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
Menard Financial Group LLC759$80.9K0.05%new13F-HRTimeline
Rise Advisors, LLC741$79K0.04%+2013F-HRTimeline
Key Financial Inc734$78.2K0.02%-113F-HRTimeline
McIlrath & Eck, LLC729$77.6K0.01%+813F-HRTimeline
WFA Asset Management Corp702$74.8K0.04%new13F-HRTimeline
Indiana Trust & Investment Management Co647$68.9K0.02%013F-HRTimeline
Mechanics Financial Corp643$68.5K0.03%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC632$67.3K0.02%-1,06813F-HRTimeline
Gould Capital, LLC607$64.7K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC604$64.4K0.05%013F-HRTimeline
Ameliora Wealth Management Ltd.595$63.4K0.02%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC587$62.6K<0.01%+613F-HRTimeline
Princeton Global Asset Management LLC552$58.8K0.01%+113F-HRTimeline
Robinswood Financial LLC529$56.4K0.02%013F-HRTimeline
WASHINGTON TRUST Co514$54.8K<0.01%-2,69713F-HRTimeline
Pflug Koory, LLC513$54.7K0.03%+37613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.508$54.1K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC507$54K<0.01%+28113F-HRTimeline
GPS Wealth Strategies Group, LLC489$52.1K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC482$51.4K<0.01%-28113F-HRTimeline
NorthRock Partners, LLC476$50.7K<0.01%-24113F-HR/ATimeline
Cordant, Inc.466$49.7K0.03%-4613F-HRTimeline
Clean Yield Group454$48.4K0.02%+413F-HRTimeline
FIRST FINANCIAL CORP /IN/450$47.9K0.02%013F-HRTimeline
Pineridge Advisors LLC443$47.2K0.02%+113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.427$45.5K0.01%+42313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…425$45.3K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC411$43.8K0.01%+37313F-HRTimeline
S&T Bank/PA401$42.7K0.01%new13F-HRTimeline
Nemes Rush Group LLC397$42.3K0.01%-7513F-HRTimeline
Midwest Capital Advisors, LLC395$42.1K0.03%13F-HRTimeline
Evergreen Private Wealth LLC390$41.6K0.02%013F-HRTimeline
Caitlin John, LLC378$40.3K0.03%-6013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH375$40K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC361$38.5K<0.01%new13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC360$38.4K<0.01%+14013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC354$37K0.01%+6313F-HRTimeline
Roxbury Financial LLC340$37K0.04%13F-HRTimeline
Register Financial Advisors LLC336$35.8K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP333$35.5K<0.01%-13813F-HRTimeline
Atala Financial Inc329$35.1K0.02%13F-HRTimeline
City State Bank318$33.9K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…313$33.4K0.01%013F-HRTimeline
CNB Bank300$32K0.01%013F-HRTimeline
New Millennium Group LLC291$31K0.02%+14813F-HRTimeline
DT Investment Partners, LLC284$30.3K<0.01%+2113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.275$29.3K0.02%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/268$28.6K<0.01%+20813F-HRTimelineGroup
Red Tortoise LLC265$28.2K0.01%+313F-HRTimeline
Eagle Bay Advisors LLC262$27.9K0.02%013F-HRTimeline
Ruedi Wealth Management, Inc.258$27.4K0.01%-113F-HRTimeline
PSI Advisors, LLC253$26.9K0.01%+313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC250$26.6K0.02%+5013F-HRTimeline
Kohmann Bosshard Financial Services, LLC248$26.4K<0.01%new13F-HRTimeline
Advantage Trust Co260$26.3K0.02%new13F-HRTimeline
GW&K Investment Management, LLC230$25K<0.01%013F-HRTimeline
Integrity Financial Corp /WA230$24.5K0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.226$24.2K0.01%-59813F-HRTimeline
Riggs Asset Managment Co. Inc.220$23.4K0.01%013F-HRTimeline
First PREMIER Bank200$21K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC197$21K<0.01%013F-HRTimeline
Hurley Capital, LLC172$18.3K0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd160$17K<0.01%+1513F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.157$16.7K<0.01%013F-HRTimelineGroup
Holos Integrated Wealth LLC144$15.3K0.01%13F-HRTimeline
Archer Investment Corp118$12.6K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC114$12.1K0.02%-1,07713F-HRTimeline
Tidemark, LLC112$11.9K<0.01%+213F-HRTimeline
Castleview Partners, LLC110$11.7K0.01%013F-HR/ATimeline
Colony Family Offices, LLC100$10.7K<0.01%new13F-HRTimeline
BFSG, LLC100$10.7K<0.01%-1,28913F-HRTimeline
Viewpoint Capital Management LLC100$10.7K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC91$9.7K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC91$9.7K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…82$8.74K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…75$8K<0.01%-28,43813F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC75$7.99K<0.01%013F-HRTimelineGroup
Investors Research Corp63$6.71K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC56$5.97K<0.01%013F-HR/ATimeline
2UniFi Bank50$5.33K<0.01%13F-HRTimeline
Promus Capital, LLC48$5.11K<0.01%13F-HR/ATimeline
Spurstone Advisory Services, LLC46$4.9K0.09%13F-HRTimeline
Vermillion & White Wealth Management Gr…40$4.26K<0.01%013F-HRTimeline
Beacon Capital Management, LLC39$4.21K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC38$4.05K<0.01%-213F-HRTimeline
Pillar Financial Advisors, LLC33$3.52K<0.01%13F-HRTimeline
Keener Financial Planning LLC29$3K<0.01%013F-HRTimeline
Clark Wealth Partners25$2.66K<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC22$2.34K<0.01%013F-HRTimeline
Financial Life Planners19$2.04K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC18$1.92K<0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC17$1.84K<0.01%-22913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Raleigh Capital Management Inc.15$1.62K<0.01%013F-HRTimeline
HOWE & RUSLING INC14$1.49K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC14$1.49K<0.01%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12$1.28K<0.01%013F-HRTimeline
Hemington Wealth Management10$1K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC9$959<0.01%13F-HRTimeline
Asset Dedication, LLC8$853<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8$852<0.01%013F-HRTimeline
Glassman Wealth Services7$746<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7$746<0.01%-4113F-HRTimeline
LANARK FINANCIAL, INC.6$6610.06%-6,20013F-HRTimeline
Jackson Hole Capital Partners, LLC3$320<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3$320<0.01%-2913F-HRTimeline
Dunhill Financial, LLC3$320<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$214<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$198<0.01%+113F-HRTimelineGroup
Parkworth Wealth Management, Inc.1$118<0.01%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1$107<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC0$27<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Activest Wealth Management0$00%-1613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co8,071$860M013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.