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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
CGN Advisors LLC44,927$4.78M0.39%-31,41213F-HRTimeline
Mainsail Financial Group, LLC44,701$4.76M2.05%+10,10513F-HRTimeline
Valeo Financial Advisors, LLC44,229$4.71M0.11%+2,19613F-HRTimeline
DRAVO BAY LLC44,088$4.69M2.07%+70913F-HRTimeline
Brio Consultants, LLC43,825$4.67M0.64%-3,02613F-HRTimeline
Zhang Financial LLC43,754$4.66M0.19%+11,63713F-HRTimeline
Capital Advisors Wealth Management, LLC43,749$4.66M0.66%-2,09413F-HRTimeline
First Business Financial Services, Inc.43,656$4.65M0.43%+61413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,562$4.64M0.11%+3,24113F-HRTimelineGroup
MOTIVE WEALTH ADVISORS43,491$4.63M2%+6,87413F-HRTimeline
Ironwood Wealth Management, LLC.43,311$4.61M1.55%+12,00713F-HRTimeline
BCGM Wealth Management, LLC43,304$4.61M1.2%+4,67513F-HRTimeline
GREENLEAF TRUST42,933$4.57M0.04%-53313F-HRTimeline
Joel Isaacson & Co., LLC42,840$4.56M0.16%+23813F-HRTimeline
Burt Wealth Advisors42,541$4.53M1.11%+1,96213F-HRTimeline
Foundations Investment Advisors, LLC42,520$4.53M0.07%-3,74513F-HRTimeline
Westover Capital Advisors, LLC42,428$4.52M0.84%+1,72613F-HRTimeline
Opus Capital Group, LLC42,087$4.48M0.5%-34613F-HRTimeline
Mayflower Financial Advisors, LLC42,055$4.48M0.56%-9,25513F-HRTimeline
Austin Wealth Management, LLC41,509$4.47M0.7%-4513F-HRTimeline
Advyzon Investment Management, LLC41,426$4.41M0.76%+6,34913F-HRTimeline
SYNOVUS FINANCIAL CORP41,166$4.38M0.05%-63613F-HRTimeline
GFS Advisors, LLC41,000$4.37M0.56%-5,70013F-HRTimeline
Johnson Bixby & Associates, LLC40,948$4.36M0.56%+1,30513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…40,600$4.32M0.01%+37,49013F-HRTimelineGroup
Avid Wealth Partners LLC40,553$4.32M2.15%+15,94513F-HRTimeline
Leeward Financial Partners, LLC40,518$4.31M1.23%+5,84513F-HRTimeline
Midwest Trust Co40,232$4.28M0.06%-3,39213F-HRTimeline
McAdam, LLC40,202$4.28M0.21%+4,10113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …40,135$4.27M0.72%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding40,135$4.27M-2,438Timeline
Beaird Harris Wealth Management, LLC40,086$4.27M0.3%+94213F-HRTimeline
Life Planning Partners, Inc39,970$4.26M3.11%+113F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/39,960$4.26M3.82%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC39,960$4.24M0.02%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,635$4.22M0.05%-23,28013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC39,425$4.2M<0.01%-307,28613F-HRTimelineGroup
Sovran Advisors, LLC39,089$4.2M0.37%-2,76213F-HRTimeline
Quantinno Capital Management LP39,267$4.18M0.01%+10,78513F-HRTimeline
Belpointe Asset Management LLC39,123$4.17M0.16%+2,34313F-HRTimeline
DURANTE & WATERS, LLC38,913$4.14M3.05%+1,99113F-HRTimeline
Curbstone Financial Management Corp38,792$4.13M0.79%+95013F-HRTimeline
Avidian Wealth Enterprises, LLC38,779$4.13M0.16%-78813F-HRTimeline
Blue Trust, Inc.38,762$4.13M0.05%+2,89013F-HRTimeline
Galvin, Gaustad & Stein, LLC38,739$4.13M0.34%+2,86913F-HRTimeline
BLAIR WILLIAM & CO/IL38,616$4.11M0.01%+43213F-HRTimeline
TD Capital Management LLC38,577$4.11M0.37%-7,60513F-HRTimeline
Chicago Partners Investment Group LLC38,109$4.1M0.11%+12413F-HRTimeline
First National Trust Co37,385$3.98M0.14%-2,18413F-HRTimeline
Visionary Wealth Advisors37,295$3.97M0.19%+17,04313F-HRTimeline
Cascade Financial Partners, LLC37,005$3.94M0.45%+2,75813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,412$3.88M0.07%-1,41313F-HRTimelineGroup
Insight Wealth Strategies, LLC36,396$3.88M0.46%-17013F-HRTimeline
TruNorth Capital Management, LLC35,764$3.81M0.75%+4,16113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,726$3.8M0.08%-2,06613F-HRTimeline
Westside Investment Management, Inc.35,559$3.79M0.6%+1,52513F-HRTimeline
ORG Partners LLC35,240$3.75M0.68%+9,95313F-HRTimeline
Bare Financial Services, Inc34,957$3.72M1.11%+1,03113F-HRTimeline
Sterling Investment Advisors, Ltd.34,390$3.66M0.71%+3,05013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC34,244$3.65M0.28%+2,32113F-HR/ATimeline
Thrive Wealth Management, LLC33,896$3.61M0.54%-69,77513F-HRTimeline
Grove Bank & Trust33,757$3.59M0.42%-4,93213F-HRTimeline
Topsail Wealth Management, LLC33,543$3.57M0.6%+26813F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…33,191$3.53M1.05%013F-HRTimeline
Waterford Advisors, LLC33,098$3.52M1.22%+32,05413F-HRTimeline
Triad Wealth Partners, LLC32,957$3.51M0.45%+18,11513F-HRTimeline
HANCOCK WHITNEY CORP32,787$3.49M0.06%-3,94813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC32,696$3.48M0.52%-40413F-HRTimeline
CFS Investment Advisory Services, LLC32,227$3.47M0.26%+86413F-HRTimeline
Sincerus Advisory, LLC32,479$3.46M2.96%+3,55513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC32,342$3.44M0.07%-1,87613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding32,289$3.44M+1,691Timeline
SevenBridge Financial Group, LLC31,616$3.39M0.56%+64313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV31,705$3.38M0.23%-6,21213F-HRTimeline
FIRST HORIZON CORP31,597$3.36M0.16%13F-HRTimeline
Baker Avenue Asset Management, LP31,585$3.36M0.08%+1,02013F-HRTimeline
Insight Wealth Partners, LLC31,580$3.36M1.49%+5,09313F-HRTimeline
Trinity Wealth Management, LLC31,549$3.36M1.26%+1,97213F-HRTimeline
SEVEN MILE ADVISORY31,422$3.35M0.54%new13F-HRTimeline
IFP Advisors, Inc31,253$3.33M0.09%+6,54613F-HR/ATimeline
Joseph Group Capital Management31,132$3.32M0.94%+11913F-HRTimeline
SAX WEALTH ADVISORS, LLC30,913$3.29M0.18%+9,79713F-HRTimeline
Venturi Wealth Management, LLC30,908$3.29M0.15%+6,16213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP30,632$3.26M0.13%+1,41013F-HRTimeline
Parallel Advisors, LLC30,446$3.24M0.06%+1,67213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC30,228$3.22M<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC30,051$3.2M0.1%-1,96713F-HRTimeline
Clifford Group, LLC29,983$3.19M2.49%-13,12513F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.29,961$3.19M2.18%+4,92513F-HRTimeline
Flagstone Financial Management29,737$3.17M0.84%+11,12913F-HRTimeline
Joel Adams & Associates, Inc.29,719$3.16M2.55%+5,63713F-HRTimeline
Smartleaf Asset Management LLC29,623$3.15M0.2%+13,86513F-HRTimeline
McNaughton Wealth Management, LLC29,579$3.15M1.33%+1,50913F-HRTimeline
Symphony Financial, Ltd. Co.29,557$3.15M0.38%+1,53813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS29,358$3.13M0.12%+6,11613F-HRTimelineGroup
Graver Capital Management, LLC29,355$3.13M2.63%+56913F-HRTimeline
von Borstel & Associates, Inc.29,042$3.12M0.48%new13F-HRTimeline
FourThought Financial Partners, LLC28,839$3.07M0.27%-5,54213F-HRTimeline
Dorsey & Whitney Trust CO LLC28,823$3.07M0.16%-34513F-HRTimeline
Wayfinding Financial, LLC28,769$3.06M1.32%-34713F-HRTimeline
INVESTMENT PARTNERS, LTD.28,725$3.06M1.08%+3,89013F-HRTimeline
Dynamic Advisor Solutions LLC28,543$3.04M0.09%-2,05413F-HRTimeline
Maia Wealth LLC28,098$3.01M0.51%+4,45913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,934$2.97M0.08%+3,75613F-HRTimelineGroup
Investment Research Partners LLC27,624$2.97M1.33%13F-HRTimeline
Larson Financial Group LLC27,846$2.97M0.1%+18,13113F-HRTimeline
Cannon Financial Strategists, Inc.27,832$2.96M0.42%-4513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,819$2.96M0.1%+41413F-HRTimelineGroup
Financial Advocates Investment Manageme…27,564$2.94M1.65%-20,50013F-HRTimeline
WEALTH ALLIANCE, LLC27,307$2.91M0.3%-26813F-HRTimeline
Windward Private Wealth Management Inc.27,127$2.89M1%+38113F-HRTimeline
Arkadios Wealth Advisors27,052$2.88M0.07%+11,36713F-HRTimeline
Stokes Family Office, LLC26,941$2.87M0.27%+5,94613F-HRTimeline
Smart Money Group LLC26,890$2.86M0.85%+97513F-HRTimeline
SteelPeak Wealth, LLC26,824$2.86M0.1%-2,34213F-HRTimeline
Abound Wealth Management26,809$2.85M0.71%+99913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …26,594$2.85M0.1%+17,36213F-HRTimelineGroup
Avant Financial Advisors LLC26,734$2.85M2.14%-20,48313F-HRTimeline
FFT WEALTH MANAGEMENT LLC26,623$2.84M0.52%-2,32813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,590$2.83M0.66%+42213F-HRTimeline
Americana Partners, LLC26,444$2.82M0.08%+2013F-HRTimeline
Narus Financial Partners, LLC26,374$2.81M0.77%+3,05713F-HR/ATimeline
Aspire Private Capital, LLC26,276$2.8M0.62%+92413F-HR/ATimeline
Bleakley Financial Group, LLC26,258$2.8M0.06%-4,09213F-HRTimeline
JB Capital LLC26,247$2.8M0.12%+3,84313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP26,178$2.79M0.04%-4,82413F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC26,073$2.78M0.64%-1,13513F-HRTimeline
BAILARD, INC.25,823$2.75M0.06%-38,15513F-HRTimeline
Astoria Strategic Wealth, Inc.25,782$2.75M0.69%-47,55213F-HRTimeline
Hudock, Inc.25,761$2.74M0.42%-71,30013F-HRTimeline
CVA Family Office, LLC25,715$2.74M0.35%+2,83113F-HRTimeline
Francis Financial, Inc.25,665$2.73M0.49%+4,36413F-HRTimeline
Cornerstone Wealth Management, LLC25,596$2.73M0.15%+20413F-HRTimeline
Caldwell Trust Co25,589$2.72M0.25%-3,50013F-HRTimeline
Ethos Financial Group, LLC25,293$2.69M0.21%+4,72213F-HRTimeline
IFG Advisory, LLC25,279$2.69M0.12%+1,43113F-HRTimeline
Rosenberg Matthew Hamilton25,255$2.69M0.58%-2,07613F-HRTimeline
Strive Asset Management, LLC25,214$2.69M1.46%-8,36713F-HR/ATimeline
Strategies Wealth Advisors, LLC25,209$2.68M0.28%-1,30513F-HRTimeline
Physician Wealth Solutions Inc.25,080$2.67M1.17%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,040$2.67M0.02%+19,39513F-HRTimeline
Arcadia Wealth Management, LLC24,857$2.65M1.05%-1,38613F-HRTimeline
Stephenson & Company, Inc.24,707$2.63M1.51%013F-HRTimeline
Snowden Capital Advisors LLC24,570$2.62M0.07%+113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC24,362$2.59M0.22%+96813F-HRTimeline
Financial Strategies Group, Inc.24,028$2.57M0.49%+35513F-HRTimeline
Financial Insights, Inc.24,108$2.57M0.85%-7,46713F-HRTimeline
Fortis Capital Advisors, LLC24,097$2.57M0.41%+1,74313F-HRTimeline
Capital Management Associates, Inc24,042$2.56M0.69%-10,87513F-HRTimeline
IHT Wealth Management, LLC23,969$2.55M0.06%-2,53213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …23,921$2.55M<0.01%-82,93313F-HRTimelineGroup
White Lighthouse Investment Management …23,895$2.54M0.39%-1,19813F-HRTimeline
Bryn Mawr Trust Advisors, LLC23,727$2.53M0.13%-6,30213F-HRTimeline
MCF Advisors LLC23,701$2.52M0.15%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,573$2.51M0.07%+1,16413F-HRTimeline
IEQ CAPITAL, LLC23,422$2.49M0.01%-6,43713F-HRTimeline
Cypress Wealth Services, LLC23,318$2.48M0.41%-38513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…23,316$2.48M0.27%+1,77313F-HR/ATimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC23,173$2.47M0.08%+16,03713F-HRTimeline
Client First Capital LLC23,079$2.46M1.09%013F-HRTimeline
Plum Street Advisors, LLC22,923$2.44M0.94%+81913F-HRTimeline
Smallwood Wealth Investment Management,…22,894$2.44M1.25%-2,95113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC22,861$2.43M0.03%-35,19613F-HRTimeline
Sharkey, Howes & Javer22,829$2.43M0.31%+90313F-HRTimeline
IFG Advisors, LLC22,640$2.41M0.39%+2,10013F-HRTimeline
Safir Wealth Advisors, LLC22,614$2.41M1.7%-3,31013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC22,534$2.4M0.07%-23513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,425$2.39M<0.01%+10,81613F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC22,250$2.37M1.88%+47413F-HRTimeline
HOGE FINANCIAL SERVICES, LLC22,066$2.35M1.35%-2,14313F-HRTimeline
INVESTED ADVISORS22,129$2.35M3.42%13F-HRTimeline
Precision Wealth Strategies, LLC21,993$2.34M0.76%-1,10613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC21,972$2.34M0.73%+1,37913F-HRTimeline
TWO SIGMA SECURITIES, LLC21,944$2.34M0.34%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.21,934$2.34M0.02%+1,12013F-HRTimelineGroup
Patten Group, Inc.21,915$2.33M0.45%-2,71313F-HRTimeline
Hobart Private Capital, LLC21,892$2.33M0.49%+4,10413F-HRTimeline
Independent Advisor Alliance21,885$2.33M0.06%-1,51813F-HRTimeline
Procyon Advisors, LLC21,859$2.33M0.14%+32313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22,079$2.33M0.08%+16,04313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,826$2.32M<0.01%-11,02713F-HRTimelineGroup
Crabel Capital Management, LLC21,811$2.32M2.08%-6,25213F-HRTimeline
LPWM LLC21,688$2.31M0.62%-1,17113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.21,682$2.31M0.25%-1,33913F-HRTimeline
NWAM LLC21,480$2.3M0.12%-97613F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC21,345$2.27M0.26%+11,74713F-HRTimeline
KWMG, LLC21,337$2.27M0.2%+2,57913F-HRTimeline
Csenge Advisory Group21,316$2.27M0.11%-3,82213F-HRTimeline
GUIDANCE CAPITAL, INC21,080$2.27M0.59%+3,64713F-HRTimeline
MKD WEALTH COACHES, LLC21,299$2.27M2.26%+21213F-HRTimeline
Moss Adams Wealth Advisors LLC21,255$2.26M0.18%-1,49413F-HRTimeline
FSM Wealth Advisors, LLC21,212$2.26M0.32%-5,65913F-HRTimeline
Canvas Wealth Advisors, LLC21,129$2.25M0.41%+2,94213F-HRTimeline
Coastline Trust Co20,926$2.23M0.24%+17,20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SWS Partners20,895$2.23M0.54%+9913F-HRTimeline
Per Stirling Capital Management, LLC.20,890$2.22M0.27%-9913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC20,868$2.22M0.63%-24613F-HR/ATimeline
Cornerstone Planning Group LLC20,697$2.22M0.36%+19,67913F-HRTimeline
MY Wealth Management Inc.20,661$2.2M1.93%-913F-HRTimeline
Carl P. Sherr & Co., LLC20,637$2.2M1.04%+10,60613F-HRTimeline