Skip to content
Disclosery

MUB ISHARES TR

Follow

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
Able Wealth Management LLC3,124$333K0.22%+9413F-HRTimeline
Strategic Wealth Partners, Ltd.3,096$330K0.03%-3813F-HRTimeline
TME FINANCIAL, INC.3,015$327K0.31%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,069$327K0.07%-1,03313F-HRTimeline
BRIGHTON JONES LLC3,047$325K0.01%new13F-HR/ATimeline
Allodium Investment Consultants, LLC3,024$322K0.27%13F-HRTimeline
Elite Financial, Inc.3,030$322K0.17%13F-HRTimeline
Horst & Graben Wealth Management LLC3,017$321K0.06%+3013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,000$320K0.14%013F-HRTimeline
Innova Wealth Partners3,000$320K0.2%new13F-HRTimeline
Rockport Wealth LLC2,921$317K0.14%+6213F-HRTimeline
IEQ CAPITAL, LLC2,978$317K<0.01%-1,54213F-HRTimeline
Bernard Wealth Management Corp.2,976$317K0.15%13F-HR/ATimeline
VISTA INVESTMENT MANAGEMENT2,973$317K0.12%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,972$317K0.15%new13F-HRTimeline
WR Wealth Planners, LLC2,962$316K0.1%-12,76713F-HRTimeline
Veracity Capital LLC2,949$314K0.11%-65513F-HRTimeline
Next Level Private LLC2,949$314K0.13%013F-HRTimeline
Sachetta, LLC2,930$312K0.12%-113F-HRTimeline
Gateway Wealth Partners, LLC2,914$310K0.08%+5813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,907$310K0.02%013F-HRTimeline
FreeGulliver LLC2,899$309K0.16%+39813F-HRTimeline
Crescent Grove Advisors, LLC2,885$307K0.03%-11513F-HRTimeline
Mason & Associates, LLC2,875$306K0.09%new13F-HRTimeline
BBR PARTNERS, LLC2,870$306K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,865$305K0.05%-10113F-HRTimelineGroup
Envision Financial LLC2,857$304K0.24%13F-HR/ATimeline
EVOKE WEALTH, LLC2,856$304K0.01%+35613F-HRTimeline
Evensky & Katz LLC2,850$304K0.02%+24713F-HRTimeline
Unified Investment Management2,850$304K0.35%13F-HRTimeline
Fonville Wealth Management LLC2,848$303K0.1%+84913F-HRTimeline
Idaho Trust Co2,816$300K0.15%-4,74513F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,800$298K0.01%013F-HRTimeline
Riverbend Wealth Management, LLC2,787$297K0.26%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,772$295K0.02%new13F-HRTimeline
StrongBox Wealth, LLC2,759$294K0.12%new13F-HRTimeline
PKS Advisory Services, LLC2,752$293K0.07%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,749$293K0.01%+2,73813F-HRTimelineGroup
Empower Advisory Group, LLC2,741$292K<0.01%-1,65813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,735$291K0.08%new13F-HRTimeline
Cooper Financial Group2,734$291K0.04%-69013F-HRTimeline
Dynamic Wealth Strategies, LLC2,722$290K0.26%+14713F-HRTimeline
Horizon Family Wealth, Inc.2,720$290K0.19%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,693$287K0.14%13F-HRTimeline
TRUST POINT INC.2,687$286K0.02%new13F-HRTimeline
Erickson Financial Group, LLC2,684$286K0.2%-95813F-HRTimeline
ArborFi Advisors, LLC2,682$286K0.29%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,682$286K0.33%13F-HRTimeline
Aventura Private Wealth, LLC2,681$286K0.15%13F-HRTimeline
Transce3nd, LLC2,679$285K0.1%13F-HRTimeline
Fermata Advisors, LLC2,652$283K0.05%+1013F-HRTimeline
Dentgroup LLC2,647$282K0.22%-51213F-HRTimeline
True Link Financial Advisors, LLC2,638$281K0.02%new13F-HRTimeline
Advance Capital Management, Inc.2,637$281K0.01%+22613F-HRTimeline
RiverFront Investment Group, LLC2,636$281K0.01%new13F-HRTimeline
Round Rock Advisors LLC2,630$280K0.06%013F-HRTimeline
Gray Wealth Management Inc.2,615$279K0.11%+5713F-HRTimeline
Harbour Trust & Investment Management Co2,602$277K0.03%new13F-HRTimeline
Friday Financial2,594$276K0.19%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,567$274K0.11%013F-HRTimeline
Lakeshore Financial Planning, Inc.2,561$273K0.12%-10413F-HRTimeline
BAKER BOYER NATIONAL BANK2,560$273K0.09%013F-HRTimeline
Presidio Capital Management, LLC2,559$273K0.15%013F-HRTimeline
Axis Wealth Partners, LLC2,558$273K0.23%13F-HRTimeline
Pacifica Partners Inc.2,554$272K0.12%-1513F-HRTimeline
One Charles Private Wealth Services, LLC2,550$272K0.09%new13F-HRTimeline
GLOBALT Investments LLC / GA2,548$271K0.01%013F-HRTimeline
LexAurum Advisors, LLC2,545$271K0.05%new13F-HRTimeline
Allie Family Office LLC2,545$271K0.15%new13F-HRTimeline
Ceeto Capital Group, LLC2,544$271K0.1%013F-HRTimeline
Roberts Financial Services LLC2,538$270K0.05%-14613F-HRTimeline
TrinityPoint Wealth, LLC2,530$270K0.04%+213F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC2,510$267K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CARDIFF PARK ADVISORS, LLC2,503$267K0.03%+1513F-HRTimeline
Millington Financial Advisors, LLC2,480$264K0.15%-24413F-HRTimeline
Truepoint, Inc.2,468$263K0.01%-1,97413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,464$263K0.07%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,418$258K0.05%-4013F-HRTimeline
MBA Advisors LLC2,415$257K0.13%-16213F-HRTimeline
Intergy Private Wealth, LLC2,398$256K0.1%+813F-HRTimeline
LEIGH BALDWIN & CO., LLC2,396$255K0.22%13F-HR/ATimeline
CRA Financial Services, LLC2,390$255K0.04%013F-HRTimeline
Wealthspire Retirement, LLC2,389$255K0.02%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,388$254K<0.01%-26,74313F-HRTimelineGroup
Portfolio Design Labs, LLC2,382$254K0.05%new13F-HRTimeline
Crane Advisory, LLC2,380$254K0.04%new13F-HRTimeline
Auour Investments LLC2,378$253K0.09%new13F-HRTimeline
Catalina Capital Group, LLC2,367$252K0.08%-5013F-HRTimeline
Sequent Planning LLC2,365$252K0.09%new13F-HRTimeline
First Financial Group Corp2,355$251K0.28%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,350$250K0.03%-2,06813F-HRTimeline
Warren Street Wealth Advisors, LLC2,348$250K0.1%+34813F-HRTimeline
Warther Private Wealth, LLC2,333$249K0.08%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,328$248K0.02%+10113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,323$248K0.02%new13F-HRTimeline
Sugarloaf Wealth Management, LLC2,321$247K0.05%013F-HRTimeline
CRUX WEALTH ADVISORS2,320$247K0.14%13F-HRTimeline
Obsidian Personal Planning Solutions LLC2,310$246K0.12%013F-HRTimeline
KICKSTAND VENTURES, LLC.2,305$246K0.06%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,303$245K0.05%-7,57413F-HRTimeline
Focused Wealth Management, Inc2,290$244K0.03%013F-HRTimeline
Rialto Wealth Management, LLC2,279$243K0.08%13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,270$242K0.24%13F-HRTimeline
Cyndeo Wealth Partners, LLC2,264$241K0.02%-3,61913F-HRTimeline
Topel & Distasi Wealth Management, LLC2,241$239K0.1%013F-HRTimeline
WOLFF WIESE MAGANA LLC2,220$237K0.16%-9513F-HRTimeline
TODD ASSET MANAGEMENT LLC2,218$236K0.01%013F-HRTimeline
Mountain Capital Investment Advisors In…2,223$236K0.05%new13F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.2,208$235K0.05%-4013F-HRTimeline
Five Oceans Advisors2,207$235K0.11%+9313F-HRTimeline
Two West Capital Advisors LLC2,197$234K0.2%new13F-HRTimeline
Cornerstone Planning Group LLC2,170$232K0.06%+52413F-HRTimeline
Hofer & Associates. Inc2,172$231K0.16%013F-HRTimeline
NOVUS ADVISORS, LLC2,167$231K0.23%13F-HRTimeline
Legacy Capital Wealth Partners, LLC2,163$230K0.06%+4913F-HRTimeline
OMNI 360 Wealth, Inc.2,157$230K0.15%-7413F-HR/ATimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,150$229K0.13%013F-HRTimeline
Keystone Financial Group, Inc.2,139$228K0.18%13F-HRTimeline
Tempus Wealth Planning, LLC2,128$227K0.07%013F-HRTimeline
Coastline Trust Co2,127$227K0.03%-12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MSH Capital Advisors LLC2,127$227K0.07%013F-HRTimeline
Successful Portfolios LLC2,110$225K0.15%-22513F-HRTimeline
Kathleen S. Wright Associates Inc.2,102$224K0.09%-313F-HRTimeline
Midwest Professional Planners, LTD.2,098$224K0.07%-1,47513F-HRTimeline
Fortis Capital Advisors, LLC2,073$223K0.08%013F-HRTimeline
Atwater Malick LLC2,094$223K0.07%013F-HRTimeline
Rossmore Private Capital2,090$223K0.03%-5,32513F-HRTimeline
FLC Capital Advisors2,085$222K0.05%-11813F-HRTimeline
PUREfi Wealth, LLC2,084$222K0.22%13F-HRTimeline
POSTROCK PARTNERS LLC2,075$221K0.11%13F-HRTimeline
Journey Advisory Group, LLC2,066$220K0.03%013F-HRTimeline
Anchor Pointe Wealth Management, LLC2,060$220K0.29%13F-HRTimeline
TCI Wealth Advisors, Inc.2,050$218K0.02%013F-HRTimeline
10Elms LLP2,050$218K0.23%13F-HRTimeline
Firestone Capital Management2,049$218K0.05%+2113F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,007$214K0.22%-32513F-HRTimeline
Armstrong, Fleming & Moore, Inc2,001$213K0.13%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,000$213K0.04%013F-HRTimeline
Granite Bay Wealth Management, LLC2,000$213K0.08%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,992$212K0.14%+9713F-HRTimeline
New Insight Wealth Advisors1,985$212K0.11%new13F-HRTimeline
Rothschild Wealth LLC1,980$211K0.06%-84,52613F-HRTimeline
Legacy Advisors, LLC1,977$211K0.02%+3713F-HRTimeline
Independent Wealth Network Inc.1,977$211K0.09%new13F-HRTimeline
Boltwood Capital Management1,975$210K0.06%-17513F-HRTimeline
Oder Investment Management, LLC1,952$208K0.17%+513F-HRTimeline
RKL Wealth Management LLC1,933$206K0.02%-2813F-HRTimeline
TrueWealth Advisors, LLC1,923$205K0.07%-4113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,910$203K0.04%+2013F-HRTimeline
Columbus Macro, LLC1,898$202K0.03%-613F-HRTimeline
Rossby Financial, LCC1,896$202K0.13%13F-HRTimeline
Rye Brook Capital LLC1,900$202K0.24%013F-HRTimeline
Occidental Asset Management, LLC1,895$202K0.03%013F-HRTimeline
ALKEME WEALTH, LLC1,890$201K0.09%013F-HRTimeline
Talon Private Wealth, LLC1,885$201K0.04%013F-HR/ATimeline
Coppell Advisory Solutions LLC1,872$200K0.03%+1,58513F-HRTimeline
Transcendent Capital Group LLC1,865$199K0.1%-1,67713F-HRTimeline
Sunbelt Securities, Inc.1,846$197K0.02%-44213F-HRTimeline
UMB Bank, n.a.1,707$182K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Providence First Trust Co1,685$180K0.07%-25213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,683$179K0.03%013F-HRTimeline
Bogart Wealth, LLC1,677$179K0.01%+10013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,672$178K0.13%new13F-HRTimeline
Clearstead Trust, LLC1,574$168K0.04%013F-HRTimeline
Empirical Asset Management, LLC90,345$166K0.06%-2,81613F-HRTimeline
ROSS\JOHNSON & Associates LLC1,542$164K3.8%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,519$162K0.07%-3213F-HRTimeline
FSA Wealth Management LLC1,519$162K0.07%-32513F-HRTimeline
Silicon Valley Capital Partners1,490$159K0.02%+16213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,475$157K0.16%13F-HRTimeline
Lindbrook Capital, LLC1,400$149K0.01%013F-HRTimeline
Ridgewood Investments LLC1,335$142K0.07%-71113F-HRTimeline
Cape Investment Advisory, Inc.1,249$133K0.05%013F-HRTimeline
LGT Financial Advisors LLC1,227$131K0.29%+24613F-HRTimeline
WINTRUST INVESTMENTS LLC1,224$130K0.11%+2613F-HRTimeline
Glass Jacobson Investment Advisors llc1,190$127K0.04%+23613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AllSquare Wealth Management LLC1,180$126K0.07%-513F-HRTimeline
Brooklyn Investment Group1,178$126K0.04%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,184$125K<0.01%new13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN1,170$125K0.01%+20013F-HRTimeline
Hartford Financial Management Inc.1,160$124K0.03%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,146$122K0.02%-14813F-HRTimeline
New Republic Capital, LLC1,125$120K0.08%-213F-HRTimeline
TRUST CO OF VERMONT1,112$118K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,095$117K0.02%13F-HRTimeline
AMERIFLEX GROUP, INC.1,037$110K0.05%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.997$106K0.07%-37913F-HRTimeline
CENTAURUS FINANCIAL, INC.996$106K0.01%new13F-HRTimeline
AlphaCentric Advisors LLC988$105K0.11%+6113F-HRTimeline
Accredited Wealth Management, LLC937$99.9K0.09%13F-HRTimeline
Washington Trust Advisors, Inc.900$95.9K0.01%013F-HRTimeline
CENTRAL TRUST Co883$94K<0.01%+67013F-HRTimeline
Main Street Group, LTD861$91.7K0.03%013F-HRTimeline
Realta Investment Advisors840$89.5K0.04%-7413F-HRTimeline
Founders Financial Alliance, LLC832$88.6K0.02%+413F-HRTimeline
Rice Partnership, LLC827$88.1K0.02%+3613F-HRTimeline
Briaud Financial Planning Inc830$88K0.04%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP790$84.2K0.02%-4813F-HRTimeline
MOTCO774$82.5K0.01%013F-HRTimeline
Headlands Technologies LLC770$82K0.01%-4,45313F-HRTimeline