+6,20813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,178$651K0.04%-8,99013F-HR/ATimelineGroup
Hiley Hunt Wealth Management6,172$651K0.36%+6113F-HRTimeline
Smartleaf Asset Management LLC6,187$651K0.06%+64713F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,110$644K0.05%+813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,140$643K0.25%-21,27513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,060$639K0.09%013F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,048$638K0.02%-9,20113F-HRTimelineGroup
Alta Wealth Advisors LLC6,030$636K0.29%+613F-HRTimeline
Heritage Family Offices, LLP6,029$636K0.33%-33013F-HRTimeline
1ST SOURCE BANK6,010$634K0.04%013F-HRTimeline
Northwest Financial Advisors6,008$633K0.53%+1013F-HRTimeline
Stanich Group LLC5,961$629K0.46%+1,18513F-HRTimeline
Merkkuri Wealth Advisors LLC5,936$626K0.54%-54013F-HRTimeline
CFO4Life Group, LLC5,912$623K0.1%-45513F-HRTimeline
MGO ONE SEVEN LLC5,895$622K0.02%+2,68013F-HRTimeline
Financial Freedom, LLC5,893$621K0.36%-2,63913F-HRTimeline
RAM Investment Partners, LLC5,852$617K0.15%-1113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,792$611K0.43%013F-HRTimeline
Argent Trust Co5,786$610K0.03%-1,19313F-HRTimeline
CALTON & ASSOCIATES, INC.5,745$606K0.14%new13F-HR/ATimeline
JIM SAULNIER & ASSOCIATES, LLC5,736$605K0.47%-3313F-HRTimeline
Lee Financial Co5,732$604K0.09%+14813F-HRTimeline
Rialto Wealth Management, LLC5,719$603K0.19%+3,44013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,659$597K0.09%new13F-HRTimeline
Envision Financial LLC5,657$596K0.45%+2,80013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,653$596K0.01%+1,21013F-HRTimelineGroup
Philip James Wealth Mangement, LLC5,646$595K0.07%-1,46113F-HRTimeline
Weaver Capital Management LLC5,635$594K0.16%-22413F-HRTimeline
WPG Advisers, LLC5,632$594K0.55%-3,83113F-HRTimeline
Wescott Financial Advisory Group, LLC5,627$593K0.06%-60513F-HRTimeline
KFA Private Wealth Group, LLC5,593$590K0.21%+62413F-HRTimeline
UNION SAVINGS BANK5,562$586K0.29%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,557$586K0.05%-1,59913F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,525$583K0.19%013F-HRTimeline
Uptown Financial Advisors LLC5,518$582K0.6%013F-HRTimeline
Haverford Trust Co5,515$582K0.01%+2,26013F-HRTimeline
Charter Oak Capital Management, LLC5,450$575K0.05%+1,87513F-HRTimeline
LITTLE HOUSE CAPITAL LLC5,447$574K0.16%+1,91913F-HRTimeline
Cadent Capital Advisors, LLC5,405$570K0.22%+2713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,405$570K0.04%013F-HRTimelineGroup
Good Life Advisors, LLC5,398$569K0.04%-42313F-HRTimeline