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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
Gallacher Capital Management LLC3,056$322K0.16%-2,10113F-HRTimeline
Elite Financial, Inc.3,046$321K0.17%+1613F-HRTimeline
Dynamic Wealth Strategies, LLC3,032$320K0.27%+31013F-HRTimeline
Horst & Graben Wealth Management LLC3,028$319K0.06%+1113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,003$317K0.08%-49913F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS3,000$316K0.15%013F-HRTimeline
Falcon Wealth Planning2,978$314K0.03%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,972$313K0.14%013F-HRTimeline
Idaho Trust Co2,953$311K0.13%+13713F-HRTimeline
Verum Partners LLC2,950$311K0.08%-28613F-HRTimeline
Sachetta, LLC2,930$309K0.13%013F-HRTimeline
LeConte Wealth Management, LLC2,925$308K0.2%13F-HRTimeline
Innova Wealth Partners2,920$308K0.19%-8013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,907$307K0.02%013F-HRTimeline
Crescent Grove Advisors, LLC2,902$306K0.03%+1713F-HRTimeline
FreeGulliver LLC2,899$306K0.16%013F-HRTimeline
PATTEN & PATTEN INC/TN2,890$305K0.02%-1,55013F-HRTimeline
Mason & Associates, LLC2,885$304K0.09%+1013F-HRTimeline
Riverbend Wealth Management, LLC2,882$304K0.27%+9513F-HRTimeline
BBR PARTNERS, LLC2,870$303K0.02%013F-HRTimeline
PKS Advisory Services, LLC2,869$302K0.08%+11713F-HRTimeline
Evensky & Katz LLC2,865$302K0.02%+1513F-HRTimeline
Unified Investment Management2,850$301K0.36%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,836$299K0.01%-10,43613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,825$298K0.05%+40713F-HRTimeline
Addison Capital Co2,816$297K0.12%new13F-HRTimeline
Kovack Advisors, Inc.2,808$296K0.03%new13F-HRTimeline
Warren Street Wealth Advisors, LLC2,806$296K0.12%+45813F-HRTimeline
Watts Gwilliam & Co., LLC2,792$294K0.06%-94313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,772$292K0.02%013F-HRTimeline
KICKSTAND VENTURES, LLC.2,768$292K0.08%+46313F-HRTimeline
One Charles Private Wealth Services, LLC2,759$291K0.09%+20913F-HRTimeline
StrongBox Wealth, LLC2,759$291K0.12%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,749$290K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,745$289K0.03%-4,95913F-HRTimeline
BANK OZK2,740$289K0.12%-73413F-HRTimeline
Gryphon Financial Partners LLC2,725$287K0.04%new13F-HRTimeline
Valeo Financial Advisors, LLC2,723$287K0.01%-1,29613F-HRTimeline
Capital A Wealth Management, LLC2,718$287K0.3%-59713F-HRTimeline
EVOKE WEALTH, LLC2,706$285K0.01%-15013F-HRTimeline
Michael A. Dubis Financial Planning, LLC2,706$285K0.28%-71013F-HRTimeline
Transce3nd, LLC2,697$284K0.13%+1813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,691$284K0.06%-37813F-HRTimeline
Bremer Bank National Association2,688$283K0.05%new13F-HRTimeline
LGL PARTNERS, LLC2,686$283K0.14%-25,75413F-HRTimeline
Erickson Financial Group, LLC2,684$283K0.21%013F-HRTimeline
Aventura Private Wealth, LLC2,681$283K0.15%013F-HRTimeline
Round Rock Advisors LLC2,665$281K0.05%+3513F-HRTimeline
Bell Investment Advisors, Inc2,658$280K0.05%-92313F-HRTimeline
LexAurum Advisors, LLC2,633$278K0.05%+8813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,586$273K0.31%-9613F-HRTimeline
Axis Wealth Partners, LLC2,585$273K0.2%+2713F-HRTimeline
Smart Money Group LLC2,579$272K0.09%new13F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC2,567$271K0.11%013F-HRTimeline
BAKER BOYER NATIONAL BANK2,560$270K0.1%013F-HRTimeline
Kelly Financial Services LLC2,559$270K0.09%new13F-HRTimeline
Allie Family Office LLC2,545$268K0.15%013F-HRTimeline
Ceeto Capital Group, LLC2,544$268K0.1%013F-HRTimeline
Element Wealth, LLC2,530$267K0.14%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,520$266K0.1%-45313F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,511$265K0.03%+813F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC2,510$265K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pacifica Partners Inc.2,499$264K0.12%-5513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,506$264K0.03%-1,87913F-HRTimeline
Pandora Wealth, Inc.2,500$264K0.17%13F-HRTimeline
Apex Wealth Management, LLC2,491$263K0.24%-10,26213F-HRTimeline
Clarity Wealth Development LLC2,492$261K0.29%-1,41013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,460$259K0.03%+11013F-HRTimeline
Fonville Wealth Management LLC2,473$259K0.08%-37513F-HRTimeline
BRIGHTON JONES LLC2,419$255K0.01%-62813F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,411$254K0.2%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC2,408$254K0.2%+1213F-HRTimeline
OMNI 360 Wealth, Inc.2,402$253K0.17%+24513F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,400$253K<0.01%new13F-HRTimelineGroup
Vickerman Investment Advisors, Inc.2,400$253K0.06%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC2,391$252K0.06%+22813F-HRTimeline
CRA Financial Services, LLC2,390$252K0.04%013F-HRTimeline
MBA Advisors LLC2,390$252K0.12%-2513F-HRTimeline
Independent Wealth Network Inc.2,384$251K0.1%+40713F-HRTimeline
Portfolio Design Labs, LLC2,382$251K0.05%013F-HRTimeline
Obermeyer Wealth Partners2,373$250K0.01%new13F-HRTimeline
Traction Financial Partners, LLC2,369$250K0.2%new13F-HRTimeline
Sequent Planning LLC2,365$249K0.09%013F-HRTimeline
First Financial Group Corp2,355$248K0.28%013F-HRTimeline
RiverFront Investment Group, LLC2,351$248K0.01%-28513F-HRTimeline
Millington Financial Advisors, LLC2,415$247K0.15%-6513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,328$245K0.02%013F-HRTimeline
Sharp Wealth Advisory, LLC2,325$245K0.19%-1,00013F-HRTimeline
Bernard Wealth Management Corp.2,320$245K0.12%-65613F-HRTimeline
Lakeshore Financial Planning, Inc.2,319$245K0.1%-24213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,315$244K0.01%new13F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC2,310$242K0.11%013F-HRTimeline
Focused Wealth Management, Inc2,290$241K0.03%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,270$239K0.24%013F-HRTimeline
10Elms LLP2,250$237K0.24%+20013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,238$236K0.04%-62713F-HRTimelineGroup
WOLFF WIESE MAGANA LLC2,212$233K0.16%-813F-HRTimeline
Kathleen S. Wright Associates Inc.2,211$233K0.1%+10913F-HRTimeline
Braun-Bostich & Associates Inc.2,197$232K0.17%new13F-HRTimeline
Sunbelt Securities, Inc.2,184$230K0.02%+33813F-HRTimeline
Hofer & Associates. Inc2,177$230K0.16%+513F-HRTimeline
Keystone Financial Group2,169$229K0.02%-2,29013F-HRTimeline
NOVUS ADVISORS, LLC2,167$228K0.23%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,150$227K0.13%013F-HRTimeline
Tempus Wealth Planning, LLC2,128$224K0.07%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,115$223K0.06%new13F-HRTimeline
Successful Portfolios LLC2,110$222K0.15%013F-HRTimeline
Edge Financial Advisors LLC2,103$222K0.14%new13F-HRTimeline
Atwater Malick LLC2,094$221K0.07%013F-HRTimeline
Rossmore Private Capital2,090$220K0.03%013F-HRTimeline
FLC Capital Advisors2,085$220K0.05%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,084$220K0.13%-60913F-HRTimeline
Journey Advisory Group, LLC2,077$219K0.02%+1113F-HRTimeline
Coastal Bridge Advisors, LLC2,076$219K0.02%new13F-HR/ATimeline
POSTROCK PARTNERS LLC2,075$219K0.11%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC2,064$218K0.15%+7213F-HRTimeline
Firestone Capital Management2,059$217K0.06%+1013F-HRTimeline
Affinity Capital Advisors, LLC2,115$216K0.04%new13F-HRTimeline
Eaton Financial Holdings Company, LLC2,044$216K0.09%-30,29113F-HRTimeline
Harbour Trust & Investment Management Co2,026$214K0.03%-57613F-HRTimeline
DAVIS R M INC2,025$214K<0.01%new13F-HRTimeline
NorthRock Partners, LLC2,024$213K0.01%+1,54813F-HRTimeline
Oceanside Advisors LLC2,021$213K0.15%-1,52013F-HRTimeline
Radnor Capital Management, LLC2,000$211K0.04%-5,00013F-HRTimeline
Granite Bay Wealth Management, LLC2,000$211K0.07%013F-HRTimeline
Canal Capital Management, LLC1,993$210K0.04%new13F-HRTimeline
Keystone Financial Group, Inc.2,011$210K0.15%-12813F-HRTimeline
Five Oceans Advisors1,991$210K0.1%-21613F-HRTimeline
Central Pacific Bank - Trust Division1,979$209K0.03%-12,98413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,975$208K<0.01%new13F-HRTimelineGroup
Summit Financial Consulting LLC1,969$208K0.19%13F-HRTimeline
Holistic Financial Partners1,958$206K0.1%new13F-HRTimeline
Oder Investment Management, LLC1,954$206K0.18%+213F-HRTimeline
Rossby Financial, LCC1,980$206K0.09%+8413F-HRTimeline
NWF Advisory Services Inc.1,953$206K0.03%new13F-HRTimeline
TCI Wealth Advisors, Inc.1,951$206K0.02%-9913F-HRTimeline
RKL Wealth Management LLC1,943$205K0.02%+1013F-HRTimeline
Rothschild Wealth LLC1,943$205K0.06%-3713F-HRTimeline
Stonehearth Capital Management, LLC1,938$204K0.08%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC1,935$204K0.1%-30613F-HRTimeline
New Insight Wealth Advisors1,931$204K0.09%-5413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,920$202K0.04%+1013F-HRTimeline
Midwest Professional Planners, LTD.1,897$200K0.06%-20113F-HRTimeline
Cape Investment Advisory, Inc.1,856$196K0.08%+60713F-HRTimeline
Coastline Trust Co1,811$191K0.02%-31613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Moisand Fitzgerald Tamayo, LLC1,683$177K0.02%013F-HRTimeline
Bogart Wealth, LLC1,677$177K0.01%013F-HRTimeline
Red Tortoise LLC1,600$169K0.09%+1,33513F-HRTimeline
Clearstead Trust, LLC1,574$166K0.04%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1,542$163K2.79%013F-HRTimeline
UMB Bank, n.a.1,512$159K<0.01%-19513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SILVER OAK SECURITIES, INCORPORATED1,485$156K0.01%new13F-HR/ATimeline
Sage Mountain Advisors LLC1,441$152K0.01%new13F-HRTimeline
Lindbrook Capital, LLC1,400$148K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,370$144K0.11%+37313F-HRTimeline
Brooklyn Investment Group1,319$139K0.03%+14113F-HRTimeline
AlphaCore Capital LLC1,280$135K0.01%new13F-HRTimeline
GW&K Investment Management, LLC1,264$133K<0.01%+1,03413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,228$129K0.05%-29113F-HRTimeline
Glass Jacobson Investment Advisors llc1,190$127K0.04%013F-HRTimeline
AllSquare Wealth Management LLC1,180$124K0.07%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,141$120K0.02%+78713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,135$120K0.01%-1113F-HRTimeline
TRUST CO OF VERMONT1,112$117K0.01%013F-HRTimeline
Ridgewood Investments LLC1,070$113K0.05%-26513F-HRTimeline
AMERIFLEX GROUP, INC.1,040$110K0.04%+313F-HRTimeline
Quest 10 Wealth Builders, Inc.1,026$108K0.12%-44913F-HRTimeline
Accredited Wealth Management, LLC939$99K0.08%+213F-HRTimeline
IMA Advisory Services, Inc.936$98.7K0.01%new13F-HRTimeline
Pineridge Advisors LLC926$97.6K0.04%+48313F-HRTimeline
Washington Trust Advisors, Inc.900$94.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC880$92.8K0.01%-21513F-HR/ATimeline
Realta Investment Advisors844$89K0.04%+413F-HRTimeline
BOKF, NAin group BOKF, NA831$87.6K<0.01%-35313F-HRTimelineGroup
Main Street Group, LTD823$86.8K0.03%-3813F-HRTimeline
True Wealth Design, LLC784$82.7K0.03%new13F-HRTimeline
Compass Wealth Management LLC774$81.6K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC749$79K0.02%-8313F-HRTimeline
Rise Advisors, LLC745$78.5K0.03%+413F-HRTimeline
Key Financial Inc734$77.4K0.02%013F-HRTimeline
McIlrath & Eck, LLC732$77.2K0.01%+313F-HRTimeline
MOTCO726$76.5K0.01%-4813F-HRTimeline
MJT & Associates Financial Advisory Gro…709$74.8K0.07%13F-HRTimeline
Hartford Financial Management Inc.690$72.8K0.02%-47013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.683$72K<0.01%+17513F-HRTimelineGroup
Gould Capital, LLC677$71.4K0.05%+7013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN670$70.6K0.01%-50013F-HRTimeline
Mechanics Financial Corp643$67.8K0.03%013F-HRTimeline
Opal Wealth Advisors, LLC620$65.4K0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC604$63.7K0.05%013F-HRTimeline
CBIZ Investment Advisory Services, LLC590$62.2K<0.01%+313F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC590$62.2K<0.01%+23013F-HRTimelineGroup
Rice Partnership, LLC536$56.5K0.01%-29113F-HRTimeline
Robinswood Financial LLC529$55.8K0.02%013F-HRTimeline
Pflug Koory, LLC516$54.4K0.03%+313F-HRTimeline
GPS Wealth Strategies Group, LLC502$52.9K0.01%+1313F-HRTimeline
Riggs Asset Managment Co. Inc.501$52.8K0.02%+28113F-HRTimeline
WASHINGTON TRUST Co496$52.3K<0.01%-1813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC482$50.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC472$49.8K<0.01%new13F-HRTimeline