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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,523 managers (1,540 13F filers) reported a position in MUB shares at 2025-09-30, 321,724,136 shares in all. 103 filers opened a position and 93 filers sold out during the quarter.

Managers
1,523
13F filers
1,540
New
103
Added
669
Reduced
573
Sold out
93
Shares held by filers
321,724,136

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SEEDS INVESTOR LLC137,196$14.6M3.08%-123,81713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC136,750$14.6M4.09%+14,63713F-HRTimeline
Waterloo Capital, L.P.135,541$14.4M1.07%+14,61413F-HRTimeline
Diversified Portfolios, Inc.132,870$14.1M1.25%-9513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…131,717$14M0.43%+3,83613F-HRTimelineGroup
NewEdge Wealth, LLC130,908$14M0.2%+18,68913F-HRTimeline
Altura Wealth Advisors Inc.131,117$14M6.65%+21,87713F-HRTimeline
Alley Investment Management Company, LLC130,984$13.9M1.62%+2,02713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding130,944$13.9M+14,890Timeline
Brookstone Capital Managementin group Brookstone Capital Management130,663$13.9M0.17%+31,32413F-HRTimelineGroup
Towercrest Capital Management129,702$13.8M2.22%+6,95713F-HRTimeline
Manhattan West Asset Management, LLC128,624$13.7M2.89%+5,65413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION128,558$13.7M1.17%-2,13913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…128,385$13.7M0.19%-5,97413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.125,920$13.4M0.02%-91,86313F-HRTimelineGroup
Waverly Advisors, LLC124,653$13.3M0.13%-66113F-HRTimeline
Single Point Partners, LLC122,848$13.1M2.66%-92313F-HRTimeline
Dakota Wealth Management121,637$13M0.26%+9,59913F-HR/ATimeline
Clearstead Advisors, LLC120,541$12.8M0.19%-2,30413F-HRTimeline
Horiko Capital Management LLC119,200$12.7M3.01%+32,65013F-HRTimeline
HRT FINANCIAL LP118,679$12.6M0.05%new13F-HRTimeline
&PARTNERS118,604$12.6M0.08%-10,85513F-HRTimeline
Beacon Bridge Wealth Partners, LLC118,301$12.6M4.48%+2,70113F-HRTimeline
Robertson Stephens Wealth Management, L…118,066$12.6M0.38%-19,29913F-HRTimeline
Advisory Services Network, LLC117,717$12.5M0.18%-9,87213F-HRTimeline
Vise Technologies, Inc.116,866$12.4M0.46%+27,75113F-HRTimeline
Heritage Wealth Management, Inc./Texas116,368$12.4M5.46%-7,41013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\116,035$12.4M<0.01%-47413F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC115,534$12.3M11.48%-3,04413F-HRTimeline
ALBION FINANCIAL GROUP /UT112,501$12M0.72%-1,17913F-HRTimeline
Skyline Advisors, Inc.109,326$11.6M4.01%+44,35213F-HRTimeline
Veery Capital, LLC108,980$11.6M3.66%+3,39913F-HRTimeline
Ellevest, Inc.107,603$11.5M1.64%-6,78413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…107,601$11.5M0.1%new13F-HRTimelineGroup
Aquire Wealth Advisors, LLC106,269$11.3M2.79%+2,69913F-HRTimeline
Leonard Rickey Investment Advisors P.L.…105,677$11.3M2.12%-4,24213F-HRTimeline
Lindenwold Advisors, INC105,536$11.2M5.31%+8,37613F-HRTimeline
PDS Planning, Inc105,049$11.2M0.77%-3,40213F-HRTimeline
Apeiron RIA LLC104,537$11.1M2.51%-7,98013F-HRTimeline
Global Wealth Strategies & Associates103,739$11M2.84%+9,12613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding101,861$10.9M+82Timeline
Rinkey Investments101,547$10.8M2.87%+4,78113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…100,876$10.7M0.22%-6,99013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC100,530$10.7M0.04%-306,58513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co99,365$10.6M0.12%-10,92413F-HRTimelineGroup
MATHER GROUP, LLC.99,039$10.5M0.11%-9,01213F-HRTimeline
Martel Wealth Advisors LLC98,656$10.5M1.84%+6,49913F-HRTimeline
25 LLC97,800$10.4M3.55%-4,84813F-HRTimeline
Tyche Wealth Partners LLC95,739$10.2M1.79%+52,03113F-HRTimeline
Sigma Planning Corp94,523$10.1M0.29%-23,33513F-HRTimeline
Weitzel Financial Services, Inc.93,879$10M4.08%-54013F-HRTimeline
Ullmann Wealth Partners Group, LLC93,963$10M1.09%-6813F-HRTimeline
Granite Harbor Advisors, Inc.93,508$9.96M4.19%-8513F-HRTimeline
Orin Green Financial, LLC92,887$9.89M3.95%-4,47413F-HRTimeline
Connecticut Wealth Management, LLC92,546$9.86M0.44%+20,37913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…92,430$9.84M1.69%-3,12813F-HRTimelineGroup
Diversified Enterprises, LLC91,999$9.8M0.66%+3,10913F-HRTimeline
Fragasso Financial Advisors Inc91,314$9.71M0.61%-19,54613F-HRTimeline
Bragg Financial Advisors, Inc90,923$9.68M0.32%+5,59813F-HRTimeline
Smith & Howard Wealth Management, LLC89,821$9.57M2.23%+38113F-HRTimeline
Simplicity Wealth,LLC89,752$9.56M0.55%-81,57813F-HRTimeline
First Citizens Asset Management, Inc.89,351$9.52M3.38%-84,27713F-HR/ATimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…88,662$9.44M0.27%+20,36013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC88,600$9.44M<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…88,010$9.37M0.01%+18,53913F-HRTimelineGroup
FIRST CITIZENS INVESTOR SERVICES, INC.87,772$9.35M3.61%13F-HRTimeline
Valmark Advisers, Inc.87,767$9.35M0.12%+2,71313F-HRTimeline
Harbor Group, Inc.87,186$9.28M1.48%-10,07513F-HRTimeline
Regal Investment Advisors LLC85,924$9.15M0.6%+5,90413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…85,882$9.15M1.34%-5,12013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC85,556$9.11M8.56%-1,54013F-HRTimeline
BCO Wealth Management LLC85,218$9.07M5.99%-2,11413F-HRTimeline
CWA Asset Management Group, LLC85,068$9.06M0.34%-15,10013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC84,981$9.05M1.43%+34313F-HRTimeline
Summit Wealth Group, LLC83,019$8.84M2.14%-2,04113F-HRTimeline
WealthCollab, LLC83,014$8.84M4.08%+17,58413F-HRTimeline
Confluence Wealth Services, Inc.82,922$8.83M0.44%+5,42213F-HRTimeline
Wealth Advisory Solutions, LLC82,658$8.8M2.13%+17813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…82,124$8.75M0.43%+51,59713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.81,962$8.73M0.6%+8,13113F-HRTimelineGroup
Atria Investments, Inc81,311$8.66M0.1%-5,83613F-HRTimeline
Legacy Private Trust Co.80,970$8.62M0.52%+16,31813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding80,534$8.58M+2,664Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…79,119$8.43M0.55%+13,39613F-HRTimeline
OKABENA INVESTMENT SERVICES INC78,744$8.39M1.63%-1,93913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC78,365$8.35M0.33%-1,52013F-HRTimelineGroup
Liberty Capital Management, Inc.78,259$8.33M1.57%+65,34613F-HRTimeline
Alliance Wealth Management Group78,040$8.31M1.85%+6,05813F-HRTimeline
Asio Capital, LLC77,485$8.25M1.24%-1,80013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC76,734$8.17M<0.01%new13F-HR/ATimelineGroup
SVB WEALTH LLC76,172$8.11M0.44%-49,92613F-HRTimeline
Pure Financial Advisors, LLC75,986$8.09M0.13%+21,55813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…75,549$8.05M0.28%+4,24713F-HRTimeline
Summit Financial, LLC75,484$8.04M0.12%+4,37813F-HRTimeline
IMPACTfolio, LLC75,481$8.04M3.47%+7,41613F-HRTimeline
Pines Wealth Management, LLC74,944$7.98M2.69%+2,79313F-HRTimeline
MOLLER WEALTH PARTNERS74,345$7.92M1.65%+2,64613F-HRTimeline
Atlatl Advisers LLC74,050$7.89M3.13%+10,53713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC73,916$7.87M0.95%-17,93713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC73,124$7.79M0.05%+10,98513F-HR/ATimelineGroup
Legacy Financial Strategies, LLC72,798$7.75M1.4%+5,37913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…72,692$7.73M0.02%-5,78313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC71,605$7.63M0.77%+13,74013F-HRTimeline
Clarity Asset Management, Inc.71,589$7.62M4.28%+3,46913F-HRTimeline
Acropolis Investment Management, LLC72,880$7.61M0.39%+7,80513F-HRTimeline
Private Wealth Management Group, LLC71,497$7.61M2.1%-5,46313F-HRTimeline
BIP Wealth, LLC71,152$7.58M0.37%+44,91713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC71,070$7.57M3.4%-4,84413F-HRTimeline
D L CARLSON INVESTMENT GROUP INC69,618$7.41M1.24%-17,08313F-HRTimeline
WealthShield Partners, LLC69,395$7.39M0.84%-20813F-HRTimeline
BSW Wealth Partners69,115$7.36M0.92%-5,75313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC68,716$7.32M0.64%+2,26613F-HRTimeline
May Hill Capital, LLC68,474$7.29M2.14%+4,12313F-HRTimeline
Tilson Financial Group, Inc.68,345$7.28M2.39%+14,41513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC68,289$7.27M0.1%+3,77413F-HRTimeline
Ashton Thomas Private Wealth, LLC67,615$7.2M0.19%+6,53313F-HRTimeline
RFP Financial Group LLC66,019$7.03M2.87%-68813F-HRTimeline
Caliber Wealth Management, LLC / KS65,856$7.01M0.78%-2,78413F-HRTimeline
WOLVERINE TRADING, LLC65,791$7M0.14%-9,80413F-HRTimeline
GM Advisory Group, LLC65,729$7M0.3%-7,33113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC64,769$6.9M0.01%+2,88913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO64,526$6.87M0.1%-9,64613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS63,956$6.81M0.01%+6,66213F-HRTimelineGroup
Kingdom Financial Group LLC.63,752$6.79M4.15%+8,42013F-HRTimeline
Focus Financial Network, Inc.63,113$6.72M0.24%+69113F-HRTimeline
San Luis Wealth Advisors LLC62,702$6.68M1.2%+4,19713F-HR/ATimeline
Keebeck Wealth Management62,557$6.66M0.79%-5,66113F-HRTimeline
WIT, LLC61,978$6.6M0.15%-4413F-HRTimeline
High Falls Advisors, Inc61,601$6.56M1.35%+2,66313F-HRTimeline
Edgestream Partners, L.P.61,154$6.51M0.19%+27,00213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC60,896$6.48M0.42%+4,49313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC60,862$6.48M4.3%+15,50613F-HRTimeline
Advus Financial Partners, LLC60,849$6.48M2.4%-6,39613F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC60,818$6.48M0.21%+7,23413F-HRTimeline
Dogwood Wealth Management LLC60,691$6.46M2.94%+2,04213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC59,438$6.33M0.14%-23,94413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.59,194$6.3M0.93%-11,82113F-HR/ATimeline
Wrenne Financial Planning LLC58,886$6.27M2.68%+8,29813F-HRTimeline
21 West Wealth Management LLC58,108$6.19M5.87%+9513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC57,883$6.16M1.77%+3,45313F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC57,585$6.13M3.44%+37813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC56,721$6.04M0.41%-6,53113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…56,550$6.02M0.31%+87513F-HRTimeline
NewSquare Capital LLC56,504$6.02M0.41%+4,70513F-HRTimeline
Prospera Financial Services Inc56,362$6M0.1%+1,00213F-HRTimeline
Horizon Investments, LLC56,594$6M0.08%-7713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP56,160$5.98M0.29%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC55,967$5.96M0.46%+4,33013F-HRTimeline
Stone House Investment Management, LLC55,503$5.91M1%-5,54913F-HRTimeline
ANDERSON HOAGLAND & CO55,450$5.9M0.53%+39313F-HRTimeline
FOSTER & MOTLEY INC54,767$5.83M0.31%+82813F-HRTimeline
Capital Investment Services of America,…54,629$5.82M0.52%-2,00013F-HRTimeline
Smithfield Trust Co54,466$5.8M0.26%+1,28213F-HRTimeline
LifeWealth Investments, LLC54,192$5.77M1.9%+3,80913F-HR/ATimeline
Seaside Wealth Management, Inc.54,080$5.76M1.71%+37713F-HRTimeline
Level Wealth Management LLC53,997$5.75M3.03%+9,60013F-HRTimeline
Somnio Financial Group, LLC53,325$5.68M3.85%+1,22613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,001$5.64M<0.01%-14,56613F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS52,707$5.61M0.24%-2,79513F-HRTimeline
Forza Wealth Management, LLC52,600$5.6M2.15%+2,90013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC52,388$5.58M1.06%+2,88713F-HRTimeline
Alpha Financial Partners LLC52,207$5.56M3.62%-3,02713F-HRTimeline
GenTrust, LLC51,879$5.52M0.25%+1,25013F-HRTimeline
Compound Planning, Inc.51,752$5.51M0.18%+14,49013F-HRTimeline
Aletheian Wealth Advisors LLC51,663$5.5M2.56%+3,90213F-HRTimeline
Exchange Bank51,375$5.47M3.8%013F-HRTimeline
RFG Advisory, LLC51,319$5.46M0.11%+13,90513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding51,189$5.45M-4,301Timeline
Austin Private Wealth, LLC50,789$5.41M0.42%-17,58013F-HRTimeline
Prosperity Consulting Group, LLC50,702$5.4M0.27%+26,24613F-HRTimeline
Partners in Financial Planning50,484$5.38M0.93%+5,96713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC50,406$5.37M0.35%-4,58013F-HRTimeline
CONNABLE OFFICE INC50,256$5.35M0.5%+34,25113F-HRTimeline
Elm Partners Management LLC50,152$5.34M0.22%-13,52913F-HR/ATimeline
PRECEDENT WEALTH PARTNERS, LLC49,821$5.31M1.17%+74413F-HRTimeline
Premier Path Wealth Partners, LLC49,812$5.3M0.68%+11,62913F-HRTimeline
Gutierrez Wealth Advisory, LLC49,196$5.24M3.35%+9013F-HRTimeline
Empirical Financial Services, LLC d.b.a…49,104$5.23M0.11%+73313F-HRTimeline
HUB Investment Partners, LLC48,719$5.19M0.19%+3,34313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC48,475$5.16M1.63%-8,14513F-HRTimeline
Biltmore Family Office, LLC48,328$5.15M0.73%-2,10713F-HRTimeline
Vannoy Advisory Group, Inc.48,055$5.12M3.34%-7,76613F-HRTimeline
ONE Advisory Partners, LLC47,788$5.11M1.57%+3,41113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC47,898$5.1M0.44%+4,69913F-HRTimeline
K2 Financial Inc.47,458$5.08M4.08%+1,82313F-HRTimeline
Kingsview Wealth Management, LLC47,571$5.07M0.08%+5,94513F-HRTimeline
Strategic Blueprint, LLC47,488$5.06M0.22%-6,42613F-HRTimeline
Sand Hill Global Advisors, LLC47,287$5.04M0.18%-24,92613F-HRTimeline
Traveka Wealth, LLC46,885$4.99M2.23%-58113F-HRTimeline
Armor Investment Advisors, LLC46,831$4.99M1.58%-81213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…46,754$4.98M0.06%-4,51813F-HRTimelineGroup
FINANCIAL LIFE ADVISORS46,337$4.93M1.59%-2,51613F-HRTimeline
Lifeworks Advisors, LLC46,103$4.91M0.66%-95813F-HRTimeline
Global Retirement Partners, LLC46,054$4.9M0.11%+80813F-HRTimeline
MIdWestOne Financial Group, Inc.45,929$4.89M0.59%+2,02013F-HRTimeline
True Vision MN LLC45,900$4.89M2.55%-3,15013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.45,767$4.87M0.18%-26,76513F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.45,634$4.86M1.57%-2,37413F-HRTimeline
Hassell Wealth Management, LLC45,634$4.86M1.69%+813F-HRTimeline
FIRST AMERICAN TRUST, FSB45,428$4.84M0.35%-5613F-HRTimeline