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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
GFS Advisors, LLC46,700$4.88M0.67%+33,14513F-HRTimeline
Foundations Investment Advisors, LLC46,265$4.83M0.08%+15,39513F-HRTimeline
TD Capital Management LLC46,182$4.83M0.46%+72713F-HRTimeline
Capital Advisors Wealth Management, LLC45,843$4.79M0.75%+7,65113F-HRTimeline
FIRST AMERICAN TRUST, FSB45,484$4.75M0.38%+1,78013F-HRTimeline
HUB Investment Partners, LLC45,376$4.74M0.17%+3,68413F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC45,356$4.74M2.87%+8,89513F-HRTimeline
K2 Financial Inc.45,635$4.73M4.17%-3,54813F-HRTimeline
Global Retirement Partners, LLC45,246$4.73M0.12%13F-HRTimeline
Hassell Wealth Management, LLC45,626$4.72M1.73%+1213F-HRTimeline
Partners in Financial Planning44,517$4.65M0.86%-68513F-HRTimeline
Geneos Wealth Management Inc.44,405$4.64M0.11%-92,98513F-HRTimeline
Level Wealth Management LLC44,397$4.64M2.7%+33,38213F-HRTimeline
ONE Advisory Partners, LLC44,377$4.59M1.53%+14,18413F-HRTimeline
MIdWestOne Financial Group, Inc.43,909$4.59M0.6%+14,13213F-HRTimeline
Tyche Wealth Partners LLC43,708$4.57M0.92%+34,75213F-HRTimeline
Midwest Trust Co43,624$4.56M0.06%13F-HRTimeline
CW Advisors, LLC43,606$4.56M0.04%-90113F-HRTimeline
GREENLEAF TRUST43,466$4.54M0.04%-5,19613F-HRTimeline
DRAVO BAY LLC43,379$4.52M2.19%-13,45513F-HRTimeline
COUNTRY TRUST BANK43,200$4.51M0.1%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC43,199$4.51M0.43%+5,05813F-HRTimeline
Clifford Group, LLC43,108$4.5M3.7%+52013F-HRTimeline
First Business Financial Services, Inc.43,042$4.5M0.41%-49013F-HRTimeline
Joel Isaacson & Co., LLC42,602$4.45M0.18%+12513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding42,573$4.45M-1,123Timeline
Opus Capital Group, LLC42,433$4.43M0.53%-36,57513F-HRTimeline
Valeo Financial Advisors, LLC42,033$4.39M0.11%+39,31013F-HR/ATimeline
SYNOVUS FINANCIAL CORP41,802$4.37M0.05%+74313F-HRTimeline
Sovran Advisors, LLC41,851$4.36M0.46%+4,83613F-HRTimeline
Kingsview Wealth Management, LLC41,626$4.35M0.07%-36,67313F-HRTimeline
Austin Wealth Management, LLC41,554$4.32M0.77%new13F-HRTimeline
Westover Capital Advisors, LLC40,702$4.25M0.85%new13F-HRTimeline
Burt Wealth Advisors40,579$4.24M0.97%-27,36813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,321$4.21M0.11%-2,07313F-HRTimelineGroup
Life Planning Partners, Inc39,969$4.18M3.32%+1,29613F-HRTimeline
Johnson Bixby & Associates, LLC39,643$4.14M0.57%+2,82913F-HRTimeline
First National Trust Co39,569$4.13M0.15%-10,32813F-HRTimeline
Avidian Wealth Enterprises, LLC39,567$4.13M0.17%-2,73513F-HRTimeline
Beaird Harris Wealth Management, LLC39,144$4.09M0.32%+8,62313F-HRTimeline
Grove Bank & Trust38,689$4.04M0.5%-1,42513F-HRTimeline
BCGM Wealth Management, LLC38,629$4.04M1.14%-3,79013F-HRTimeline
BLAIR WILLIAM & CO/IL38,184$3.99M0.01%+3,95813F-HRTimeline
Premier Path Wealth Partners, LLC38,183$3.99M0.56%-9,31913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV37,917$3.96M0.29%-4,80413F-HRTimeline
Curbstone Financial Management Corp37,842$3.95M0.81%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,825$3.95M0.08%+5,35813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP37,792$3.95M0.09%-1,45713F-HRTimeline
Chicago Partners Investment Group LLC37,985$3.93M0.11%-1,18613F-HRTimeline
RFG Advisory, LLC37,414$3.91M0.09%-10,80613F-HRTimeline
Compound Planning, Inc.37,262$3.89M0.15%+10,87413F-HRTimeline
DURANTE & WATERS, LLC36,922$3.86M3.04%+1,69913F-HRTimeline
Belpointe Asset Management LLC36,780$3.84M0.16%+9,03313F-HRTimeline
HANCOCK WHITNEY CORP36,735$3.84M0.07%-99513F-HRTimeline
MOTIVE WEALTH ADVISORS36,617$3.83M1.74%-1,99313F-HRTimeline
Insight Wealth Strategies, LLC36,566$3.81M0.48%-12213F-HRTimeline
McAdam, LLC36,101$3.77M0.21%-7,01413F-HRTimeline
Blue Trust, Inc.35,872$3.75M0.04%+5,04013F-HRTimeline
Galvin, Gaustad & Stein, LLC35,870$3.75M0.32%-4,47913F-HRTimeline
Advyzon Investment Management, LLC35,077$3.66M0.81%+20,74313F-HRTimeline
Capital Management Associates, Inc34,917$3.65M1.16%-34,89713F-HRTimeline
Leeward Financial Partners, LLC34,673$3.62M1.15%+3,11213F-HRTimeline
Waterford Advisors, LLC1,044$3.6M1.44%-36,18913F-HRTimeline
FourThought Financial Partners, LLC34,381$3.59M0.35%+213F-HRTimeline
Mainsail Financial Group, LLC34,596$3.59M1.67%+1,04813F-HRTimeline
Cascade Financial Partners, LLC34,247$3.58M0.43%-5,36613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34,218$3.58M0.08%+36713F-HRTimeline
Edgestream Partners, L.P.34,152$3.57M0.1%-2,52913F-HRTimeline
Westside Investment Management, Inc.34,034$3.56M0.66%+2,52913F-HRTimeline
Bare Financial Services, Inc33,926$3.54M1.2%-4,70613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.33,768$3.53M0.6%-84313F-HRTimeline
Strive Asset Management, LLC33,581$3.51M2.11%+4,47913F-HRTimeline
Topsail Wealth Management, LLC33,275$3.48M0.64%new13F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…33,191$3.47M1.17%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC33,100$3.46M0.55%-17513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP32,853$3.43M<0.01%-14,79313F-HRTimelineGroup
EAGLE WEALTH STRATEGIES LLC32,528$3.4M1.9%new13F-HRTimeline
HAP Trading, LLC32,284$3.37M1.47%new13F-HRTimeline
Zhang Financial LLC32,117$3.36M0.15%-26,92013F-HRTimeline
WEDBUSH SECURITIES INC32,018$3.35M0.12%-12813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC31,923$3.34M0.3%-62513F-HR/ATimeline
TruNorth Capital Management, LLC31,603$3.3M0.73%+12,61813F-HRTimeline
Financial Insights, Inc.31,575$3.3M1.2%-6413F-HRTimeline
CFS Investment Advisory Services, LLC31,363$3.28M0.27%-2,96513F-HRTimeline
My Legacy Advisors, LLC31,426$3.28M1.17%-1,06113F-HRTimeline
Sterling Investment Advisors, Ltd.31,340$3.27M0.72%+4,85013F-HRTimeline
Ironwood Wealth Management, LLC.31,304$3.27M1.19%-37,84413F-HRTimeline
Joseph Group Capital Management31,013$3.24M1.09%-2,16813F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP31,002$3.24M0.05%-74,90213F-HRTimelineGroup
SevenBridge Financial Group, LLC30,973$3.23M0.57%-2,30913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…30,693$3.21M0.01%+2,17613F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding30,598$3.2MnewTimeline
Dynamic Advisor Solutions LLC30,597$3.2M0.1%+67213F-HRTimeline
Baker Avenue Asset Management, LP30,565$3.19M0.09%-3,35113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…30,527$3.19M0.17%+23,37613F-HRTimeline
Bleakley Financial Group, LLC30,350$3.17M0.08%-8,70413F-HRTimeline
Bryn Mawr Trust Advisors, LLC30,029$3.14M0.17%+6,94213F-HRTimeline
IEQ CAPITAL, LLC29,859$3.12M0.02%+9,99513F-HRTimeline
Trinity Wealth Management, LLC29,577$3.09M1.23%-28,31213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,222$3.05M0.12%-62,41213F-HRTimeline
Dorsey & Whitney Trust CO LLC29,168$3.05M0.16%+13,05113F-HRTimeline
SteelPeak Wealth, LLC29,166$3.05M0.12%-1,58213F-HRTimeline
Symphony Financial, Ltd. Co.28,019$3.04M0.4%+53913F-HR/ATimeline
Caldwell Trust Co29,089$3.04M0.3%+40013F-HRTimeline
Wayfinding Financial, LLC29,116$3.03M1.36%+4,10013F-HRTimeline
FFT WEALTH MANAGEMENT LLC28,951$3.01M0.59%-31,40513F-HRTimeline
Graver Capital Management, LLC28,786$3.01M2.66%+90013F-HRTimeline
Parallel Advisors, LLC28,774$3.01M0.06%+5,19013F-HRTimeline
Sincerus Advisory, LLC28,924$3M2.82%-6,52313F-HRTimeline
Quantinno Capital Management LP28,482$2.98M0.01%-93113F-HRTimeline
McNaughton Wealth Management, LLC28,070$2.93M1.31%+7,28313F-HRTimeline
Crabel Capital Management, LLC28,063$2.93M1.8%new13F-HRTimeline
Cannon Financial Strategists, Inc.27,877$2.91M0.46%-37,48113F-HRTimeline
WEALTH ALLIANCE, LLC27,575$2.88M0.32%+7,14613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,405$2.86M0.11%-7,43813F-HRTimelineGroup
Rosenberg Matthew Hamilton27,331$2.86M0.66%-6,80013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC27,208$2.84M0.69%+59513F-HRTimeline
FSM Wealth Advisors, LLC26,871$2.8M0.46%-46,68313F-HRTimeline
Windward Private Wealth Management Inc.26,746$2.79M1.01%+11,22013F-HRTimeline
Strategies Wealth Advisors, LLC26,514$2.77M0.3%+6,63913F-HRTimeline
IHT Wealth Management, LLC26,501$2.77M0.08%-8013F-HRTimeline
Insight Wealth Partners, LLC26,487$2.77M1.53%+33313F-HRTimeline
Americana Partners, LLC26,424$2.76M0.1%+1213F-HRTimeline
Arcadia Wealth Management, LLC26,243$2.74M1.2%-1,05713F-HRTimeline
BIP Wealth, LLC26,235$2.74M0.17%+11,90613F-HRTimeline
Stephens Consulting, LLC26,199$2.74M0.65%-47,59113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,168$2.73M0.7%+16,79413F-HRTimeline
Envision Financial Planning, LLC25,932$2.71M1.27%new13F-HRTimeline
Safir Wealth Advisors, LLC25,924$2.71M1.99%-54513F-HRTimeline
Smart Money Group LLC25,915$2.71M0.85%+23,33613F-HRTimeline
Smallwood Wealth Investment Management,…25,845$2.7M1.54%-79313F-HRTimeline
Abound Wealth Management25,810$2.7M0.76%+10,46213F-HRTimeline
ABLE Financial Group, LLC25,489$2.66M0.64%+13,64313F-HRTimeline
Cornerstone Wealth Management, LLC25,392$2.65M0.16%-8013F-HRTimeline
ORG Partners LLC25,287$2.65M0.57%-5113F-HRTimeline
Aspire Private Capital, LLC25,352$2.65M0.62%+11513F-HRTimeline
White Lighthouse Investment Management …25,093$2.62M0.43%013F-HRTimeline
Physician Wealth Solutions Inc.25,080$2.62M1.22%-12,29613F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.25,036$2.62M1.75%new13F-HRTimeline
Csenge Advisory Group25,138$2.61M0.14%-4,53313F-HRTimeline
INVESTMENT PARTNERS, LTD.24,835$2.59M0.98%+44813F-HRTimeline
Venturi Wealth Management, LLC24,746$2.59M0.13%013F-HRTimeline
Stephenson & Company, Inc.24,707$2.58M1.57%013F-HRTimeline
IFP Advisors, Inc24,707$2.58M0.07%+10,38913F-HRTimeline
Patten Group, Inc.24,628$2.57M0.54%+77613F-HRTimeline
Avid Wealth Partners LLC24,608$2.57M1.47%-16,89313F-HRTimeline
Snowden Capital Advisors LLC24,569$2.57M0.08%-4813F-HRTimeline
Prosperity Consulting Group, LLC24,456$2.56M0.19%-5,04913F-HRTimeline
SigFig Wealth Management, LLC24,318$2.54M0.08%-2,27913F-HRTimeline
HOGE FINANCIAL SERVICES, LLC24,209$2.53M1.57%-15513F-HRTimeline
Cedar Point Capital Partners, LLC24,187$2.53M1.78%-36813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…24,178$2.53M0.07%+14,00813F-HRTimelineGroup
Joel Adams & Associates, Inc.24,082$2.52M2.23%-6,13113F-HRTimeline
IFG Advisory, LLC23,848$2.49M0.13%+3,96613F-HRTimeline
POWER WEALTH MANAGEMENT LLC23,813$2.49M0.96%-59213F-HRTimeline
Detalus Advisors, LLC23,769$2.48M0.72%-1,97513F-HRTimeline
Cypress Wealth Services, LLC23,703$2.48M0.44%+8,77913F-HRTimeline
MCF Advisors LLC23,701$2.48M0.16%+10,15813F-HRTimeline
Maia Wealth LLC23,639$2.47M0.47%+1,46313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV23,441$2.47M1.16%-1,67613F-HRTimeline
Financial Strategies Group, Inc.23,673$2.46M0.51%+4,23313F-HRTimeline
Elequin Capital, LP23,425$2.45M0.34%+19,01613F-HRTimeline
Independent Advisor Alliance23,403$2.45M0.07%-11,50513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC23,394$2.44M0.22%-135,86213F-HRTimeline
Narus Financial Partners, LLC23,317$2.44M0.76%+2,79413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,242$2.43M0.09%+6,84713F-HRTimelineGroup
Precision Wealth Strategies, LLC23,099$2.41M0.78%new13F-HRTimeline
Client First Capital LLC23,079$2.41M1.13%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.23,021$2.41M0.29%-8113F-HRTimeline
CVA Family Office, LLC22,884$2.39M0.34%+8,77313F-HRTimeline
LPWM LLC22,859$2.39M0.7%-28,49013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC22,769$2.38M0.08%+7,05613F-HRTimeline
Moss Adams Wealth Advisors LLC22,749$2.38M0.22%-8,54513F-HRTimeline
U.S. Capital Wealth Advisors, LLC22,409$2.34M0.07%+51413F-HRTimeline
JB Capital LLC22,404$2.34M0.11%new13F-HRTimeline
NWAM LLC22,456$2.34M0.14%+10,26613F-HR/ATimeline
Fortis Capital Advisors, LLC22,354$2.34M0.42%+3,39913F-HRTimeline
Legacy Capital Wealth Partners, LLC22,147$2.31M0.53%+19,75613F-HRTimeline
Plum Street Advisors, LLC22,104$2.31M1.02%+61213F-HRTimeline
Gen-Wealth Partners Inc22,000$2.3M0.89%+2,93413F-HRTimeline
Alhambra Investment Management LLC21,972$2.3M1.14%+65013F-HRTimeline
Sharkey, Howes & Javer21,926$2.29M0.31%+2,10813F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC21,776$2.28M1.96%-10,07613F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC21,732$2.27M0.4%-65413F-HRTimeline
MAI Capital Management21,574$2.25M0.02%-19,88213F-HRTimeline
THEORY FINANCIAL LLC21,691$2.25M0.85%+2,46813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…21,543$2.25M0.24%+3,19913F-HR/ATimelineGroup
Procyon Advisors, LLC21,536$2.25M0.21%-62613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,514$2.25M0.11%-1,57313F-HRTimeline
Accurate Wealth Management, LLC21,552$2.25M0.34%-1,00813F-HRTimeline
Francis Financial, Inc.21,301$2.23M0.51%+4,99213F-HRTimeline
Retirement Wealth Solutions LLC21,135$2.21M1.61%+12313F-HRTimeline
SAX WEALTH ADVISORS, LLC21,116$2.21M0.13%+5,90113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC21,114$2.21M0.68%+1,53313F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC21,112$2.21M0.12%-4,00113F-HRTimeline
MKD WEALTH COACHES, LLC21,087$2.2M2.32%-25013F-HRTimeline
Stokes Family Office, LLC20,995$2.19M0.23%+75313F-HRTimeline
Per Stirling Capital Management, LLC.20,989$2.19M0.29%013F-HRTimeline
Aspen Wealth Management LLC20,889$2.18M0.54%-64213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,814$2.17M0.04%+30113F-HRTimelineGroup