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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,624 managers (1,647 13F filers) reported a position in MUB shares at 2026-06-30, 371,785,578 shares in all. 96 filers opened a position and 76 filers sold out during the quarter.

Managers
1,624
13F filers
1,647
New
96
Added
788
Reduced
513
Sold out
76
Shares held by filers
371,785,578

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Bleakley Financial Group, LLC49,049$5.28M0.07%-1,94213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS48,395$5.21M0.21%-76513F-HRTimeline
Vannoy Advisory Group, Inc.48,181$5.19M2.93%+37413F-HRTimeline
FINANCIAL LIFE ADVISORS48,143$5.18M1.47%+1,55213F-HRTimeline
Thrive Wealth Management, LLC47,970$5.16M0.66%+9,22613F-HRTimeline
IFP Advisors, Inc47,611$5.12M0.09%+11,14013F-HRTimeline
Traveka Wealth, LLC47,231$5.08M1.69%-57913F-HRTimeline
Checchi Capital Advisers, LLC47,229$5.08M0.32%013F-HRTimeline
Biltmore Family Office, LLC47,079$5.07M0.67%-8,76813F-HRTimeline
GLR Partners, LLC46,643$5.02M2.34%+3,71813F-HRTimeline
K2 Financial Inc.46,556$5.01M3.53%-3,84613F-HRTimeline
RFG Advisory, LLC46,395$4.99M0.08%-39713F-HRTimeline
Mayflower Financial Advisors, LLC46,168$4.97M0.43%-56713F-HRTimeline
DRAVO BAY LLC46,148$4.97M1.72%-1,80913F-HRTimeline
MOTIVE WEALTH ADVISORS45,971$4.95M2.03%+613F-HRTimeline
MARINER INVESTMENT GROUP LLC45,454$4.89M1.15%new13F-HRTimeline
Hassell Wealth Management, LLC45,655$4.88M1.5%-613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.44,980$4.84M0.63%+22513F-HRTimeline
Blue Trust, Inc.44,872$4.83M0.05%+1,69213F-HRTimeline
Sand Hill Global Advisors, LLC44,687$4.81M0.14%013F-HRTimeline
Curbstone Financial Management Corp44,042$4.74M0.81%-2,95013F-HRTimeline
MGO ONE SEVEN LLC42,991$4.63M0.08%+4,82413F-HRTimeline
Westover Capital Advisors, LLC42,965$4.62M0.77%-3013F-HRTimeline
Exchange Bank42,838$4.61M2.87%-8,66713F-HRTimeline
Dorsey & Whitney Trust CO LLC42,761$4.6M0.22%+3,54813F-HRTimeline
Avant Financial Advisors LLC42,679$4.59M2.86%-3713F-HRTimeline
Galvin, Gaustad & Stein, LLC42,402$4.56M0.34%+4,39113F-HRTimeline
HANCOCK WHITNEY CORP42,199$4.54M0.08%+37113F-HRTimeline
GenTrust, LLC42,089$4.53M0.17%013F-HRTimeline
Insight Wealth Strategies, LLC42,067$4.52M0.44%+2,62913F-HRTimeline
Baker Avenue Asset Management, LP41,927$4.51M0.09%+1,95413F-HRTimeline
Life Planning Partners, Inc41,843$4.5M3.35%-33613F-HRTimeline
CVA Family Office, LLC41,831$4.5M0.41%+14,55313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC41,773$4.5M1.27%+3,09313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC41,755$4.49M0.32%-6,39113F-HRTimeline
Austin Wealth Management, LLC41,328$4.4M0.93%-213F-HRTimeline
BCGM Wealth Management, LLC40,894$4.4M0.93%-1,03813F-HRTimeline
MidFirst Bank40,612$4.37M0.31%+5,75013F-HRTimeline
Leeward Financial Partners, LLC40,562$4.37M1.15%-40513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS40,551$4.36M0.16%+5413F-HRTimelineGroup
Clifford Group, LLC40,360$4.34M3%+11,95513F-HRTimeline
Beaird Harris Wealth Management, LLC39,886$4.29M0.27%-21613F-HRTimeline
MAI Capital Management39,740$4.28M0.02%+4,54513F-HRTimeline
ONE Advisory Partners, LLC39,425$4.24M1.15%-11,94913F-HRTimeline
SAX WEALTH ADVISORS, LLC39,878$4.23M0.17%+4,12613F-HRTimeline
CGN Advisors LLC39,258$4.22M0.31%-3,47013F-HRTimeline
DURANTE & WATERS, LLC39,170$4.22M2.76%+42113F-HRTimeline
Investment Research Partners LLC39,159$4.21M1.43%+3,78713F-HRTimeline
First National Trust Co39,116$4.21M0.14%+34713F-HRTimeline
FourThought Financial Partners, LLC39,090$4.21M0.32%+3,90513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.39,028$4.2M0.14%-2,07813F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.38,846$4.18M1.29%+75913F-HRTimeline
Sovran Advisors, LLC39,430$4.18M0.31%-34713F-HRTimeline
HMS Capital Management, LLC38,318$4.12M1.54%+16,52913F-HRTimeline
GREENLEAF TRUST38,257$4.12M0.04%-89113F-HRTimeline
Grey Fox Wealth Advisors, LLC38,074$4.1M0.64%+5,18013F-HRTimeline
Kastel Capital Advisors, LLC38,536$4.09M2.59%+8,60913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP37,977$4.09M0.14%+6,85413F-HRTimeline
BLAIR WILLIAM & CO/IL37,857$4.07M0.01%+92613F-HRTimeline
VestGen Advisors, LLC37,716$4.06M0.12%+4,24613F-HRTimeline
FOSTER & MOTLEY INC37,200$4M0.18%+26313F-HRTimeline
Arkadios Wealth Advisors37,096$3.99M0.06%+1,18913F-HRTimeline
FIRST HORIZON CORP37,084$3.99M0.15%-13613F-HRTimeline
Venturi Wealth Management, LLC37,081$3.99M0.15%-1,68013F-HRTimeline
Aspire Private Capital, LLC37,009$3.98M0.82%+7,06013F-HRTimeline
TD Capital Management LLC36,931$3.97M0.32%-1,40313F-HRTimeline
Petersen Hastings Wealth Advisors Inc.36,698$3.95M0.33%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC36,667$3.95M0.49%+26513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC36,657$3.95M0.16%-3,40513F-HRTimeline
Wayfinding Financial, LLC36,294$3.9M1.48%-61513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,193$3.9M-613Timeline
Sigma Planning Corp36,079$3.88M0.1%-54,47613F-HRTimeline
Francis Financial, Inc.35,514$3.82M0.63%-21013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…35,065$3.77M0.37%+4,31113F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC35,000$3.77M1.66%new13F-HRTimeline
Modern Wealth Management, LLC34,992$3.77M0.04%+6,69213F-HRTimeline
Strategic Blueprint, LLC34,646$3.73M0.19%-1,60713F-HRTimeline
Ethos Financial Group, LLC34,367$3.66M0.24%+3,82613F-HRTimeline
Gutierrez Wealth Advisory, LLC33,954$3.65M2.11%-17,65213F-HRTimeline
WEDBUSH SECURITIES INC33,775$3.63M0.09%-36013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC33,743$3.63M0.2%-2,34013F-HRTimeline
Meridian Wealth Management, LLC33,697$3.63M0.11%+17,22913F-HRTimeline
MCF Advisors LLC33,569$3.61M0.13%+9,32813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC33,451$3.6M1.24%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE33,333$3.59M0.49%-1,07013F-HRTimeline
Trinity Wealth Management, LLC33,168$3.57M1.13%+8713F-HRTimeline
Chicago Partners Investment Group LLC33,743$3.55M0.07%+3,73713F-HRTimeline
Odyssey Group, LLC32,971$3.55M0.96%13F-HRTimeline
Capital Advisors Wealth Management, LLC32,831$3.53M0.42%-1,66313F-HRTimeline
Symphony Financial, Ltd. Co.32,721$3.52M0.39%-74913F-HRTimeline
Crabel Capital Management, LLC32,536$3.5M2.56%new13F-HRTimeline
Sharkey, Howes & Javer32,328$3.48M0.42%+2,24913F-HRTimeline
Premier Private Wealth Management LLC32,176$3.46M3.03%+23,35213F-HRTimeline
Coastline Trust Co31,867$3.43M0.3%+15,42813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,784$3.42M0.1%+1,65513F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC31,614$3.4M0.08%new13F-HRTimeline
SMART Wealth LLC31,597$3.4M0.73%+9,43813F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,559$3.4M0.15%+3,62613F-HRTimeline
Strategies Wealth Advisors, LLC31,552$3.4M0.3%+5,79713F-HRTimeline
CFS Investment Advisory Services, LLC31,325$3.37M0.22%-61713F-HRTimeline
Synergy Investment Management, LLC31,326$3.36M0.81%+9,75413F-HRTimeline
Flagstone Financial Management31,197$3.36M0.75%+1,32313F-HRTimeline
Joel Adams & Associates, Inc.30,985$3.33M2.14%+4,77913F-HRTimeline
Larson Financial Group LLC30,979$3.33M0.09%+4,58813F-HRTimeline
Royal Harbor Partners, LLC30,708$3.3M1.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,387$3.27M0.06%+10,10713F-HRTimeline
WCG Wealth Advisors LLC30,387$3.27M0.08%+2,04913F-HRTimeline
Csenge Advisory Group30,164$3.25M0.13%+1,13813F-HRTimeline
LiftPoint Family Wealth Advisors LLC30,140$3.24M2.2%-37913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC30,098$3.24M0.05%-1,56413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC30,025$3.23M0.78%+12,31013F-HRTimeline
Forefront Wealth Partners, LLC30,003$3.23M1%+18,72513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …30,000$3.23M0.45%+46713F-HRTimelineGroup
McAdam, LLC29,996$3.23M0.12%-20,82713F-HRTimeline
COFG Advisors, LLC29,852$3.21M0.55%-6313F-HRTimeline
Carnegie Investment Counsel29,781$3.21M0.06%+17813F-HRTimeline
Grove Bank & Trust29,558$3.18M0.32%-58613F-HRTimeline
Gen-Wealth Partners Inc29,481$3.17M0.88%+2,72213F-HRTimeline
McNaughton Wealth Management, LLC29,421$3.17M1.12%+1,43713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,396$3.16M0.03%new13F-HRTimelineGroup
Narus Financial Partners, LLC29,172$3.14M0.81%+2,32013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP29,109$3.13M0.15%+2,66113F-HRTimeline
Capasso Planning Partners LLC29,083$3.13M1.56%-1,12613F-HRTimeline
Professional Financial Advisors, LLC29,083$3.13M0.54%+4,82213F-HRTimeline
Snowden Capital Advisors LLC29,020$3.12M0.07%-46213F-HRTimeline
HARBOUR INVESTMENTS, INC.28,856$3.11M0.04%+3,60713F-HRTimeline
PRIVATE TRUST CO NA28,852$3.11M0.25%+9,43713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/28,849$3.1M1%+1,31713F-HRTimelineGroup
Mattson Financial Services, LLC28,883$3.08M0.64%+9,90713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC28,587$3.08M0.02%+5,16113F-HRTimeline
IFG Advisors, LLC28,400$3.06M0.42%+2,88913F-HRTimeline
Dynamic Advisor Solutions LLC27,976$3.01M0.09%+92613F-HRTimeline
WEALTH ALLIANCE, LLC27,923$3.01M0.25%+22513F-HRTimeline
Spinnaker Investment Group, LLC27,702$2.98M0.48%+3,95513F-HRTimeline
Plum Street Advisors, LLC27,699$2.98M0.95%+39913F-HRTimeline
CV Advisors LLC31,018$2.98M0.56%+6,35213F-HRTimeline
SevenBridge Financial Group, LLC27,983$2.96M0.44%-4,09113F-HRTimeline
Maia Wealth LLC27,496$2.96M0.44%+4,99313F-HRTimeline
INVESTMENT PARTNERS, LTD.27,477$2.96M0.92%+4,77013F-HRTimeline
Procyon Advisors, LLC27,232$2.93M0.13%+2,98313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC27,231$2.93M0.6%+27813F-HRTimeline
Americana Partners, LLC27,162$2.92M0.07%+79913F-HRTimeline
SteelPeak Wealth, LLC27,122$2.92M0.08%+37013F-HRTimeline
Cypress Wealth Services, LLC27,085$2.91M0.36%-1,74113F-HRTimeline
Graver Capital Management, LLC27,048$2.91M2.07%+8313F-HRTimeline
Crusonia Wealth Advisors LLC26,990$2.9M0.48%+4,59613F-HRTimeline
Joseph Group Capital Management26,901$2.9M0.61%+18213F-HRTimeline
Cornerstone Planning Group LLC27,125$2.87M0.36%+1,23513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC26,541$2.86M0.05%+1,88913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC26,383$2.84M0.22%+20213F-HRTimeline
Caliber Wealth Management, LLC / KS26,355$2.84M0.27%-5,03713F-HRTimeline
Apex Wealth Management, LLC26,290$2.83M1.73%+29713F-HRTimeline
Kingdom Financial Group LLC.26,256$2.83M0.72%+6,31213F-HRTimeline
White Lighthouse Investment Management …26,230$2.82M0.35%+1,15013F-HRTimeline
Gateway Wealth Partners, LLC26,010$2.8M0.17%-9,29113F-HRTimeline
Vantage Point Financial LLC25,971$2.79M0.85%+3,12613F-HRTimeline
Insight Wealth Partners, LLC25,935$2.79M0.37%-7,64413F-HRTimeline
HOGE FINANCIAL SERVICES, LLC25,925$2.79M1.34%-72813F-HRTimeline
Abound Wealth Management25,863$2.78M0.55%-74513F-HRTimeline
Blue Chip Partners, LLC25,844$2.78M0.18%+11,94813F-HRTimeline
Windward Private Wealth Management Inc.25,841$2.78M0.89%-92513F-HRTimeline
Capital Management Associates, Inc25,834$2.78M0.56%+25213F-HRTimeline
CROBAN25,832$2.78M1.23%-2,57313F-HRTimeline
NorthCoast Asset Management LLC25,824$2.78M0.06%-1,18713F-HRTimeline
Parallel Advisors, LLC25,621$2.76M0.04%-17,79113F-HRTimeline
Rosenberg Matthew Hamilton25,535$2.75M0.51%+87713F-HRTimeline
Paladin Wealth, LLC25,409$2.73M1.59%+4,99513F-HRTimeline
Able Wealth Management LLC25,381$2.73M0.63%+11,34713F-HRTimeline
Independent Advisor Alliance25,361$2.73M0.06%-191,44813F-HRTimeline
Cannon Financial Strategists, Inc.25,325$2.73M0.31%-3,31113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,408$2.72M0.05%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.25,292$2.72M0.51%-31113F-HRTimeline
Astoria Strategic Wealth, Inc.25,263$2.72M0.62%+1,52013F-HRTimeline
Tenzing Financial LLC25,263$2.72M1.87%+3,40113F-HRTimeline
Avidian Wealth Enterprises, LLC25,094$2.7M0.07%-15113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…25,069$2.7M0.01%+47313F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP25,061$2.7M0.03%-39113F-HRTimelineGroup
Smart Money Group LLC25,058$2.7M0.69%-4,01313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,967$2.69M0.13%-59213F-HRTimeline
WLTH Capital Management, LLC24,903$2.68M1.72%-13,52413F-HRTimeline
ACIMA PRIVATE WEALTH, LLC24,795$2.67M0.77%+1,56913F-HRTimeline
Physician Wealth Solutions Inc.24,681$2.66M1.01%-38813F-HRTimeline
Financial Strategies Group, Inc.24,972$2.65M0.42%+85413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding24,551$2.64M+5,463Timeline
FFT WEALTH MANAGEMENT LLC24,293$2.61M0.41%-2,33013F-HRTimeline
Sequent Planning LLC24,290$2.61M0.56%+1,33213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC24,084$2.59M0.19%-12,33413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC24,081$2.59M0.68%+1,05313F-HRTimeline
Qube Research & Technologies Ltd24,039$2.59M<0.01%+18,62413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC24,028$2.59M0.25%-64113F-HRTimeline
Peak Wealth Management LLC23,962$2.58M1.81%+7,63813F-HRTimeline
Financial Partners Group, Inc23,866$2.57M0.26%+3,65713F-HRTimeline
Balefire, LLC23,448$2.52M0.41%+16,82413F-HRTimeline
XY Planning Network, Inc.23,205$2.5M0.31%+4,95813F-HRTimeline
Sanchez Gaunt Capital Management, LLC23,179$2.49M1.39%-27413F-HRTimeline
DORVAL Corp23,172$2.49M0.72%+1,79613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC23,125$2.49M0.07%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …23,124$2.49M0.12%-2,04413F-HRTimeline
THEORY FINANCIAL LLC23,102$2.49M0.78%+13913F-HRTimeline
Safir Wealth Advisors, LLC23,079$2.48M1.61%013F-HRTimeline