Ishares National Amt-free Muni Bond Etf

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Ishares National Amt-free Muni Bond Etf

$MUB

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NewIncreasedMaintainedDecreasedLiquidated
1175453910
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Eisneramper Wealth Management Corporate Benefits, Llc03-31-2021Etf22,836Increased2.581.432,650,000.001.57116.04Form 13
Elm Advisors, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
First National Bank Of Mount Dora, Trust Investment Services03-31-2021National Mun Etf103,666Increased9.354.1912,030,000.008.27231.99Form 13
Confluence Investment Management Llc03-31-2021Com23,540Decreased-19.499.992,732,000.00-20.28116.06Form 13
Boltwood Capital Management03-31-2021National Mun Etf6,100Maintained0.000.31708,000.00-0.98116.07Form 13
Advocacy Wealth Management Services, Llc03-31-2021Etf4,009Maintained0.000.09465,000.00-1.06115.99Form 13
Curbstone Financial Management Corp03-31-2021Bdfund89,190Increased5.792.0610,350,000.004.75116.04Form 13
Fc Advisory Llc03-31-2021National Mun Etf12,779Increased0.160.721,483,000.00-0.80116.05Form 13
Chesley Taft & Associates Llc03-31-2021Etf113,980Decreased-9.690.7913,211,000.00-10.69115.91Form 13
Mkd Wealth Coaches, Llc03-31-2021Etf7,633Increased22.581.51886,000.0021.37116.07Form 13
Carroll Financial Associates, Inc.03-31-2021Etf2,372Maintained0.000.02275,000.00-0.72115.94Form 13
Uma Financial Services, Inc.03-31-2021National Mun Etf15,102Increased2.900.001,750,000.001.98115.88Form 13
Capital Investment Services Of America, Inc.03-31-2021Etf75,254Decreased-0.400.908,733,000.00-1.38116.05Form 13
Weaver Consulting Group03-31-2021National Mun Etf2,000Maintained0.000.14232,000.00-0.85116.00Form 13
Sowa Financial Group, Inc.03-31-2021National Mun Etf30,687Increased5.452.513,561,000.004.40116.04Form 13
Spotlight Asset Group, Inc.03-31-2021National Mun Etf10,012Decreased-2.280.441,162,000.00-3.25116.06Form 13
Financial Advisory Corp /ut/ /adv03-31-2021National Mun Etf2,158Decreased-0.550.22250,000.00-1.57115.85Form 13
Trust Co03-31-2021National Mun Etf9,693Maintained0.000.811,125,000.00-0.97116.06Form 13
Ironwood Wealth Management, Llc.03-31-2021Etf14,155Increased17.291.051,643,000.0016.20116.07Form 13
Larson Financial Group Llc03-31-2021National Mun Etf55Maintained0.000.006,000.000.00109.09Form 13
Kmg Fiduciary Partners, Llc03-31-2021National Mun Etf5,969Increased11.530.14693,000.0010.53116.10Form 13
Pacifica Partners Inc.03-31-2021National Mun Etf100Maintained0.000.0112,000.000.00120.00Form 13
Parcion Private Wealth Llc03-31-2021National Mun Etf129,569Increased128.641.7015,037,000.00126.39116.05Form 13
New England Guild Wealth Advisors, Inc.03-31-2021Etf18,380Decreased-16.581.202,133,000.00-17.39116.05Form 13
Calamos Advisors Llc03-31-2021National Mun Etf0Liquidated!-100.000.000.000.000.00Form 13
Acropolis Investment Management, Llc03-31-2021National Mun Etf5,299Increased48.720.06615,000.0047.13116.06Form 13
Calamos Wealth Management Llc03-31-2021National Mun Etf18,914Decreased-91.520.182,195,000.00-91.60116.05Form 13
Carnegie Capital Asset Management, Llc03-31-2021National Mun Etf6,688Increased4.860.03776,000.003.74116.03Form 13
Winfield Associates, Inc.03-31-2021Etf10,900Maintained0.000.521,265,000.00-0.94116.06Form 13
Cordasco Financial Network03-31-2021National Mun Etf865Maintained0.000.07100,000.00-0.99115.61Form 13
Teamwork Financial Advisors, Llc03-31-2021National Mun Etf3,827Increased10.700.10444,000.009.63116.02Form 13
Kwmg, Llc03-31-2021National Mun Etf17,644Increased3.040.332,048,000.002.04116.07Form 13
Highland Private Wealth Management03-31-2021National Mun Etf3,703Increased23.720.07430,000.0022.51116.12Form 13
Harbour Capital Advisors, Llc03-31-2021National Mun Etf2,749Maintained0.000.09319,000.000.00116.04Form 13
Hms Capital Management, Llc03-31-2021National Mun Etf2,447New!0.000.12284,000.000.00116.06Form 13
Legacy Advisors, Llc03-31-2021National Mun Etf1,960New!0.000.10227,000.000.00115.82Form 13
Valeo Financial Advisors, Llc03-31-2021Etf14,380Increased29.100.081,669,000.0027.89116.06Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Ern Financial, Llc03-31-2021National Mun Etf33,376Decreased-2.391.503,873,000.00-3.37116.04Form 13
Coastal Investment Advisors, Inc.03-31-2021National Mun Etf5,359Increased7.270.16622,000.006.14116.07Form 13
Royal Harbor Partners, Llc03-31-2021National Mun Etf2,060Maintained0.000.18239,000.00-0.83116.02Form 13
Platte River Wealth Advisors, Llc03-31-2021National Mun Etf80,888Decreased-18.793.889,408,000.00-19.37116.31Form 13
Integer Wealth Advisors Group Llc03-31-2021National Mun Etf2,828Increased43.190.18329,000.0042.42116.34Form 13
Veracity Capital Llc03-31-2021National Mun Etf3,626Increased3.420.17421,000.002.43116.11Form 13
Prosperity Planning, Inc.03-31-2021National Mun Etf22,464Increased18.901.852,607,000.0017.75116.05Form 13
Huntington National Bank03-31-2021Exchange Traded242,130Increased8.480.3328,099,000.007.42348.00Form 13
Cardan Capital Partners, Llc03-31-2021National Mun Etf15,865Decreased-19.070.221,841,000.00-19.85116.04Form 13
Norway Savings Bank03-31-2021National Mun Etf800Maintained0.000.0593,000.00-1.06116.25Form 13
Demars Financial Group, Llc03-31-2021National Mun Etf1,970New!0.000.15229,000.000.00116.24Form 13
Hilltop Wealth Advisors, Llc03-31-2021National Mun Etf162,125Increased7.359.9918,815,000.006.30116.05Form 13
Hbw Advisory Services Llc03-31-2021National Mun Etf2,352New!0.000.07273,000.000.00116.07Form 13
Walkner Condon Financial Advisors Llc03-31-2021National Mun Etf14,322Increased1.270.651,662,000.000.30116.05Form 13
Carl P. Sherr & Co., Llc03-31-2021National Mun Etf14,457Maintained0.001.261,678,000.00-0.94116.07Form 13
Intelligence Driven Advisers, Llc03-31-2021National Mun Etf2,418Decreased-5.550.06281,000.00-6.33116.21Form 13
Iron Horse Wealth Management, Llc03-31-2021National Mun Etf50Maintained0.000.006,000.000.00120.00Form 13
4j Wealth Management Llc03-31-2021National Mun Etf17,878Decreased-8.761.932,075,000.00-9.63116.06Form 13
Rfg Holdings, Inc.03-31-2021National Mun Etf40,310Decreased-52.912.934,678,000.00-53.37116.05Form 13
Everhart Financial Group, Inc.03-31-2021National Mun Etf21,518Increased7.732.192,497,000.006.66116.04Form 13
Gofen & Glossberg Llc /il/03-31-2021Com3,250Maintained0.000.01377,000.00-1.05116.00Form 13
First Citizens Bank & Trust Co03-31-2021National Mun Etf66,427Increased5.550.367,709,000.004.51232.08Form 13
Farmers & Merchants Investments Inc03-31-2021National Mun Etf44Maintained0.000.005,000.000.00113.64Form 13
Country Club Trust Company, N.a.03-31-2021National Mun Etf5,465Increased4.690.06635,000.003.93232.83Form 13
Cypress Capital Group03-31-2021Etf-fixed Incom79,630Decreased-7.891.329,241,000.00-8.80695.28Form 13
Hartford Financial Management Inc.03-31-2021National Mun Etf67,955Increased1.371.967,886,000.000.37116.05Form 13
Advisornet Financial, Inc03-31-2021Etf7,858Increased23.550.06912,000.0022.42116.06Form 13
Dfpg Investments, Llc03-31-2021National Mun Etf2,059Maintained0.000.10239,000.00-0.83116.08Form 13
Clear Harbor Asset Management, Llc03-31-2021National Mun Etf2,959Increased12.130.04343,000.0011.00115.92Form 13
Autus Asset Management, Llc03-31-2021National Mun Etf16,670Maintained0.000.231,934,000.00-0.97232.04Form 13
Westside Investment Management, Inc.03-31-2021Com15,615Increased13.964.781,812,000.0012.90116.04Form 13
Corbenic Partners Llc03-31-2021National Mun Etf29,787Increased4.310.883,457,000.003.29116.06Form 13
Wiser Wealth Management, Inc03-31-2021National Mun Etf10,409Decreased-43.100.831,208,000.00-43.66116.05Form 13
Vista Private Wealth Partners. Llc03-31-2021National Mun Etf27,571Decreased-2.221.873,196,000.00-3.24115.92Form 13
Moneywise, Inc.03-31-2021National Mun Etf26,158Decreased-4.782.053,036,000.00-5.68116.06Form 13
Mountain Capital Investment Advisors, Inc03-31-2021National Mun Etf0Liquidated!-100.000.000.000.000.00Form 13
Sound Income Strategies, Llc03-31-2021National Mun Etf116Increased6.420.0013,462,000.00103,453.85116,051.72Form 13
Johnson Midwest Financial, Llc03-31-2021National Mun Etf621Maintained0.000.0872,000.00-1.37115.94Form 13
Waller Financial Planning Group, Inc03-31-2021National Mun Etf44,467Increased5.691.485,160,000.004.64116.04Form 13
Global Retirement Partners, Llc03-31-2021National Mun Etf23,264Increased6.970.322,700,000.005.92116.06Form 13
Centric Wealth Management03-31-2021National Mun Etf3,820Decreased-2.080.13443,000.00-3.06115.97Form 13
Private Capital Management Llc03-31-2021National Mun Etf1,990Increased8.920.12231,000.007.94116.08Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open27Maintained0.000.003,000.000.00111.11Form 13
Cva Family Office, Llc03-31-2021National Mun Etf861New!0.000.04100,000.000.00116.14Form 13
Powell Investment Advisors, Llc03-31-2021National Mun Etf0Liquidated!-100.000.000.000.000.00Form 13
Hummer Financial Advisory Services Inc03-31-2021National Mun Etf5,000Maintained0.000.56580,000.00-1.02116.00Form 13
Wade Financial Advisory, Inc03-31-2021National Mun Etf12,691Increased21.050.931,473,000.0019.85116.07Form 13
Mcnaughton Wealth Management, Llc03-31-2021National Mun Etf7,864Decreased-13.490.70913,000.00-14.27116.10Form 13
Verde Capital Management03-31-2021National Mun Etf12,710Decreased-6.570.651,475,000.00-7.47116.05Form 13
Collective Family Office Llc03-31-2021National Mun Etf72,059Increased9.584.088,362,000.008.50116.04Form 13
Focus Wealth Advisors, Llc03-31-2021National Mun Etf14,420Increased9.751.231,673,000.008.64116.02Form 13
Stock Yards Bank & Trust Co03-31-2021Mutual Funds -34,358Increased23.570.273,988,000.0022.41232.24Form 13
Optimum Investment Advisors03-31-2021National Mun Etf4,960Maintained0.000.17576,000.00-0.86116.13Form 13
Signature Estate & Investment Advisors Llc03-31-2021National Mun Etf128,987Increased30.050.7214,969,000.0028.77232.10Form 13
Dock Street Asset Management Inc03-31-2021National Mun Etf1,915Maintained0.000.05222,000.00-0.89115.93Form 13
Mcdonald Partners Llc03-31-2021National Mun Etf2,690Maintained0.000.06312,000.00-0.95115.99Form 13
Arbor Investment Advisors, Llc03-31-2021Com2,307Maintained0.000.06268,000.00-0.74116.17Form 13
Burt Wealth Advisors03-31-2021National Mun Etf18,411Increased147.890.792,137,000.00145.63116.07Form 13
Juncture Wealth Strategies, Llc03-31-2021National Mun Etf8,474Increased23.370.62984,000.0022.24116.12Form 13
Etf Portfolio Partners, Inc.03-31-2021Etf7,004Decreased-0.110.36813,000.00-1.09116.08Form 13
Rainey & Randall Investment Management Inc.03-31-2021National Mun Etf1,741Increased0.350.11202,000.00-0.49116.03Form 13
G&s Capital Llc03-31-2021National Mun Etf11,665Decreased-54.180.791,354,000.00-54.61116.07Form 13
Signature Wealth Management Group03-31-2021National Mun Etf4,583Increased11.780.31532,000.0010.60116.08Form 13
Cx Institutional03-31-2021Etp152,066Increased28.661.5817,646,000.0027.38116.04Form 13
Enterprise Bank & Trust Co03-31-2021Com43,047Maintained0.002.114,996,000.00-0.97116.06Form 13
Benchmark Wealth Management, Llc03-31-2021National Mun Etf6,013Maintained0.000.52698,000.00-0.99116.08Form 13
Xcel Wealth Management, Llc03-31-2021National Mun Etf1,801Maintained0.000.07209,000.00-0.95116.05Form 13
Symphony Financial, Ltd. Co.03-31-2021National Mun Etf2,458Increased9.150.08285,000.007.95115.95Form 13
Apella Capital, Llc03-31-2021National Mun Etf51,897Increased69.991.906,023,000.0068.33116.06Form 13
Pbmares Wealth Management Llc03-31-2021National Mun Etf5,519Decreased-26.170.52640,000.00-26.94115.96Form 13
Safir Wealth Advisors, Llc03-31-2021National Mun Etf12,846Increased1.341.371,491,000.000.34116.07Form 13
Wolff Wiese Magana Llc03-31-2021National Mun Etf1,880Maintained0.000.17218,000.00-0.91115.96Form 13
Swmg, Llc03-31-2021National Mun Etf19,437Increased27.431.542,256,000.0025.82116.07Form 13
Arkansas Financial Group, Inc.03-31-2021Nat Amun Etf117,685Increased11.293.2713,657,000.0010.19116.05Form 13
Leavell Investment Management, Inc.03-31-2021National Mun Etf2,317New!0.000.02269,000.000.00116.10Form 13
Trust Co Of Vermont03-31-2021Com892Decreased-10.080.01104,000.00-10.34116.59Form 13
Country Trust Bank03-31-2021Etf - Tax-exempt43,200Maintained0.000.165,013,000.00-0.99116.04Form 13
Regis Management Co Llc03-31-2021Com34,053Decreased-0.120.703,952,000.00-1.10116.05Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock819Maintained0.000.0195,000.00-1.04116.00Form 13
Harbor Investment Advisory, Llc03-31-2021Etf350Increased13.640.0141,000.0013.89117.14Form 13
Ht Partners Llc03-31-2021National Mun Etf3,150Maintained0.000.12366,000.00-0.81116.19Form 13
Next Financial Group, Inc03-31-2021National Mun Etf3,997Decreased-14.940.04464,000.00-15.79116.09Form 13
Fort Pitt Capital Group, Llc03-31-2021National Mun Etf0Liquidated!-100.000.000.000.000.00Form 13
Fort Pitt Capital Group, Llc03-31-2021National Mun Etf0Liquidated!-100.000.000.000.000.00Form 13
Tpg Financial Advisors, Llc03-31-2021National Mun Etf3,391New!0.000.23394,000.000.00116.19Form 13
Bogart Wealth, Llc03-31-2021Etf200Decreased-50.860.0023,000.00-51.06115.00Form 13
Stewardship Financial Advisors, Llc03-31-2021National Mun Etf0Liquidated!-100.000.000.000.000.00Form 13
Cra Financial Services, Llc03-31-2021National Mun Etf5,267Decreased-8.700.24611,000.00-9.62116.01Form 13
Columbia Trust Co 0101201603-31-2021National Mun Etf18,942Increased1.201.362,198,000.000.23116.04Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open4,476Decreased-24.350.52519,000.00-25.22115.95Form 13
Roffman Miller Associates Inc /pa/03-31-2021Etf10,804Increased0.080.101,254,000.00-0.87116.07Form 13
Pinnacle Financial Partners Inc03-31-2021National Mun Etf2,307Maintained0.000.01268,000.00-0.74116.17Form 13
Wbh Advisory Inc03-31-2021National Mun Etf2,777Increased18.020.05322,000.0016.67115.95Form 13
Sabal Trust Co03-31-2021National Mun Etf4,115Increased38.320.04478,000.0036.96116.16Form 13
Liberty Capital Management, Inc.03-31-2021National Mun Etf9,341Maintained0.000.371,084,000.00-1.00116.05Form 13
Blb&b Advisors, Llc03-31-2021National Mun Etf4,527Maintained0.000.04525,000.00-1.13115.97Form 13
Bartlett & Co. Llc03-31-2021Etf60,479Increased2.540.147,019,000.001.55116.06Form 13
Riverview Trust Co03-31-2021Com18,215Maintained0.002.362,114,000.00-0.98116.06Form 13
Compass Ion Advisors, Llc03-31-2021National Mun Etf14,347Increased93.020.691,665,000.0091.16116.05Form 13
Rfg Advisory, Llc03-31-2021National Mun Etf10,834Increased2.350.141,257,000.001.53116.02Form 13
Adviceperiod, Llc03-31-2021National Mun Etf258,688Increased7.182.1630,000.00-99.890.12Form 13
Sugarloaf Wealth Management, Llc03-31-2021National Mun Etf804Decreased-96.930.19633,000.00-79.39787.31Form 13
Aspireon Wealth Advisors03-31-2021National Mun Etf13,000Increased3.171.291,500,000.001.69115.38Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open10,345Increased38.320.151,200,000.0036.99116.00Form 13
Omega Financial Group, Llc03-31-2021National Mun Etf11,074Maintained0.000.651,285,000.00-1.00116.04Form 13
Heartwood Wealth Advisors Llc03-31-2021Etf69,705Increased8.891.308,089,000.007.82116.05Form 13
Aurora Private Wealth, Inc.03-31-2021National Mun Etf3,148Decreased-15.060.15365,000.00-15.90115.95Form 13
Engrave Wealth Partners Llc03-31-2021National Mun Etf16,303New!0.000.761,892,000.000.00116.05Form 13
One Advisory Partners, Llc03-31-2021National Mun Etf70,972Decreased-2.135.418,236,000.00-3.09116.05Form 13
Berkshire Bank03-31-2021National Mun Etf9,935Maintained0.000.291,153,000.00-0.95116.05Form 13
Galvin, Gaustad & Stein, Llc03-31-2021National Mun Etf33,762Increased3.930.393,918,000.002.92116.05Form 13
Sym Financial Corp03-31-2021National Mun Etf0Liquidated!-100.000.000.000.000.00Form 13
Creative Financial Designs Inc /adv03-31-2021Etf5,379Increased78.820.12624,000.0078.80116.01Form 13
First United Bank Trust/03-31-2021Exchange Traded Bond Funds2,200Maintained0.000.11255,000.00-1.16115.91Form 13
Bangor Savings Bank03-31-2021Other13,092Increased4.480.181,520,000.003.47232.49Form 13
Twele Capital Management, Inc.03-31-2021National Mun Etf19,809Decreased-0.340.372,299,000.00-1.33116.06Form 13
Northwest Investment Counselors, Llc03-31-2021National Mun Etf230Maintained0.000.0127,000.000.00117.39Form 13
First Business Financial Services, Inc.03-31-2021Common37,315Increased7.260.574,330,000.006.21116.04Form 13
Lbmc Investment Advisors, Llc03-31-2021Com7,015New!0.000.09814,000.000.00116.04Form 13
Piershale Financial Group, Inc.03-31-2021National Mun Etf3,485New!0.000.17404,000.000.00115.93Form 13
Telemus Capital, Llc03-31-2021National Mun Etf11,281Decreased-10.690.091,308,000.00-11.62115.95Form 13
Gemmer Asset Management Llc03-31-2021National Mun Etf36Decreased-73.910.004,000.00-75.00111.11Form 13
Insight Wealth Partners, Llc03-31-2021National Mun Etf62,290Increased42.423.567,229,000.0041.03116.05Form 13
V Wealth Advisors Llc03-31-2021National Mun Etf4,142Decreased-4.580.08480,000.00-5.51231.61Form 13
Capital Insight Partners, Llc03-31-2021National Mun Etf68,436Decreased-10.301.937,942,000.00-11.17116.05Form 13
First Command Bank03-31-2021National Mun Etf20Maintained0.000.332,000.000.00100.00Form 13
First Command Financial Services, Inc.03-31-2021National Mun Etf20Maintained0.000.002,000.000.00100.00Form 13
Successful Portfolios Llc03-31-2021National Mun Etf5,950Maintained0.000.45690,000.00-1.00115.97Form 13
Aries Wealth Management03-31-2021National Mun Etf5,009Increased0.180.26584,000.00-0.17116.59Form 13
Stewardship Advisors, Llc03-31-2021National Mun Etf0Liquidated!-100.000.000.000.000.00Form 13
Facet Wealth, Inc.03-31-2021National Mun Etf191,333Increased33.633.9222,204,000.0032.32116.05Form 13
Great Valley Advisor Group, Inc.03-31-2021National Mun Etf149,604Increased3.891.6717,362,000.002.87116.05Form 13
Austin Private Wealth, Llc03-31-2021National Mun Etf154,897Increased2.644.7317,976,000.001.63116.05Form 13
Beacon Financial Advisory Llc03-31-2021National Mun Etf1,764Decreased-32.770.12205,000.00-33.22116.21Form 13
S.a. Mason Llc03-31-2021Etf600Maintained0.000.0570,000.000.00116.67Form 13
Emerald Advisors, Llc03-31-2021National Mun Etf13,020Increased4.650.551,511,000.003.64116.05Form 13
Horst & Graben Wealth Management Llc03-31-2021National Mun Etf4,753Increased118.930.17552,000.00117.32116.14Form 13
Capital Advisors Wealth Management, Llc03-31-2021National Mun Etf28,715New!0.001.443,332,000.000.00116.04Form 13
Garrett Investment Advisors Llc03-31-2021National Mun Etf4,246Decreased-20.620.18493,000.00-21.37116.11Form 13
West Financial Advisors, Llc03-31-2021National Mun Etf307,868Increased0.519.9935,728,000.00-0.48116.05Form 13
Pds Planning, Inc03-31-2021National Mun Etf28,249Increased15.340.953,278,000.0014.22116.04Form 13
Toth Financial Advisory Corp03-31-2021National Mun Etf1,250Maintained0.000.02145,000.00-1.36116.00Form 13