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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
Vantage Financial Partners, LLC5,389$568K0.14%+28213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,365$566K0.05%+1,79513F-HRTimelineGroup
Bigelow Investment Advisors, LLC5,364$566K0.27%-49513F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department5,344$564K0.41%new13F-HRTimelineGroup
NDWM LLC5,337$563K0.55%new13F-HRTimeline
Veracity Capital LLC5,327$562K0.22%+2,37813F-HRTimeline
Copperleaf Capital, LLC5,297$558K0.33%-52013F-HRTimeline
Tradition Wealth Management, LLC5,296$558K0.05%013F-HRTimeline
CAPSTONE CAPITAL LLC5,284$557K0.45%-82613F-HRTimeline
Rock Point Advisors, LLC5,275$556K0.17%-10013F-HRTimeline
Atlas Brown,Inc.5,243$553K0.19%+1713F-HRTimeline
Patriot Financial Group Insurance Agenc…5,236$552K0.07%-1313F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC5,265$549K0.38%-36813F-HRTimeline
CONNABLE OFFICE INC5,185$547K0.06%+66213F-HRTimeline
BALLAST ADVISORS LLC5,167$545K0.17%-1,03213F-HRTimeline
Evolution Wealth Advisors, LLC5,143$542K0.09%-29013F-HRTimeline
Newman Dignan & Sheerar, Inc.5,124$540K0.15%+113F-HR/ATimeline
GRANDFIELD & DODD, LLC5,115$539K0.03%-1,19713F-HRTimeline
Legacy Advisors, LLC5,105$538K0.06%+3,12813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,086$536K0.26%+35813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,080$536K<0.01%+5,07813F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC5,110$532K0.48%new13F-HRTimeline
Spinnaker Investment Group, LLC5,026$530K0.12%-7,21913F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,000$527K0.14%013F-HRTimeline
DAVIDSON TRUST CO5,000$527K0.25%013F-HRTimeline
Hummer Financial Advisory Services Inc5,000$527K0.43%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/5,000$527K0.25%013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC4,999$527K<0.01%-21413F-HRTimelineGroup
Rappaport Reiches Capital Management, L…4,985$526K0.13%013F-HRTimeline
Aries Wealth Management4,980$525K0.14%013F-HRTimeline
OLIO Financial Planning4,971$524K0.18%013F-HRTimeline
ARS Wealth Advisors Group, LLC4,960$523K0.07%-6,06213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC4,950$522K0.24%013F-HRTimeline
BEACON FINANCIAL GROUP4,949$522K0.06%-16213F-HRTimeline
Westshore Wealth, LLC4,922$519K0.22%-1,90413F-HRTimeline
Center for Financial Planning, Inc.4,921$519K0.07%new13F-HRTimeline
Willow Creek Wealth Management Inc.4,917$518K0.05%+3313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,911$518K0.06%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,911$518K0.04%+5613F-HRTimelineGroup
Invst, LLC4,890$516K0.07%-6,17713F-HRTimeline
Monterey Private Wealth, Inc.4,865$513K0.15%+613F-HRTimeline
Quartz Partners, LLC4,853$512K0.31%+37213F-HRTimeline
Ellis Investment Partners, LLC4,841$510K0.11%+2513F-HRTimeline
Sandbox Financial Partners, LLC4,839$510K0.18%-22013F-HRTimeline
Winthrop Advisory Group LLC4,829$509K0.06%-1,83813F-HRTimeline
American Financial Advisors, LLC4,794$505K0.07%+2113F-HRTimeline
Revisor Wealth Management LLC4,780$504K0.22%new13F-HRTimeline
McGinn Penninger Investment Management,…4,780$504K0.33%new13F-HRTimeline
HB Wealth Management, LLC4,767$503K<0.01%+27113F-HRTimeline
Boyd Wealth Management, LLC4,766$503K0.25%+91913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,765$502K0.2%+1713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC4,751$501K0.23%+5513F-HRTimeline
Wealth Group, Ltd.4,731$499K0.32%-51513F-HRTimeline
First Affirmative Financial Network4,714$497K0.3%+32113F-HRTimeline
Asset Allocation Strategies LLC4,705$496K0.12%+113F-HRTimeline
Maple Capital Management, Inc.4,697$495K0.04%-1,42713F-HRTimeline
Diligent Investors, LLC4,690$495K0.12%+613F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,645$490K0.03%new13F-HRTimelineGroup
Bison Wealth, LLC4,671$489K0.05%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,635$489K0.03%013F-HRTimelineGroup
Farmers National Bank4,607$486K0.14%013F-HRTimeline
Lakeshore Capital Group, Inc.4,600$485K0.47%-2513F-HRTimeline
Heritage Financial Services, LLC4,599$485K0.05%-1,40613F-HRTimeline
BlueStem Wealth Partners, LLC4,596$485K0.07%-49613F-HRTimeline
Curi Capital, LLC4,590$484K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC4,580$483K0.11%+1,66613F-HRTimeline
BridgePort Financial Solutions, LLC4,566$481K0.22%-25613F-HRTimeline
Boyce & Associates Wealth Consulting, I…4,566$481K0.48%-16713F-HRTimeline
Pathway Financial Advisors LLC4,540$479K0.09%new13F-HRTimeline
NVWM, LLC4,537$478K0.13%+75913F-HRTimeline
WBH ADVISORY INC4,534$478K0.04%-2,52613F-HRTimeline
FARMERS TRUST CO4,532$478K0.09%013F-HRTimeline
Clark Capital Management Group, Inc.4,520$477K<0.01%-13,95713F-HRTimeline
Waypoint Wealth Partners Inc.4,506$475K0.13%new13F-HRTimeline
Baron Financial Group, LLC4,495$474K0.3%-513F-HRTimeline
Stablepoint Partners, LLC4,481$472K0.09%-19213F-HRTimeline
Chesapeake Wealth Management4,473$472K0.17%-2,37713F-HRTimeline
Navalign, LLC4,459$470K0.13%013F-HRTimeline
Centurion Wealth Management LLC4,397$469K0.15%013F-HRTimeline
Elequin Capital, LP4,409$465K0.09%+69013F-HRTimeline
Mount Lucas Management LP4,373$461K0.22%-2,72613F-HRTimeline
Palumbo Wealth Management LLC4,356$459K0.15%+20113F-HRTimeline
XML Financial, LLC4,352$459K0.04%+4613F-HRTimeline
FOCUS Wealth Advisors, LLC4,313$455K0.25%013F-HRTimeline
HM PAYSON & CO4,312$455K0.01%+1,18813F-HRTimeline
FSA Advisors, Inc.4,307$454K0.36%-40813F-HRTimeline
Stewardship Advisors, LLC4,307$454K0.12%+3513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC4,300$453K0.26%-59413F-HRTimeline
EPG Wealth Management LLC4,300$453K0.13%-31913F-HRTimeline
Evercore Wealth Management, LLC4,297$453K0.01%-3713F-HRTimeline
Binnacle Investments Inc4,295$453K0.33%13F-HRTimeline
Accel Wealth Management4,272$450K0.16%-1,29113F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC4,266$450K0.09%013F-HRTimeline
CRUX WEALTH ADVISORS4,256$449K0.23%+1,93613F-HRTimeline
Iowa State Bank4,245$448K0.1%new13F-HRTimeline
Adero Partners, LLC4,238$447K0.03%-9113F-HRTimeline
Helium Advisors LLC4,232$446K0.32%+1613F-HRTimeline
Cannon Wealth Management Services, LLC4,257$445K0.4%+45713F-HRTimeline
Commonwealth Financial Services, LLC4,203$443K0.09%+113F-HRTimeline
Canandaigua National Trust Co of Florida4,199$443K0.39%new13F-HRTimeline
Collaborative Wealth Managment Inc.4,192$442K0.21%+10313F-HRTimeline
Forum Private Client Group LLC4,166$439K0.19%+913F-HRTimeline
Integrated Investment Consultants, LLC4,160$439K0.09%013F-HR/ATimeline
SWMG, LLC4,213$438K0.17%-1,72913F-HRTimeline
Linscomb Wealth, Inc.4,152$438K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,130$435K0.01%-1,35213F-HRTimeline
Private Wealth Group, LLC4,084$431K0.25%-113F-HRTimeline
NCM Capital Management, LLC4,058$428K0.19%+1913F-HRTimeline
United Advisor Group, LLC4,042$426K0.09%+18213F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,039$426K0.01%+1,23913F-HRTimeline
PAX Financial Group, LLC4,020$424K0.08%+13213F-HRTimeline
Willis Johnson & Associates, Inc.4,017$424K0.03%+17113F-HRTimeline
Heritage Wealth Management, Inc. /CA/4,014$423K0.36%+30213F-HRTimeline
Lokken Investment Group LLC4,005$422K0.18%+49013F-HRTimeline
Wise Wealth Partners3,994$421K1.01%-1713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,984$420K0.03%-24713F-HRTimelineGroup
Covenant Asset Management, LLC3,974$419K0.11%013F-HRTimeline
Curtis Advisory Group, LLC3,967$418K0.12%new13F-HRTimeline
Root Financial Partners, LLC3,947$418K0.04%-4,70513F-HRTimeline
Addison Advisors LLC3,961$418K0.11%+313F-HRTimeline
Altus Wealth Management, LLC3,955$417K0.2%-3,68513F-HRTimeline
Provenance Wealth Advisors, LLC3,948$416K0.06%-1,41113F-HRTimeline
SUTTON PLACE INVESTORS LLC3,944$416K0.28%-2,10513F-HRTimeline
Two West Capital Advisors LLC4,064$416K0.35%+1,86713F-HRTimeline
EWA, LLC3,934$415K0.15%-33913F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…3,915$413K<0.01%+26513F-HRTimeline
Valley Financial Group, Inc.3,914$413K0.27%+5913F-HRTimeline
West Coast Financial LLC3,887$410K0.05%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,875$409K0.01%-78013F-HRTimeline
Ocean Park Asset Management, LLC3,875$409K0.01%-78013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,852$406K0.03%-41813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,845$405K0.32%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,788$399K0.08%-75013F-HR/ATimeline
Berger Financial Group, Inc3,785$399K0.03%+1813F-HRTimeline
Anson Capital, Inc.3,771$398K0.34%+27513F-HRTimeline
Wealthspire Retirement, LLC3,765$397K0.03%+1,37613F-HRTimeline
Christensen, King & Associates Investme…3,747$395K0.19%-10113F-HRTimeline
ArborFi Advisors, LLC3,737$394K0.39%+1,05513F-HRTimeline
Summit Wealth Partners, LLC3,733$394K0.08%-8513F-HRTimeline
Busey Bank3,723$393K0.01%013F-HRTimeline
FUTURE YOU WEALTH LLC3,719$392K0.25%-1,71213F-HRTimeline
EASTERN BANK3,713$391K0.01%-3,05213F-HRTimeline
Atlas Legacy Advisors, LLC3,716$391K0.1%-82513F-HRTimeline
Aprio Wealth Management, LLC3,698$390K0.05%new13F-HRTimeline
Discipline Wealth Solutions, LLC3,694$390K0.19%-6813F-HRTimeline
Insight Advisors, LLC/ PA3,687$389K0.07%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,664$386K<0.01%+17013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,634$383K0.02%new13F-HRTimeline
Rockwood Wealth Management, LLC3,616$381K0.04%new13F-HRTimeline
Clark Asset Management, LLC3,604$380K0.06%-2,00013F-HRTimeline
Gladstone Institutional Advisory LLC3,604$380K0.02%-94413F-HRTimeline
Delta Wealth Advisors LLC3,588$378K0.34%-2,67113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,570$376K0.04%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC3,552$375K0.05%013F-HRTimeline
Beta Wealth Group, Inc.3,540$373K0.13%-1,12813F-HRTimeline
Northland Capital Management LLC3,540$373K0.25%+20013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,539$373K0.07%013F-HRTimeline
Ellenbecker Investment Group3,528$372K0.07%-72113F-HRTimeline
Whitcomb & Hess, Inc.3,522$371K0.11%+4513F-HRTimeline
PATRON PARTNERS, LLC3,512$370K0.2%-62613F-HRTimeline
Able Wealth Management LLC3,507$370K0.22%+38313F-HRTimeline
MSH Capital Advisors LLC3,505$370K0.11%+1,37813F-HRTimeline
Horan Capital Advisors, LLC.3,501$369K0.12%-33813F-HRTimeline
Chemistry Wealth Management LLC3,490$368K0.09%013F-HRTimeline
Paragon Capital Management Ltd3,455$364K0.07%013F-HRTimeline
WEALTHGARDEN F.S. LLC3,449$364K0.35%-25413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,446$363K0.19%-3213F-HRTimeline
Traynor Capital Management, Inc.3,440$363K0.03%-50513F-HRTimeline
Cornerstone Planning Group LLC3,488$361K0.09%+1,31813F-HRTimeline
Kropog Financial Group, LLC3,409$359K0.34%+713F-HRTimeline
Grant/GrossMendelsohn, LLC3,446$359K0.2%-8313F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,400$359K0.04%-85013F-HRTimeline
Wheelhouse Advisory Group LLC3,371$356K0.2%-74713F-HRTimeline
SAGE FINANCIAL GROUP INC3,358$354K0.03%+213F-HRTimeline
COZAD ASSET MANAGEMENT INC3,355$354K0.04%-53313F-HRTimeline
Objective Capital Management, LLC3,350$353K0.45%013F-HRTimeline
Williams & Novak Wealth Management, LLC3,327$351K0.34%-4,61013F-HRTimeline
Empower Advisory Group, LLC3,327$351K<0.01%+58613F-HRTimeline
Guardian Asset Advisors, LLC3,326$351K0.23%-37313F-HRTimeline
Friday Financial3,320$350K0.21%+72613F-HRTimeline
Net Worth Advisory Group3,309$349K0.11%+713F-HRTimeline
Enterprise Bank & Trust Co3,294$347K0.13%-39313F-HRTimeline
Dentgroup LLC3,292$347K0.26%+64513F-HRTimeline
Transcendent Capital Group LLC3,282$346K0.19%+1,41713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,280$345K<0.01%-10,70513F-HRTimelineGroup
Tenret Co LLC3,267$344K0.21%013F-HRTimeline
CUMBERLAND ADVISORS INC3,265$344K0.16%+6013F-HRTimeline
Covestor Ltd3,265$344K0.23%-18713F-HRTimeline
Allodium Investment Consultants, LLC3,250$343K0.25%+22613F-HRTimeline
TRUE Private Wealth Advisors3,224$340K0.04%-13313F-HRTimeline
Advance Capital Management, Inc.3,224$340K0.02%+58713F-HRTimeline
WealthBridge Capital Management, LLC3,210$338K0.1%new13F-HRTimeline
Foguth Wealth Management, LLC.3,175$335K0.08%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,160$333K0.07%-26913F-HRTimeline
Next Level Private LLC3,158$333K0.12%+20913F-HRTimeline
Paladin Wealth, LLC3,143$331K0.3%new13F-HRTimeline
RHS Financial, LLC3,129$330K0.19%-89713F-HRTimeline
Leisure Capital Management3,111$328K0.13%-5,39813F-HRTimeline
Perennial Investment Advisors, LLC3,109$328K0.04%new13F-HRTimeline
Aviance Capital Partners, LLC3,069$324K0.05%-23513F-HRTimeline