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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
Cordant, Inc.466$49.1K0.03%013F-HRTimeline
Clean Yield Group457$48.1K0.02%+313F-HRTimeline
FIRST FINANCIAL CORP /IN/450$47.4K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…425$44.8K0.02%013F-HRTimeline
S&T Bank/PA401$42.3K0.01%013F-HRTimeline
Nemes Rush Group LLC397$41.9K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC395$41.6K0.03%013F-HRTimeline
Evergreen Private Wealth LLC390$41.1K0.02%013F-HRTimeline
Mattson Financial Services, LLC387$40.8K0.01%new13F-HRTimeline
Integrity Financial Corp /WA358$37.7K0.02%+12813F-HRTimeline
Roxbury Financial LLC343$36.9K0.04%+313F-HRTimeline
HFM Investment Advisors, LLC348$36.6K0.02%13F-HRTimeline
Sound Income Strategies, LLC345$36.4K<0.01%-16213F-HRTimeline
Raleigh Capital Management Inc.344$36.3K0.02%+32913F-HRTimeline
Register Financial Advisors LLC336$35.4K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP333$35.1K<0.01%013F-HRTimeline
Atala Financial Inc329$34.7K0.03%013F-HRTimeline
City State Bank318$33.5K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…313$33K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/307$32.2K<0.01%+3913F-HRTimelineGroup
CNB Bank300$31.6K0.02%013F-HRTimeline
DT Investment Partners, LLC284$29.9K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.275$29K0.02%013F-HRTimeline
LGT Financial Advisors LLC269$28.4K0.09%-95813F-HRTimeline
Indiana Trust & Investment Management Co264$27.8K0.01%-38313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.253$27K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ruedi Wealth Management, Inc.256$27K0.01%-213F-HRTimeline
Financial Network Wealth Advisors LLC253$26.7K0.04%+13913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC250$26.4K0.02%013F-HRTimeline
American Capital Advisory, LLC250$26.4K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.230$24.3K<0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.228$24K0.01%+213F-HRTimeline
CENTRAL TRUST Co213$22.4K<0.01%-67013F-HRTimeline
West Branch Capital LLC200$21.1K0.01%new13F-HRTimeline
First PREMIER Bank200$21K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC197$20.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC185$19.5K<0.01%-22613F-HRTimeline
Hurley Capital, LLC172$18.1K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd160$16.9K<0.01%013F-HRTimelineGroup
New Millennium Group LLC148$15.6K0.01%-14313F-HRTimeline
Holos Integrated Wealth LLC144$15.2K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC143$15.1K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.134$14.1K0.01%new13F-HRTimeline
Keystone Global Partners, LLC123$13K0.01%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.119$12.5K<0.01%-3813F-HRTimelineGroup
Archer Investment Corp118$12.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC118$12.4K<0.01%-43413F-HRTimeline
Tidemark, LLC112$11.8K<0.01%013F-HRTimeline
BFSG, LLC100$10.5K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC100$10.5K0.01%013F-HRTimeline
Signature Resources Capital Management,…82$8.65K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC75$7.91K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC70$7.38K0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…67$7K<0.01%-813F-HRTimelineGroup
Prestige Wealth Management Group LLC56$5.91K<0.01%013F-HR/ATimeline
2UniFi Bank50$5.38K<0.01%013F-HRTimeline
HOWE & RUSLING INC50$5.27K<0.01%+3613F-HRTimeline
Promus Capital, LLC48$5.06K<0.01%013F-HR/ATimeline
Spurstone Advisory Services, LLC46$4.85K0.09%013F-HRTimeline
New Republic Capital, LLC42$4.43K<0.01%-1,08313F-HRTimeline
Vermillion & White Wealth Management Gr…40$4.22K<0.01%013F-HRTimeline
Beacon Capital Management, LLC40$4.19K<0.01%+113F-HRTimeline
Family Manage LLC39$4.11K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC38$4.01K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35$3.69K<0.01%new13F-HRTimelineGroup
Pillar Financial Advisors, LLC33$3.48K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC29$3.06K<0.01%new13F-HRTimeline
Keener Financial Planning LLC29$3K<0.01%013F-HRTimeline
Dunhill Financial, LLC28$2.95K<0.01%+2513F-HRTimeline
LRI Investments, LLC26$2.74K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC22$2.32K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC18$1.92K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC17$1.82K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC17$1.79K<0.01%+313F-HRTimeline
North Capital, Inc.17$1.79K<0.01%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12$1.27K<0.01%013F-HRTimeline
Hemington Wealth Management10$1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC9$949<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7$738<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.3$316<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC3$316<0.01%013F-HRTimeline
Sandy Spring Bank2$211<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2$211<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$118<0.01%013F-HRTimeline
Asset Dedication, LLC1$106<0.01%-713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1$105<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1$105<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1$85<0.01%-63113F-HRTimeline
Frazier Financial Advisors, LLC0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-88,09613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MARSHALL INVESTMENT MANAGEMENT, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.