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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,526 managers (1,544 13F filers) reported a position in MUB shares at 2025-06-30, 329,229,546 shares in all. 135 filers opened a position and 101 filers sold out during the quarter.

Managers
1,526
13F filers
1,544
New
135
Added
563
Reduced
648
Sold out
101
Shares held by filers
329,229,546

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…134,359$14M0.23%-27,66513F-HRTimelineGroup
Revolve Wealth Partners, LLC133,315$13.9M1.82%+5,02513F-HRTimeline
Diversified Portfolios, Inc.132,965$13.9M1.33%-8,32613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC131,110$13.7M0.02%-78,74813F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION130,697$13.7M1.2%-9,31613F-HRTimeline
&PARTNERS129,459$13.5M0.1%-8,65913F-HRTimeline
Alley Investment Management Company, LLC128,957$13.5M1.63%-69713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC128,528$13.4M0.45%+6,79313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC127,921$13.4M0.24%+62,89813F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…127,881$13.4M0.45%+1,33913F-HRTimelineGroup
Advisory Services Network, LLC127,589$13.3M0.21%-14513F-HRTimeline
SVB WEALTH LLC126,098$13.2M0.71%new13F-HRTimeline
Waverly Advisors, LLC125,314$13.1M0.14%+1,50813F-HRTimeline
Atria Wealth Solutions, Inc.124,365$13M0.29%-145,90913F-HRTimeline
Heritage Wealth Management, Inc./Texas123,778$12.9M6.42%new13F-HRTimeline
Single Point Partners, LLC123,771$12.9M2.83%-27,25113F-HRTimeline
Manhattan West Asset Management, LLC122,970$12.8M2.97%-7,03113F-HRTimeline
Clearstead Advisors, LLC122,845$12.8M0.18%-3,65513F-HRTimeline
Towercrest Capital Management122,745$12.8M2.29%+1,09513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.122,736$12.8M1.25%+39,91213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC122,113$12.8M3.96%-15,16913F-HRTimeline
Waterloo Capital, L.P.120,927$12.6M1.02%+27,32113F-HRTimeline
Graypoint LLC120,823$12.6M0.71%-94513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC118,578$12.4M12.46%+10,53013F-HRTimeline
Sigma Planning Corp117,858$12.3M0.37%-7,20213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…116,535$12.2M3.86%+1,23613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\116,509$12.2M<0.01%-5,33413F-HRTimelineGroup
Black Diamond Financial, LLC116,448$12.2M1.89%-23,38213F-HRTimeline
Savvy Advisors, Inc.116,166$12.1M0.81%+38,27513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding116,054$12.1M+1,453Timeline
Parkside Investments, LLC115,670$12.1M1.64%-8,53013F-HRTimeline
Beacon Bridge Wealth Partners, LLC115,600$12.1M4.79%+18,15813F-HRTimeline
Ellevest, Inc.114,387$12M1.91%-722,54313F-HRTimeline
ALBION FINANCIAL GROUP /UT113,680$11.9M0.78%+19,00513F-HRTimeline
Apeiron RIA LLC112,517$11.8M3.03%-1,08713F-HRTimeline
Dakota Wealth Management112,038$11.7M0.25%+7,40413F-HRTimeline
NewEdge Wealth, LLC112,219$11.7M0.18%-6,33713F-HRTimeline
GAMMA Investing LLC111,475$11.6M0.74%-16,03313F-HRTimeline
Fragasso Financial Advisors Inc110,860$11.6M0.78%-10513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co110,289$11.5M0.14%-5,46113F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…109,919$11.5M2.29%-77,92813F-HRTimeline
Altura Wealth Advisors Inc.109,240$11.4M6.38%-97,49113F-HRTimeline
PDS Planning, Inc108,451$11.3M0.84%+14,69713F-HRTimeline
MATHER GROUP, LLC.108,051$11.3M0.12%-76,57413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…107,866$11.3M0.25%-177,74813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …106,854$11.1M0.02%new13F-HRTimelineGroup
Veery Capital, LLC105,581$11M3.79%-3,62413F-HRTimeline
Thrive Wealth Management, LLC103,671$10.8M1.75%+73,19713F-HRTimeline
Aquire Wealth Advisors, LLC103,570$10.8M2.91%+18,90313F-HRTimeline
25 LLC102,648$10.7M3.94%+3,64413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding101,779$10.6M-4,380Timeline
CWA Asset Management Group, LLC100,168$10.5M0.44%+6,41113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management99,339$10.4M0.14%+10,77513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC98,993$10.3M0.01%new13F-HRTimelineGroup
Orin Green Financial, LLC97,361$10.2M4.31%-16,58613F-HRTimeline
Harbor Group, Inc.97,261$10.2M1.8%+27,08813F-HRTimeline
Lindenwold Advisors, INC97,160$10.2M5.27%+3,03513F-HRTimeline
Hudock, Inc.97,061$10.1M1.63%-23413F-HRTimeline
Rinkey Investments96,766$10.1M3.04%-74,48213F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…95,558$9.98M1.37%+3,80813F-HRTimelineGroup
Global Wealth Strategies & Associates94,613$9.89M2.83%+4,51213F-HRTimeline
Weitzel Financial Services, Inc.94,419$9.83M4.16%+3,08713F-HRTimeline
Ullmann Wealth Partners Group, LLC94,031$9.82M1.16%+58,09213F-HRTimeline
Granite Harbor Advisors, Inc.93,593$9.78M4.59%+8,59613F-HRTimeline
Martel Wealth Advisors LLC92,157$9.63M1.79%-1,77313F-HRTimeline
First Horizon Advisors, Inc.91,974$9.61M0.25%-2,71713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC91,853$9.6M1.05%-12,51013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…91,002$9.51M1.52%-19,90213F-HRTimeline
Smith & Howard Wealth Management, LLC89,440$9.34M2.37%-2,61713F-HRTimeline
Vise Technologies, Inc.89,115$9.31M0.38%13F-HRTimeline
Diversified Enterprises, LLC88,890$9.29M0.69%+18,15413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC88,600$9.26M0.01%new13F-HRTimelineGroup
BCO Wealth Management LLC87,332$9.12M6.51%-2,88613F-HRTimeline
Atria Investments, Inc87,147$9.11M0.11%-14,44513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC87,096$9.1M9.45%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC86,701$9.06M1.65%+49,47613F-HRTimeline
Horiko Capital Management LLC86,550$9.04M2.36%013F-HRTimeline
GROUP ONE TRADING LLC86,245$9.01M0.3%new13F-HRTimeline
Bragg Financial Advisors, Inc85,325$8.91M0.32%+7,51313F-HRTimeline
Summit Wealth Group, LLC85,060$8.89M2.28%+55,55213F-HRTimeline
Valmark Advisers, Inc.85,054$8.89M0.12%+6,66413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC84,638$8.83M1.6%+15,51513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC83,382$8.71M0.21%+37,45513F-HRTimeline
Wealth Advisory Solutions, LLC82,480$8.62M2.18%+2,15513F-HRTimeline
OKABENA INVESTMENT SERVICES INC80,683$8.43M1.87%+58113F-HRTimeline
Regal Investment Advisors LLC80,020$8.36M0.63%-1,49513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC79,885$8.35M0.36%+4,03613F-HRTimelineGroup
Asio Capital, LLC79,285$8.28M1.38%-129,63713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…78,475$8.18M0.02%+3,23413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding77,870$8.14M+14,483Timeline
Confluence Wealth Services, Inc.77,500$8.1M0.44%+1,71513F-HRTimeline
Private Wealth Management Group, LLC76,960$8.04M2.67%-13,51713F-HRTimeline
CGN Advisors LLC76,339$7.98M0.71%-10,50113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC75,914$7.93M3.72%+32513F-HRTimeline
WOLVERINE TRADING, LLC75,595$7.89M0.2%+37,74613F-HRTimeline
BSW Wealth Partners74,868$7.82M1.07%+49,39213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO74,172$7.75M0.13%-18,21913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.73,831$7.71M0.63%+12,10613F-HRTimelineGroup
Astoria Strategic Wealth, Inc.73,334$7.66M2.07%+11,67313F-HRTimeline
GM Advisory Group, LLC73,060$7.63M0.38%-8,35013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.72,532$7.58M0.34%-104,80113F-HRTimelineGroup
Sand Hill Global Advisors, LLC72,213$7.54M0.28%-18,72813F-HRTimeline
Connecticut Wealth Management, LLC72,167$7.54M0.36%+13,87913F-HRTimeline
Pines Wealth Management, LLC72,151$7.52M2.66%+2,20713F-HRTimeline
Alliance Wealth Management Group71,982$7.52M1.92%-1,00113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…71,792$7.5M0.02%-295,76113F-HR/ATimelineGroup
MOLLER WEALTH PARTNERS71,699$7.49M1.65%+4,13513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…71,302$7.45M0.29%+6,74313F-HRTimeline
Summit Financial, LLC71,106$7.43M0.17%-4,30513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.71,015$7.42M1.15%-1,37213F-HR/ATimeline
WealthShield Partners, LLC69,603$7.27M0.88%-1,00813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…69,471$7.26M0.01%+64,39113F-HRTimelineGroup
Caliber Wealth Management, LLC / KS68,640$7.17M0.77%+1,31613F-HRTimeline
Austin Private Wealth, LLC68,369$7.14M0.57%-137,43213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…68,302$7.14M0.21%+8,83513F-HRTimelineGroup
Keebeck Wealth Management68,218$7.13M0.93%+6,98613F-HRTimeline
Clarity Asset Management, Inc.68,120$7.12M4.25%+3,81913F-HRTimeline
IMPACTfolio, LLC68,065$7.11M3.37%-2,59013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.67,567$7.06M<0.01%-226,59113F-HRTimelineGroup
Legacy Financial Strategies, LLC67,419$7.04M1.38%-44913F-HRTimeline
Advus Financial Partners, LLC67,245$7.03M2.77%-3,48113F-HR/ATimeline
ADE, LLC66,898$6.99M3.72%-7,70413F-HRTimeline
RFP Financial Group LLC66,707$6.97M2.88%+66913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC66,450$6.94M0.64%-42,31913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…65,723$6.87M0.48%+5,90113F-HRTimeline
WealthCollab, LLC65,430$6.84M3.84%+6,60713F-HRTimeline
Acropolis Investment Management, LLC65,075$6.8M0.37%-5,78713F-HRTimeline
Skyline Advisors, Inc.64,974$6.79M2.51%-52,12813F-HRTimeline
Legacy Private Trust Co.64,652$6.75M0.44%+19,36813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC64,515$6.74M0.09%-32913F-HRTimeline
May Hill Capital, LLC64,351$6.72M2.21%-5,11613F-HRTimeline
BAILARD, INC.63,978$6.68M0.16%+9,59113F-HRTimeline
Elm Partners Management LLC63,681$6.65M0.31%-81,16013F-HR/ATimeline
Atlatl Advisers LLC63,513$6.64M3.14%-4,95213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC63,252$6.61M0.5%-46,91713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC62,915$6.57M0.08%+31,62813F-HRTimelineGroup
Focus Financial Network, Inc.62,422$6.52M0.26%-20,26213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC62,139$6.49M0.05%-10,61813F-HR/ATimelineGroup
WIT, LLC62,022$6.48M0.16%-237,98613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC61,880$6.47M0.01%-2,36513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC61,082$6.38M0.23%-7,08213F-HRTimeline
Stone House Investment Management, LLC61,052$6.38M1.17%+15,90213F-HRTimeline
High Falls Advisors, Inc58,938$6.16M1.36%-18,08913F-HRTimeline
San Luis Wealth Advisors LLC58,505$6.11M1.31%new13F-HRTimeline
Dogwood Wealth Management LLC58,649$6.11M2.98%-2,12613F-HRTimeline
IMC-Chicago, LLC58,415$6.1M0.15%-3,99813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC58,057$6.07M0.09%+39,64213F-HRTimeline
21 West Wealth Management LLC58,013$6.06M6.11%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC57,865$6.05M0.64%-4613F-HRTimeline
NORTH DALLAS BANK & TRUST CO57,506$6.01M4.55%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS57,294$5.99M<0.01%+13,04413F-HRTimelineGroup
AUA CAPITAL MANAGEMENT, LLC57,207$5.98M3.57%013F-HRTimeline
Capital Investment Services of America,…56,629$5.92M0.54%+1,50013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC56,620$5.92M2.15%+6,72913F-HRTimeline
SIMPLEX TRADING, LLC56,446$5.9M0.16%-21,50113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC56,403$5.89M0.4%-10,07213F-HRTimeline
Horizon Investments, LLC56,671$5.89M0.09%-48,24013F-HRTimeline
Vannoy Advisory Group, Inc.55,821$5.83M4.03%+1,14913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…55,675$5.82M0.3%+43,92513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS55,502$5.8M0.26%-1,12313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding55,490$5.8M-165,521Timeline
Prospera Financial Services Inc55,360$5.78M0.11%+7,58013F-HRTimeline
Kingdom Financial Group LLC.55,332$5.78M5.05%-80,47113F-HRTimeline
Alpha Financial Partners LLC55,234$5.77M4.16%-2,28613F-HRTimeline
ANDERSON HOAGLAND & CO55,057$5.75M0.55%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC54,986$5.74M0.42%-9,15813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC54,430$5.69M1.81%+2,97813F-HRTimeline
Pure Financial Advisors, LLC54,428$5.69M0.1%+15,68513F-HRTimeline
FOSTER & MOTLEY INC53,939$5.64M0.33%-11,25313F-HRTimeline
Tilson Financial Group, Inc.53,930$5.63M2.13%+21,65113F-HRTimeline
Strategic Blueprint, LLC53,914$5.63M0.28%-20913F-HRTimeline
Seaside Wealth Management, Inc.53,703$5.61M1.79%-10,09213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC53,584$5.6M0.2%-7,08413F-HRTimeline
Smithfield Trust Co53,184$5.55M0.26%-8,66313F-HRTimeline
Passive Capital Management, LLC.53,166$5.54M1.73%-36113F-HRTimeline
Somnio Financial Group, LLC52,099$5.44M3.9%13F-HRTimeline
NewSquare Capital LLC51,799$5.41M0.4%+1,22313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC51,637$5.4M0.46%+1,44813F-HRTimeline
Exchange Bank51,375$5.37M4.25%-10,86113F-HRTimeline
Mayflower Financial Advisors, LLC51,310$5.36M0.75%-13,10813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…51,272$5.36M0.07%+4,87713F-HRTimelineGroup
GenTrust, LLC50,629$5.29M0.25%-12,81513F-HRTimeline
Wrenne Financial Planning LLC50,588$5.29M2.47%-17,22613F-HRTimeline
Biltmore Family Office, LLC50,435$5.27M0.89%-3,45813F-HRTimeline
LifeWealth Investments, LLC50,383$5.26M1.91%+15,06813F-HR/ATimeline
Forza Wealth Management, LLC49,700$5.19M2.13%+39,30013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC49,501$5.17M1.06%+1,46513F-HRTimeline
Gutierrez Wealth Advisory, LLC49,106$5.13M3.44%+18,41913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC49,077$5.13M1.26%-5,36913F-HRTimeline
True Vision MN LLC49,050$5.12M2.83%+3,65213F-HRTimeline
FINANCIAL LIFE ADVISORS48,853$5.1M1.75%+95813F-HRTimeline
Empirical Financial Services, LLC d.b.a…48,371$5.05M0.11%-5,25713F-HRTimeline
Financial Advocates Investment Manageme…48,064$5.02M0.41%-1,62313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.48,008$5.02M1.71%-9,09913F-HRTimeline
Aletheian Wealth Advisors LLC47,761$4.99M2.45%+14,45313F-HRTimeline
Armor Investment Advisors, LLC47,643$4.98M1.88%+4,24513F-HRTimeline
Traveka Wealth, LLC47,466$4.96M2.63%-78213F-HRTimeline
Avant Financial Advisors LLC47,217$4.93M4.06%+5,20713F-HRTimeline
Lifeworks Advisors, LLC47,061$4.92M0.73%+8,41613F-HRTimeline
Brio Consultants, LLC46,851$4.89M0.72%+1,19213F-HRTimeline