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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,842,668$3.04B0.27%-2,038,52113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding23,787,873$2.51B-1,403,056Timeline
Betterment LLC18,408,702$1.94B4.6%+150,44313F-HRTimeline
Creative Planningin group Creative Planning13,121,147$1.38B1.3%-103,61713F-HRTimelineGroup
FMR LLCin group FMR LLC12,928,038$1.36B0.09%-754,33413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,067,934$1.06B0.26%-538,21213F-HRTimelineGroup
LPL Financial LLC9,936,130$1.05B0.41%+299,52013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,522,657$1B0.08%-583,30513F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding9,338,651$985M+883,331Timeline
MORGAN STANLEYin group MORGAN STANLEY8,855,124$934M0.07%-206,24413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,384,779$884M0.18%-635,25013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,588,089$800M0.65%+550,57013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,158,356$755M0.4%-180,03813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,801,267$717M1.65%+365,78613F-HRTimeline
Wealthfront Advisers LLC6,712,402$708M1.9%-864,17713F-HRTimeline
Fisher Asset Management, LLC6,235,796$658M0.28%+490,14213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,534,121$584M0.75%+10,99313F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,464,250$576M0.77%-109,18813F-HRTimelineGroup
TIAAgroup of 2 filers holding5,085,022$536M+202,347Timeline
Orgel Wealth Management, LLC3,390,855$358M9.29%+24,22613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,196,600$337M0.4%+1,839,80013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,110,944$328M0.46%+179,31813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,017,964$318M9.35%+1,439,58413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,756,451$291M0.8%+161,29213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO2,724,033$287M7.29%+84,65513F-HRTimeline
RWA WEALTH PARTNERS, LLC2,683,246$283M3.57%-97,35013F-HRTimeline
UBS Group AGin group UBS Group AG2,570,205$271M0.06%-57,85713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,294,904$242M0.05%+477,76313F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC1,987,573$210M0.35%+55,48413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,819,938$192M0.64%+102,80113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,743,638$184M0.07%+633,90513F-HRTimelineGroup
Cetera Investment Advisers1,608,091$170M0.33%-14,95213F-HRTimeline
HighTower Advisors, LLC1,591,608$168M0.23%-1,81513F-HRTimeline
Sequoia Financial Advisors, LLC1,577,162$166M1.28%+264,26013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,539,565$162M0.04%+76,03113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,510,950$159M0.14%-5,78013F-HR/ATimelineGroup
Choate Investment Advisors1,294,303$136M3.39%+22,12813F-HRTimeline
One Capital Management, LLC1,274,502$134M4.54%+77,97713F-HRTimeline
SIGNATUREFD, LLC1,218,299$128M2.43%-128,10513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,216,314$128M0.32%+80,13313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,199,402$126M0.02%+82,27713F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC1,158,013$122M0.09%+56,33713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,130,272$119M0.2%+976,43413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,079,513$114M0.69%-81,04813F-HRTimeline
Wealthspire Advisors, LLC1,034,280$109M0.65%+449,54513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC958,617$101M7.09%+2,96113F-HRTimeline
EP Wealth Advisors, LLC949,055$100M0.8%-101,45613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP915,114$96.5M0.15%-262,53713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding872,777$92M+90,423Timeline
Facet Wealth, Inc.875,802$91.1M2.36%-674,15313F-HRTimeline
Balentine LLC861,326$90.8M3.8%-18,24913F-HRTimeline
Ellevest, Inc.836,930$88.2M5.88%-99,61013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC802,166$84.6M1.58%-322,53313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC747,721$78.8M0.16%-7,82713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…737,512$77.8M0.15%-428,87513F-HRTimeline
Arkos Global Advisors722,791$76.2M11.2%-5,19113F-HRTimeline
Crestwood Advisors Group, LLC695,440$73.3M1.39%+61,10613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP671,019$70.8M0.12%-16,45313F-HRTimelineGroup
OneDigital Investment Advisors LLC670,962$70.7M0.84%-126,62813F-HRTimeline
Beacon Pointe Advisors, LLC650,574$68.6M0.77%+105,23813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC641,020$67.6M1.62%+3,11513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP637,958$67.3M0.07%-22,51613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC637,399$67.2M0.78%+39,87613F-HRTimeline
SOFI WEALTH, LLC621,185$65.5M4.92%+71,67513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…620,381$65.4M0.56%+22,90413F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD607,800$64.1M0.17%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.607,385$64.1M0.14%-911,45013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding603,299$63.6M-165,129Timeline
COLDSTREAM CAPITAL MANAGEMENT INC586,863$61.9M1.32%+101,57613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources578,577$61M0.02%+448,49513F-HRTimelineGroup
Financial Engines Advisors L.L.C.574,406$60.6M0.13%-8,42113F-HRTimeline
Foster Group, Inc.573,186$60.4M2.26%+40,51213F-HRTimeline
WIT, LLC300,008$60.1M1.71%+8,67713F-HRTimeline
Orion Porfolio Solutions, LLC566,331$59.7M0.59%-159,89913F-HRTimeline
Orion Portfolio Solutions, LLC566,331$59.7M0.59%-159,89913F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding563,605$59.4M-12,731Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC528,884$55.8M0.1%-29,47413F-HRTimelineGroup
CWM, LLCin group CWM, LLC508,129$53.6M0.21%-175,40213F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC501,382$52.9M0.65%+10,84313F-HRTimeline
JFS WEALTH ADVISORS, LLC499,700$52.7M3.57%+3,71113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…491,647$51.8M0.13%+95,19813F-HRTimelineGroup
Global Strategic Investment Solutions, …480,410$50.7M5.86%+72,80913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/473,689$49.9M0.03%-27,00513F-HRTimelineGroup
Farther Finance Advisors, LLC441,351$46.6M1.19%+19,32213F-HRTimeline
ALLIANCEBERNSTEIN L.P.439,190$46.3M0.02%-23,96513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers421,258$44.4M0.08%-468,69713F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC403,075$42.5M1.83%+355,06313F-HRTimelineGroup
COMERICA BANK388,695$41M0.17%-45,81713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…367,553$39.3M0.09%-4,34613F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.363,649$38.3M0.36%+38,16113F-HRTimelineGroup
AE Wealth Management LLC348,423$36.7M0.31%-5,43913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC347,466$36.6M0.07%-1,893,91413F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK344,520$36.3M0.23%+2,12713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC340,685$35.9M0.02%-23,55113F-HRTimelineGroup
Wedmont Private Capital349,835$35.8M1.83%+56,43913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC332,338$35M0.28%+151,91013F-HRTimeline
Allworth Financial LP336,695$35M0.2%-18,94313F-HRTimeline
Cardinal Point Capital Management ULC331,175$34.9M3.21%+17,59013F-HRTimeline
Sanctuary Advisors, LLC330,550$34.9M0.25%-14,80713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.324,026$34.2M0.07%-62,34213F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC323,430$34.1M0.17%-15,56513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.322,438$34M2.81%+2,56513F-HRTimeline
DOHJ, LLC318,205$33.6M7.66%+36,57213F-HRTimeline
Retirement Investment Advisors, Inc.317,807$33.5M3.39%+22,64413F-HRTimeline
Integrated Wealth Concepts LLC313,984$33.1M0.39%+29,55713F-HRTimeline
Full Sail Capital, LLC313,470$33.1M2.14%-9,34013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC313,052$33M0.14%-108,69513F-HRTimelineGroup
Avantax Planning Partners, Inc.307,106$32.4M1.15%+6,02513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp301,237$31.8M0.12%-23,24113F-HRTimelineGroup
Schneider Downs Wealth Management Advis…296,578$31.3M5.66%+28,83913F-HRTimeline
Lutz Financial Services LLC295,299$31.1M2.55%-22,05313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.294,158$31M<0.01%+105,89213F-HRTimelineGroup
Plante Moran Financial Advisors, LLC293,332$30.9M2.66%-45,78013F-HRTimeline
Bluespring Wealth Management, LLC292,543$30.8M3.14%-1,41613F-HRTimeline
Liquid Strategies, LLC291,936$30.8M5.8%+35,18413F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH286,747$30.2M9.16%-2,98213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…285,614$30.1M0.65%-5,06513F-HRTimelineGroup
Waldron Private Wealth LLC282,166$29.8M1.4%-72,89813F-HRTimeline
Garde Capital, Inc.278,139$29.3M1.68%new13F-HRTimeline
Fort Point Capital Partners LLC274,971$29M3.24%+15,47213F-HRTimeline
CX Institutional274,717$29M1.09%+53,57513F-HRTimeline
Dynasty Wealth Management, LLC273,423$28.8M0.48%-38,08713F-HRTimeline
Cambridge Investment Research Advisors,…273,138$28.8M0.1%-2,85713F-HRTimeline
Atria Wealth Solutions, Inc.270,274$28.5M0.34%-29,95813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding268,756$28.3M+6,550Timeline
CAPITAL INSIGHT PARTNERS, LLC267,736$28.2M4.93%+11,76013F-HRTimeline
SageView Advisory Group, LLC265,906$28M1.2%-12,05613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC264,200$27.9M0.04%+167,17013F-HRTimeline
Blue Chip Partners, LLC259,792$27.4M2.36%-9,51013F-HRTimeline
TOWNSQUARE CAPITAL LLC255,855$27M0.29%-15,25813F-HRTimeline
Ledyard National Bank250,393$26.4M2.61%+2,88713F-HRTimeline
Vestmark Advisory Solutions, Inc.250,193$26.4M0.68%+246,44213F-HRTimeline
Modera Wealth Management, LLC242,805$25.6M0.35%-5,14213F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC241,400$25.5M0.45%013F-HRTimelineGroup
SEEDS INVESTOR LLC240,290$25.3M7.11%-8,86813F-HRTimeline
Crewe Advisors LLC237,821$25.1M3.52%+91,34413F-HRTimeline
Salomon & Ludwin, LLC237,201$25M2.67%+10,22113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …236,047$24.9M0.02%+5,12313F-HRTimelineGroup
Icon Wealth Advisors, LLC235,280$24.8M2.04%-2,62713F-HRTimeline
CHOREO, LLC232,216$24.5M0.38%+6,24213F-HRTimeline
Bear Mountain Capital, Inc.228,724$23.9M9.23%-10,61313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…225,821$23.8M0.24%-9,31413F-HRTimelineGroup
NewEdge Advisors, LLC225,742$23.8M0.14%-23,63313F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…226,366$23.6M2.95%new13F-HRTimelineGroup
Perigon Wealth Management, LLC224,137$23.6M0.61%-19,95513F-HRTimeline
Private Advisor Group, LLC222,991$23.5M0.14%+6,41913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding221,011$23.3M+42,729Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP220,134$23.2M0.17%-37,16913F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC216,609$22.8M1.9%-207,37613F-HRTimelineGroup
Morton Brown Family Wealth, LLC211,672$22.3M7.59%+11,74813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC209,858$22.1M0.03%-51,77513F-HRTimelineGroup
Apella Capital, LLC213,479$22.1M0.76%-29,42313F-HRTimeline
Asio Capital, LLC208,922$22M4.26%-2,67013F-HRTimeline
REGIMEN WEALTH, LLC206,975$21.8M7.02%+5,17213F-HRTimeline
VICUS CAPITAL206,875$21.8M2.03%-79013F-HRTimeline
Altura Wealth Advisors Inc.206,731$21.8M14.45%+14,21213F-HRTimeline
Cardinal Strategic Wealth Guidance206,370$21.8M6.95%+1,97313F-HRTimeline
Austin Private Wealth, LLC205,801$21.7M1.95%-106,62913F-HRTimeline
WESBANCO BANK INC200,482$21.1M0.73%+4,19613F-HRTimeline
Ally Invest Advisors Inc.199,796$21.1M1.8%+4,98313F-HRTimeline
Meridian Wealth Partners, LLC199,472$21M3.36%-20,82313F-HRTimeline
RTD Financial Advisors, Inc.199,418$21M2.83%+4,48313F-HRTimeline
Avior Wealth Management, LLC198,644$20.9M0.79%+7,91013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC197,603$20.8M0.57%-2,57313F-HRTimeline
UNIQUE WEALTH, LLC196,696$20.7M3.92%+15,97213F-HRTimeline
Steward Partners Investment Advisory, L…196,414$20.7M0.18%+2,05613F-HRTimeline
Slow Capital, Inc.192,248$20.3M2.71%+2,57413F-HRTimeline
Quotient Wealth Partners, LLC191,747$20.2M0.65%-8,56913F-HRTimeline
AMG National Trust Bank187,774$19.8M0.56%-5,46713F-HRTimeline
Boston Standard Wealth Management, LLC185,519$19.8M4.35%-24,70913F-HRTimeline
SCS Capital Management LLC186,183$19.6M0.25%new13F-HR/ATimeline
MATHER GROUP, LLC.184,625$19.5M0.23%-15,49413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC184,426$19.4M0.49%+24,82413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…187,847$19.4M4.18%-8,43713F-HRTimeline
McNamara Financial Services, Inc.181,018$19.1M4.11%+12,68613F-HRTimeline
Arax Advisory Partners179,468$18.9M1.21%-7,65713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.177,333$18.7M0.92%-37,36913F-HRTimelineGroup
Chesley Taft & Associates LLC177,061$18.7M0.9%-1,53013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC174,867$18.4M3.46%-6,01213F-HRTimelineGroup
First Citizens Asset Management, Inc.172,989$18.2M7.09%+5,26413F-HR/ATimeline
ASPIRIANT, LLC172,436$18.2M0.63%+5,81513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC172,325$18.2M15.38%-2,27513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC171,908$18.1M0.11%-15,47913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co171,624$18.1M0.57%-8,21813F-HRTimeline
Rinkey Investments171,248$18.1M5.72%+53,16313F-HRTimeline
Capital Asset Advisory Services LLC170,715$18M0.92%-8,02313F-HRTimeline
World Investment Advisors169,062$17.8M0.46%-6,62513F-HRTimeline
Clearwater Capital Advisors, LLC168,209$17.7M1.71%+26513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…162,740$17.2M2.69%-17,73913F-HRTimelineGroup
RMR Wealth Builders162,281$17.1M1.8%+19,79613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…162,024$17.1M0.34%-38013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC159,256$16.8M1.6%+56,78213F-HRTimeline
Symmetry Partners, LLC156,413$16.5M2.29%+8,37513F-HRTimeline
Stairway Partners, LLC156,069$16.5M1.01%-41013F-HRTimeline
Trust Co154,272$16.3M1.93%-28,31313F-HRTimeline
Aptus Capital Advisors, LLC153,261$16.2M0.18%+46,03413F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co153,000$16.1M1.19%013F-HRTimeline
Single Point Partners, LLC151,022$15.9M3.74%-24,85113F-HRTimeline
Elm Partners Management LLC144,841$15.3M0.79%+5,09213F-HR/ATimeline
One Wealth Advisors, LLC144,024$15.2M2.27%-30,27413F-HRTimeline