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Disclosery

MUB ISHARES TR

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,881,189$3.29B0.3%+5,297,54213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,190,929$2.68B+668,831Timeline
Betterment LLC18,258,259$1.95B4.64%+1,371,66313F-HRTimeline
FMR LLCin group FMR LLC13,682,372$1.46B0.09%-530,75313F-HRTimelineGroup
Creative Planningin group Creative Planning13,224,764$1.41B1.37%+597,18413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,606,146$1.13B0.27%+1,608,09213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,105,962$1.08B0.09%+407,75013F-HRTimelineGroup
LPL Financial LLC9,636,610$1.03B0.42%+2,053,68713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,061,368$965M0.07%+1,238,78313F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,020,029$961M0.18%-293,54413F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding8,455,320$901M+93,209Timeline
Wealthfront Advisers LLC7,576,579$807M2.36%-2,163,85213F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,338,394$782M0.52%-28,36813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,037,519$750M0.63%+725,23213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,435,481$686M1.67%-6,55513F-HRTimeline
Fisher Asset Management, LLC5,745,654$612M0.24%+470,73913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,573,438$594M0.78%-1,282,07613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,523,128$588M0.76%+692,40613F-HRTimelineGroup
TIAAgroup of 2 filers holding5,194,438$553M+199,097Timeline
Orgel Wealth Management, LLC3,366,629$359M9.36%-306,12613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,931,626$312M0.46%+70,58513F-HRTimeline
RWA WEALTH PARTNERS, LLC2,780,596$296M3.65%-13,27913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,639,378$281M5.16%-25,87813F-HRTimeline
UBS Group AGin group UBS Group AG2,628,062$280M0.06%-125,74813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,595,159$277M0.75%+145,50813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,241,380$239M0.38%+2,143,87613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,932,089$206M0.35%+226,35313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,817,141$194M0.04%-170,66213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,717,137$183M0.63%+211,40813F-HRTimeline
Cetera Investment Advisers1,623,043$173M0.36%+128,65113F-HRTimeline
HighTower Advisors, LLC1,593,423$170M0.23%-83,99013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,578,380$168M4.95%+836,94513F-HRTimelineGroup
Facet Wealth, Inc.1,549,955$165M4.39%+86,15313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,516,730$162M0.15%+308,68913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,463,534$156M0.04%+69,39113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,356,800$145M0.16%+1,348,40013F-HRTimelineGroup
SIGNATUREFD, LLC1,346,404$143M2.72%-8,32713F-HRTimeline
Sequoia Financial Advisors, LLC1,312,902$140M1.35%+289,40713F-HR/ATimeline
Choate Investment Advisors1,272,175$136M3.26%-110,44013F-HRTimeline
One Capital Management, LLC1,196,525$127M4.22%-42,59113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,177,651$125M0.2%+281,36413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,166,387$124M0.24%+492,58513F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.1,160,561$124M0.78%+181,69513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,136,181$121M0.35%+87,86313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,124,699$120M2.32%+16,63313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,117,125$119M0.02%-79,11413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,109,733$118M0.04%13F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC1,101,676$117M0.11%+238,29613F-HRTimelineGroup
EP Wealth Advisors, LLC1,050,511$112M0.91%+110,17413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,033,611$110M1.13%+85,18313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,518,835$107M0.24%+732,62813F-HR/ATimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC955,656$102M6.59%-11,92213F-HRTimeline
Ellevest, Inc.936,540$99.8M5.76%-7,69113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers889,955$94.8M0.18%+748,76613F-HRTimelineGroup
Balentine LLC879,575$93.7M3.8%-6,22813F-HRTimeline
OneDigital Investment Advisors LLC797,590$85M0.99%-12,79013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.789,869$84.2M5.25%+71,81313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding782,354$83.4M+381,356Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding768,428$81.9M+114,049Timeline
Cerity Partners LLCin group Cerity Partners LLC755,548$80.5M0.17%+27,27313F-HRTimelineGroup
Arkos Global Advisors727,982$77.6M11.38%+16,16913F-HRTimeline
Orion Porfolio Solutions, LLC726,230$77.4M0.77%+72,36513F-HRTimeline
Orion Portfolio Solutions, LLC726,230$77.4M0.77%+72,36513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP687,472$73.3M0.12%-83,29513F-HRTimelineGroup
CWM, LLCin group CWM, LLC683,531$72.8M0.3%-108,82613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP660,474$70.4M0.07%-14,07313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC637,905$68M1.57%+53,54413F-HRTimeline
Crestwood Advisors Group, LLC634,334$67.6M1.27%-19,78613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD607,800$64.8M0.17%013F-HRTimeline
WIT, LLC291,331$63.8M2.04%+291,03813F-HR/ATimeline
Prime Capital Investment Advisors, LLC597,523$63.7M0.92%+3,95413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…597,477$63.7M0.54%-26,87413F-HRTimelineGroup
Wealthspire Advisors, LLC584,735$62.3M0.62%-13,14813F-HRTimeline
Financial Engines Advisors L.L.C.582,827$62.1M0.13%+7,58213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding576,336$61.4M+116,299Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC558,358$59.5M0.1%+105,72013F-HRTimelineGroup
SOFI WEALTH, LLC549,510$58.6M4.01%+64,27413F-HRTimeline
Beacon Pointe Advisors, LLC545,336$58.1M0.64%-3,33613F-HRTimeline
Foster Group, Inc.532,674$56.8M2.16%+47,98813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500,694$53.3M0.03%+44,93713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC495,989$52.8M3.61%+30,60013F-HRTimeline
MANNING & NAPIER ADVISORS LLC490,539$52.3M0.6%-9,91313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC485,287$51.7M1.1%-13,19713F-HRTimeline
ALLIANCEBERNSTEIN L.P.463,155$49.3M0.02%+34,32213F-HRTimeline
COMERICA BANK434,512$46.3M0.19%+67,43813F-HR/ATimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC423,985$45.2M3.72%-160,13813F-HRTimelineGroup
Farther Finance Advisors, LLC422,029$45M1.63%+121,68113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC421,747$44.9M0.2%-7,01813F-HRTimelineGroup
Global Strategic Investment Solutions, …407,601$43.4M5.08%+129,82713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…396,449$42.2M0.11%+3,26013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.386,368$41.2M0.08%+77,71513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…371,899$39.9M0.08%+7,31013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC364,236$38.8M0.02%-3,09613F-HRTimelineGroup
Waldron Private Wealth LLC355,064$37.8M1.52%+11,60213F-HRTimeline
Allworth Financial LP355,638$37.8M0.21%+101,69213F-HRTimeline
AE Wealth Management LLC353,862$37.7M0.32%+17,81513F-HRTimeline
Sanctuary Advisors, LLC345,357$36.9M0.23%-22,02313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK342,393$36.5M0.22%+36,46813F-HRTimelineGroup
Plante Moran Financial Advisors, LLC339,112$36.1M3%-37,46813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC338,995$36.1M0.14%-35,94513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.325,488$34.7M0.33%-17,53513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp324,478$34.6M0.12%+42,57813F-HRTimelineGroup
Full Sail Capital, LLC322,810$34.4M2.19%+8,66913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.319,873$34.1M2.82%+4,16013F-HRTimeline
Lutz Financial Services LLC317,352$33.8M2.73%+16,65213F-HRTimeline
Cardinal Point Capital Management ULC313,585$33.4M5.3%+28,11413F-HRTimeline
Austin Private Wealth, LLC312,430$33.3M3.12%+30913F-HRTimeline
Dynasty Wealth Management, LLC311,510$33.2M0.57%new13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC310,573$33.1M1.52%-5,89213F-HRTimeline
Avantax Planning Partners, Inc.301,081$32.1M1.16%+5,72213F-HRTimeline
Atria Wealth Solutions, Inc.300,232$32M0.35%+38,77813F-HRTimeline
Retirement Investment Advisors, Inc.295,163$31.4M3.32%+39,32213F-HRTimeline
Bluespring Wealth Management, LLC293,959$31.3M3.21%-7,18113F-HRTimeline
Wedmont Private Capital293,396$31M1.64%+79,07313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…290,679$31M0.69%+14,55713F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH289,729$30.9M9.1%-1,49613F-HRTimeline
Integrated Wealth Concepts LLC284,427$30.3M0.35%+25,48013F-HRTimeline
DOHJ, LLC281,633$30M6.93%-4,83113F-HRTimeline
SageView Advisory Group, LLC277,962$29.6M1.27%+96,80713F-HRTimeline
Cambridge Investment Research Advisors,…275,995$29.4M0.1%+17,00013F-HRTimeline
TOWNSQUARE CAPITAL LLC271,113$28.9M0.33%+3,56513F-HRTimeline
Blue Chip Partners, LLC269,302$28.7M2.47%+29,50813F-HRTimeline
Schneider Downs Wealth Management Advis…267,739$28.5M5.37%+15,65413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding262,206$27.9M+16,233Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC261,633$27.9M0.04%-255,42713F-HRTimelineGroup
Fort Point Capital Partners LLC259,499$27.6M3.1%+50,89913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP257,303$27.4M0.2%+43,73413F-HRTimelineGroup
Liquid Strategies, LLC256,752$27.4M5.63%+43,74513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC255,976$27.3M4.71%+5,69813F-HRTimeline
NewEdge Advisors, LLC249,375$26.6M0.16%+133,19813F-HRTimeline
SEEDS INVESTOR LLC249,158$26.5M7.56%+107,65413F-HRTimeline
Modera Wealth Management, LLC247,947$26.4M0.32%+8,32613F-HRTimeline
Ledyard National Bank247,506$26.4M2.48%+16,43213F-HRTimeline
Apella Capital, LLC242,902$25.9M0.99%+11,17813F-HRTimeline
Perigon Wealth Management, LLC244,092$25.9M0.64%+13,94113F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC241,400$25.7M0.45%013F-HRTimelineGroup
Bear Mountain Capital, Inc.239,337$25.4M9.88%+36,29813F-HRTimeline
Icon Wealth Advisors, LLC237,907$25.3M2.09%-13,94113F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…235,135$25.1M0.24%-14,46713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC230,925$24.6M0.02%+68,74113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …230,924$24.6M0.02%+19,29013F-HRTimelineGroup
First Horizon Advisors, Inc.228,048$24.3M0.68%+150,13313F-HRTimeline
Salomon & Ludwin, LLC226,980$24.2M2.56%+12,22013F-HRTimeline
CHOREO, LLC225,974$24.1M0.35%-206,41113F-HRTimeline
CX Institutional221,142$23.6M0.94%+38,61613F-HRTimeline
Meridian Wealth Partners, LLC220,295$23.5M3.56%+38513F-HRTimeline
Private Advisor Group, LLC216,572$23.1M0.13%-1,86913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.214,702$22.9M1.08%-51,31913F-HRTimelineGroup
Asio Capital, LLC211,592$22.5M4.26%+80913F-HRTimeline
Boston Standard Wealth Management, LLC210,228$22.4M4.35%+13,88413F-HRTimeline
VICUS CAPITAL207,665$22.1M1.96%+16,79613F-HRTimeline
Cardinal Strategic Wealth Guidance204,397$21.8M6.94%-33413F-HRTimeline
Cresset Asset Management, LLC202,296$21.6M0.1%-23,71413F-HRTimeline
REGIMEN WEALTH, LLC201,803$21.5M7.02%+16,22313F-HRTimeline
Quotient Wealth Partners, LLC200,316$21.3M0.7%-2,52313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC200,176$21.3M0.53%-1,45613F-HRTimeline
MATHER GROUP, LLC.200,119$21.3M0.28%-6,73513F-HRTimeline
Morton Brown Family Wealth, LLC199,924$21.3M7.42%+12,51313F-HRTimeline
WESBANCO BANK INC196,286$20.9M0.71%+5,62413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…196,284$20.9M4.82%+9,20513F-HRTimeline
RTD Financial Advisors, Inc.194,935$20.8M2.66%+7,18013F-HRTimeline
Ally Invest Advisors Inc.194,813$20.8M1.8%+11,47113F-HRTimeline
Steward Partners Investment Advisory, L…194,358$20.7M0.18%+2,36813F-HRTimeline
AMG National Trust Bank193,241$20.6M0.57%-4,77113F-HRTimeline
Altura Wealth Advisors Inc.192,519$20.5M15.12%+5,95213F-HRTimeline
Avior Wealth Management, LLC190,734$20.3M0.74%+7,98013F-HRTimeline
Slow Capital, Inc.189,674$20.2M2.86%+6,16213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC189,391$20.2M0.81%+6,72313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.188,266$20.1M<0.01%+93,89013F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION188,103$20M1.87%+9,38213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC187,387$20M0.12%+48,60913F-HRTimelineGroup
Arax Advisory Partners187,125$19.9M1.25%+4,87913F-HRTimeline
Trust Co182,585$19.5M2.23%-30,45813F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC180,879$19.3M3.52%+7,40613F-HRTimelineGroup
UNIQUE WEALTH, LLC180,724$19.3M4.01%+23,82713F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…180,479$19.2M2.99%-4,49813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC180,428$19.2M0.16%+55,30713F-HRTimeline
Alesco Advisors, LLC, An ESL Co179,842$19.2M0.6%+7,22213F-HRTimeline
Capital Asset Advisory Services LLC178,738$19M0.94%+5,21813F-HRTimeline
Chesley Taft & Associates LLC178,591$19M0.88%-23,34513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding178,282$19M+29,706Timeline
SVB WEALTH LLC177,094$18.9M0.35%+136,83713F-HRTimeline
Single Point Partners, LLC175,873$18.7M4.32%new13F-HRTimeline
World Investment Advisors175,687$18.7M0.51%-75,17813F-HRTimeline
STAGE HARBOR FINANCIAL, LLC174,600$18.6M16.19%-49213F-HRTimeline
McKinley Carter Wealth Services, Inc.174,379$18.6M1.14%+29,97713F-HRTimeline
One Wealth Advisors, LLC174,298$18.6M2.76%+53,94913F-HRTimeline
McNamara Financial Services, Inc.168,332$17.9M4.22%-50,02913F-HRTimeline
Clearwater Capital Advisors, LLC167,944$17.9M1.75%-6,76613F-HRTimeline
First Citizens Asset Management, Inc.167,725$17.9M6.54%+8,95713F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP167,217$17.8M0.3%-92,88313F-HR/ATimelineGroup
ASPIRIANT, LLC166,621$17.8M0.64%-21,20313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…162,404$17.3M0.34%-44613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC159,602$17M0.45%13F-HRTimeline
Diversified Portfolios, Inc.157,627$16.8M1.83%+4,36913F-HRTimeline
Stairway Partners, LLC156,479$16.7M1.05%-4,96913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…153,838$16.4M0.02%+128,68113F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC153,768$16.4M5.81%-45713F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co153,000$16.3M1.17%013F-HRTimeline
Kingdom Financial Group LLC.152,715$16.3M11.12%-1,11713F-HRTimeline