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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
Uptown Financial Advisors LLC5,518$588K0.63%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,482$584K0.01%+1,06913F-HRTimeline
Kagan Cocozza Asset Management5,448$580K0.48%13F-HRTimeline
Evolution Wealth Advisors, LLC5,433$579K0.1%+48613F-HRTimeline
FUTURE YOU WEALTH LLC5,431$579K0.41%13F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA5,416$577K0.09%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.5,405$576K0.04%013F-HRTimelineGroup
Integris Wealth Management, LLC5,384$574K0.16%+1,70813F-HRTimeline
Cadent Capital Advisors, LLC5,378$573K0.2%+5213F-HRTimeline
Rock Point Advisors, LLC5,375$573K0.17%new13F-HRTimeline
Provenance Wealth Advisors, LLC5,359$571K0.07%013F-HRTimeline
Wealth Advisors of Iowa, LLC5,349$570K0.29%-3,69313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,333$568K0.06%+1,16613F-HRTimeline
Tradition Wealth Management, LLC5,296$564K0.05%-30013F-HRTimeline
Hexagon Capital Partners LLC5,253$560K0.1%-2413F-HRTimeline
Patriot Financial Group Insurance Agenc…5,249$559K0.08%-88113F-HRTimeline
Wealth Group, Ltd.5,246$559K0.36%+97713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,245$559K0.04%+56013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC5,231$557K0.14%-1,59513F-HRTimeline
Atlas Brown,Inc.5,226$557K0.19%+52613F-HRTimeline
CVA Family Office, LLC5,225$557K0.09%+87513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,213$555K<0.01%-6,70613F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC5,159$550K0.22%new13F-HRTimeline
Values Added Financial LLC5,159$550K0.32%013F-HRTimeline
Gallacher Capital Management LLC5,157$549K0.27%+1,57113F-HRTimeline
Newman Dignan & Sheerar, Inc.5,123$546K0.14%-9913F-HRTimeline
BEACON FINANCIAL GROUP5,111$545K0.06%+1,23913F-HRTimeline
Vantage Financial Partners, LLC5,107$544K0.14%+1,21913F-HRTimeline
BlueStem Wealth Partners, LLC5,092$543K0.07%13F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,071$540K0.01%new13F-HRTimeline
Sandbox Financial Partners, LLC5,059$539K0.18%-32113F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,000$533K0.14%013F-HRTimeline
DAVIDSON TRUST CO5,000$533K0.27%013F-HRTimeline
Hummer Financial Advisory Services Inc5,000$533K0.42%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/5,000$533K0.25%013F-HRTimelineGroup
JB Capital LLC4,999$533K0.03%new13F-HRTimeline
Rappaport Reiches Capital Management, L…4,985$531K0.14%-97913F-HRTimeline
Aries Wealth Management4,980$531K0.15%013F-HRTimeline
OLIO Financial Planning4,971$530K0.19%-3,59613F-HRTimeline
KFA Private Wealth Group, LLC4,969$529K0.22%+1,23313F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC4,950$527K0.23%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,911$523K0.06%+1613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC4,894$521K0.26%-2,00513F-HRTimeline
Willow Creek Wealth Management Inc.4,884$520K0.05%013F-HRTimeline
Belpointe Asset Management LLC4,816$519K0.03%-21113F-HRTimeline
BridgePort Financial Solutions, LLC4,822$518K0.23%13F-HRTimeline
Monterey Private Wealth, Inc.4,859$518K0.17%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,855$517K0.04%+74413F-HRTimelineGroup
Bison Wealth, LLC4,846$516K0.11%new13F-HRTimeline
Ellis Investment Partners, LLC4,816$513K0.1%+4813F-HRTimeline
Stanich Group LLC4,776$509K0.38%13F-HRTimeline
American Financial Advisors, LLC4,773$509K0.07%-81513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,748$506K0.23%+3113F-HRTimeline
Boyce & Associates Wealth Consulting, I…4,733$504K0.51%+1813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,728$504K0.25%-83613F-HRTimeline
FSA Advisors, Inc.4,715$502K0.61%+1313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC4,696$500K0.23%+59213F-HRTimeline
Asset Allocation Strategies LLC4,704$499K0.12%-56313F-HRTimeline
Diligent Investors, LLC4,684$499K0.11%+1213F-HRTimeline
Stablepoint Partners, LLC4,673$498K0.09%-9513F-HRTimeline
Beta Wealth Group, Inc.4,668$497K0.22%-35713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,655$496K0.01%+2,31513F-HRTimeline
Ocean Park Asset Management, LLC4,655$496K0.02%+2,31513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,635$494K0.03%-1,00413F-HRTimelineGroup
Lakeshore Capital Group, Inc.4,625$493K0.75%13F-HRTimeline
EPG Wealth Management LLC4,619$492K0.13%+313F-HRTimeline
Farmers National Bank4,607$491K0.14%13F-HRTimeline
Gladstone Institutional Advisory LLC4,548$485K0.02%+63613F-HRTimeline
Atlas Legacy Advisors, LLC4,541$484K0.12%13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,538$484K0.09%-26613F-HRTimeline
FARMERS TRUST CO4,532$483K0.09%new13F-HRTimeline
CONNABLE OFFICE INC4,523$482K0.05%new13F-HRTimeline
Baron Financial Group, LLC4,500$479K0.3%-1013F-HRTimeline
HB Wealth Management, LLC4,496$479K<0.01%+61413F-HRTimeline
Quartz Partners, LLC4,481$477K0.29%013F-HRTimeline
Operose Advisors LLC4,473$477K0.16%-52313F-HRTimeline
Navalign, LLC4,459$475K0.14%-1,85513F-HRTimeline
Keystone Financial Group4,459$475K0.05%+54913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,443$473K0.01%+1,80513F-HRTimelineGroup
PATTEN & PATTEN INC/TN4,440$473K0.03%-15013F-HRTimeline
Centurion Wealth Management LLC4,397$469K0.15%+6013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC4,397$468K0.34%+4413F-HRTimeline
First Affirmative Financial Network4,393$468K0.27%+21613F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…4,385$467K0.05%+29913F-HRTimeline
FIDUCIENT ADVISORS LLC4,338$462K0.06%+4013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …4,336$462K0.15%-84713F-HRTimeline
Evercore Wealth Management, LLC4,334$462K0.01%-36813F-HRTimeline
Adero Partners, LLC4,329$461K0.03%-18213F-HRTimeline
FOCUS Wealth Advisors, LLC4,313$460K0.24%013F-HRTimeline
XML Financial, LLC4,306$459K0.04%-4,03013F-HRTimeline
EWA, LLC4,273$455K0.17%+8313F-HRTimeline
Stewardship Advisors, LLC4,272$455K0.13%-1,31113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,270$455K0.03%+7513F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC4,266$455K0.09%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,250$453K0.06%new13F-HRTimeline
Ellenbecker Investment Group4,249$453K0.08%-9113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments4,231$451K0.03%-54813F-HRTimelineGroup
Helium Advisors LLC4,216$449K0.36%13F-HRTimeline
Commonwealth Financial Services, LLC4,202$448K0.09%-30113F-HRTimeline
Frisco Financial Planning LLC4,200$448K0.44%13F-HRTimeline
Integrated Investment Consultants, LLC4,160$443K0.09%013F-HR/ATimeline
Forum Private Client Group LLC4,157$443K0.2%+1,40013F-HRTimeline
First Financial Bankshares Inc4,155$443K0.01%new13F-HRTimeline
Palumbo Wealth Management LLC4,155$443K0.17%-9013F-HRTimeline
Linscomb Wealth, Inc.4,152$442K0.02%013F-HRTimeline
PATRON PARTNERS, LLC4,138$441K0.24%+37513F-HRTimeline
Signal Advisors Wealth, LLC4,122$439K0.05%+85613F-HRTimeline
Flagstone Financial Management4,120$439K0.15%013F-HRTimeline
Wheelhouse Advisory Group LLC4,118$439K0.26%+34313F-HRTimeline
Hilltop National Bank4,098$437K0.13%013F-HRTimeline
Collaborative Wealth Managment Inc.4,089$436K0.2%-60313F-HRTimeline
Private Wealth Group, LLC4,085$435K0.21%new13F-HRTimeline
NCM Capital Management, LLC4,039$430K0.19%013F-HRTimeline
RHS Financial, LLC4,026$429K0.22%-19613F-HRTimeline
Valeo Financial Advisors, LLC4,019$428K0.01%+57313F-HRTimeline
Wise Wealth Partners4,011$427K1.05%13F-HRTimeline
Covenant Asset Management, LLC3,974$423K0.09%+1,35513F-HRTimeline
Addison Advisors LLC3,958$422K0.12%013F-HRTimeline
Traynor Capital Management, Inc.3,945$420K0.03%-3,13213F-HRTimeline
Riverwater Partners LLC3,942$420K0.2%+4013F-HRTimeline
Arrowroot Family Office, LLC3,931$419K0.22%-29113F-HRTimeline
Clarity Wealth Development LLC3,902$416K0.45%13F-HRTimeline
Engineers Gate Manager LP3,897$415K0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC3,888$414K0.04%+53313F-HRTimeline
PAX Financial Group, LLC3,888$414K0.07%+2813F-HRTimeline
West Coast Financial LLC3,887$414K0.05%013F-HRTimeline
United Advisor Group, LLC3,860$411K0.08%-65113F-HRTimeline
Valley Financial Group, Inc.3,855$411K0.29%+25113F-HRTimeline
Boyd Wealth Management, LLC3,847$410K0.2%+76813F-HRTimeline
Willis Johnson & Associates, Inc.3,846$410K0.03%+2013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,845$410K0.31%13F-HRTimeline
Horan Capital Advisors, LLC.3,839$409K0.14%-16213F-HRTimeline
Christensen, King & Associates Investme…3,848$408K0.19%-17913F-HRTimeline
Summit Wealth Partners, LLC3,818$407K0.08%-41513F-HRTimeline
Camarda Financial Advisors, LLC3,817$407K0.15%new13F-HRTimeline
Cannon Wealth Management Services, LLC3,800$404K0.35%-5713F-HRTimeline
NVWM, LLC3,778$403K0.1%+3513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,776$402K0.08%+9513F-HRTimelineGroup
Berger Financial Group, Inc3,767$401K0.03%+57113F-HRTimeline
Discipline Wealth Solutions, LLC3,762$401K0.19%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,760$401K0.02%-23313F-HRTimeline
Vestmark Advisory Solutions, Inc.3,751$400K0.01%+1,05213F-HRTimeline
Wilmington Savings Fund Society, FSB3,741$399K0.01%+27313F-HRTimeline
Watts Gwilliam & Co., LLC3,735$398K0.08%new13F-HRTimeline
Busey Bank3,723$397K0.01%new13F-HRTimeline
Elequin Capital, LP3,719$396K0.05%-4,70913F-HRTimeline
Heritage Wealth Management, Inc. /CA/3,712$396K0.34%new13F-HRTimeline
WEALTHGARDEN F.S. LLC3,703$395K0.37%+1,19013F-HRTimeline
Guardian Asset Advisors, LLC3,699$394K0.25%-27913F-HRTimeline
Insight Advisors, LLC/ PA3,687$393K0.07%-2013F-HRTimeline
Enterprise Bank & Trust Co3,687$393K0.13%+78313F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…3,650$389K<0.01%013F-HRTimeline
Lynx Investment Advisory3,614$385K0.26%-513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,613$385K+1,370Timeline
Bell Investment Advisors, Inc3,581$382K0.07%-42613F-HRTimeline
Charter Oak Capital Management, LLC3,575$381K0.04%-75913F-HRTimeline
CATALYST PRIVATE WEALTH, LLC3,570$380K0.17%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,570$380K0.03%-43313F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC3,552$378K0.05%013F-HRTimeline
Oceanside Advisors LLC3,541$377K0.28%+26613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,539$377K0.06%013F-HRTimeline
Tyche Wealth Partners LLC3,530$376K0.08%013F-HRTimeline
Grant/GrossMendelsohn, LLC3,529$376K0.2%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC3,528$376K0.11%-26013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC3,523$375K0.42%13F-HRTimeline
Lokken Investment Group LLC3,515$375K0.16%-1,00513F-HRTimeline
Sterling Wealth Management, Inc.3,506$374K0.14%-89613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,502$373K0.09%+5713F-HRTimelineGroup
Anson Capital, Inc.3,496$372K0.32%+1,20413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,494$372K<0.01%-113F-HRTimeline
Chemistry Wealth Management LLC3,490$372K0.09%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,478$371K0.19%-2613F-HRTimeline
Whitcomb & Hess, Inc.3,477$371K0.11%-62313F-HRTimeline
BANK OZK3,474$370K0.15%+23513F-HRTimeline
Paragon Capital Management Ltd3,455$368K0.07%-33813F-HRTimeline
Covestor Ltd3,452$368K0.23%+30113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,429$365K0.07%+3513F-HRTimeline
LWM Advisory Services, LLC3,425$365K0.25%new13F-HRTimeline
Michael A. Dubis Financial Planning, LLC3,416$364K0.35%13F-HRTimeline
Kropog Financial Group, LLC3,402$362K0.33%13F-HRTimeline
TRUE Private Wealth Advisors3,357$358K0.04%-30113F-HRTimeline
SAGE FINANCIAL GROUP INC3,356$358K0.03%+21413F-HRTimeline
Objective Capital Management, LLC3,350$357K0.24%013F-HRTimeline
Northland Capital Management LLC3,340$356K0.26%013F-HRTimeline
Sharp Wealth Advisory, LLC3,325$354K0.27%-30013F-HRTimeline
Blue Trust, Inc.3,320$354K<0.01%-3,28513F-HR/ATimeline
Capital A Wealth Management, LLC3,315$353K0.59%13F-HRTimeline
Aviance Capital Partners, LLC3,304$352K0.05%013F-HRTimeline
Net Worth Advisory Group3,302$352K0.11%+48313F-HRTimeline
Tenret Co LLC3,267$348K0.22%013F-HRTimeline
Haverford Trust Co3,255$347K<0.01%013F-HRTimeline
Verum Partners LLC3,236$345K0.1%+3013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,219$343K0.02%-54813F-HRTimelineGroup
MGO ONE SEVEN LLC3,215$343K0.01%+59813F-HRTimeline
Drucker Wealth 3.0, LLC3,213$342K0.08%-92913F-HR/ATimeline
CUMBERLAND ADVISORS INC3,205$341K0.14%+29513F-HRTimeline
Concorde Asset Management, LLC3,163$337K0.18%+1413F-HRTimeline
Manuka Financial, LLC3,146$335K0.23%13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,129$333K0.21%013F-HRTimeline
HM PAYSON & CO3,124$333K0.01%013F-HRTimeline