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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,614 managers (1,635 13F filers) reported a position in MUB shares at 2025-12-31, 336,450,480 shares in all. 100 filers opened a position and 92 filers sold out during the quarter.

Managers
1,614
13F filers
1,635
New
100
Added
776
Reduced
449
Sold out
92
Shares held by filers
336,450,480

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
True Vision MN LLC47,043$5.04M2.56%+1,14313F-HRTimeline
Sand Hill Global Advisors, LLC47,017$5.04M0.18%-27013F-HRTimeline
Mainsail Financial Group, LLC46,859$5.02M2.09%+2,15813F-HRTimeline
Johnson Bixby & Associates, LLC46,640$5M0.62%+5,69213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,595$4.99M0.06%+6,96013F-HRTimelineGroup
Parallel Advisors, LLC46,525$4.98M0.09%+16,07913F-HRTimeline
Westside Investment Management, Inc.46,338$4.96M0.79%+10,77913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.46,234$4.95M0.71%-12,96013F-HRTimeline
Hassell Wealth Management, LLC45,641$4.91M1.64%+713F-HRTimeline
GenTrust, LLC45,849$4.91M0.21%-6,03013F-HRTimeline
Quantinno Capital Management LP45,787$4.9M0.01%+6,52013F-HRTimeline
Hobart Private Capital, LLC45,671$4.89M0.95%+23,77913F-HRTimeline
RFG Advisory, LLC45,621$4.89M0.09%-5,69813F-HRTimeline
DRAVO BAY LLC45,377$4.86M2.02%+1,28913F-HRTimeline
FINANCIAL LIFE ADVISORS45,267$4.85M1.5%-1,07013F-HRTimeline
First Business Financial Services, Inc.45,130$4.83M0.44%+1,47413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.45,119$4.83M0.18%-64813F-HRTimelineGroup
Mayflower Financial Advisors, LLC44,298$4.74M0.57%+2,24313F-HRTimeline
Brio Consultants, LLC43,770$4.69M0.61%-5513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,635$4.67M0.11%+7313F-HRTimelineGroup
MOTIVE WEALTH ADVISORS43,630$4.67M1.99%+13913F-HRTimeline
CGN Advisors LLC43,550$4.66M0.37%-1,37713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.43,464$4.66M1.64%-2,17013F-HRTimeline
Smartleaf Asset Management LLC43,466$4.66M0.18%+13,84313F-HRTimeline
Ironwood Wealth Management, LLC.43,427$4.65M1.37%+11613F-HRTimeline
Westover Capital Advisors, LLC43,299$4.64M0.84%+87113F-HRTimeline
BCGM Wealth Management, LLC43,212$4.63M1.18%-9213F-HRTimeline
Sterling Investment Advisors, Ltd.43,029$4.61M0.85%+8,63913F-HRTimeline
Sincerus Advisory, LLC42,650$4.57M3.67%+10,17113F-HRTimeline
Opus Capital Group, LLC42,468$4.55M0.49%+38113F-HRTimeline
Strategic Blueprint, LLC42,358$4.54M0.27%-5,13013F-HRTimeline
Curbstone Financial Management Corp41,842$4.48M0.86%+3,05013F-HRTimeline
Austin Wealth Management, LLC41,321$4.44M0.66%-18813F-HRTimeline
Galvin, Gaustad & Stein, LLC41,098$4.4M0.34%+2,35913F-HRTimeline
Beaird Harris Wealth Management, LLC41,078$4.4M0.3%+99213F-HRTimeline
Baker Avenue Asset Management, LP41,007$4.39M0.1%+9,42213F-HRTimeline
Leeward Financial Partners, LLC40,825$4.37M1.23%+30713F-HRTimeline
GREENLEAF TRUST40,823$4.37M0.04%-2,11013F-HRTimeline
Blue Trust, Inc.40,611$4.35M0.05%+1,84913F-HRTimeline
FIRST HORIZON CORP40,275$4.31M0.19%+8,67813F-HRTimeline
Life Planning Partners, Inc40,079$4.29M3.29%+10913F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/39,960$4.28M3.58%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC39,960$4.28M0.02%013F-HRTimelineGroup
TruNorth Capital Management, LLC39,959$4.28M0.81%+4,19513F-HRTimeline
First National Trust Co39,690$4.25M0.14%+2,30513F-HRTimeline
Avidian Wealth Enterprises, LLC39,477$4.23M0.15%+69813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC39,240$4.2M0.2%+23,95013F-HRTimeline
Checchi Capital Advisers, LLC38,873$4.16M0.28%+19,52713F-HRTimeline
Midwest Trust Co38,674$4.14M0.05%-1,55813F-HRTimeline
DURANTE & WATERS, LLC38,524$4.13M2.88%-38913F-HRTimeline
Sovran Advisors, LLC38,265$4.12M0.35%-82413F-HRTimeline
Belpointe Asset Management LLC38,479$4.12M0.15%-64413F-HRTimeline
TD Capital Management LLC38,161$4.09M0.36%-41613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,981$4.07M0.05%+1,56913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL37,673$4.04M0.01%-94313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …37,491$4.02M0.66%-2,64413F-HRTimelineGroup
Insight Wealth Strategies, LLC37,269$3.99M0.46%+87313F-HRTimeline
WLTH Capital Management, LLC36,754$3.98M3.08%13F-HRTimeline
HUB Investment Partners, LLC36,863$3.95M0.11%-11,85613F-HRTimeline
Avid Wealth Partners LLC36,821$3.94M1.93%-3,73213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.36,698$3.93M0.38%13F-HRTimeline
SAX WEALTH ADVISORS, LLC35,752$3.83M0.18%+4,83913F-HRTimeline
MGO ONE SEVEN LLC35,746$3.83M0.08%+27,00113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS35,608$3.81M0.14%+6,25013F-HRTimelineGroup
ORG Partners LLC35,277$3.78M0.67%+3713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC35,263$3.78M0.25%+1,01913F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP35,155$3.77M0.08%-57113F-HRTimeline
IFG Advisory, LLC35,139$3.76M0.16%+9,86013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding35,096$3.76M+7,162Timeline
Austin Private Wealth, LLC35,051$3.75M0.28%-15,73813F-HRTimeline
Cascade Financial Partners, LLC35,020$3.75M0.38%-1,98513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC34,840$3.73M0.53%+2,14413F-HRTimeline
SevenBridge Financial Group, LLC34,500$3.71M0.6%+2,88413F-HRTimeline
Bleakley Financial Group, LLC34,537$3.7M0.06%+8,27913F-HRTimeline
Larson Financial Group LLC34,375$3.68M0.12%+6,52913F-HRTimeline
MAI Capital Management34,226$3.67M0.02%+14,03613F-HRTimeline
Capital Advisors Wealth Management, LLC34,220$3.67M0.5%-9,52913F-HRTimeline
Chicago Partners Investment Group LLC33,965$3.65M0.09%-4,14413F-HRTimeline
Thrive Wealth Management, LLC34,014$3.64M0.54%+11813F-HRTimeline
Venturi Wealth Management, LLC33,635$3.6M0.16%+2,72713F-HRTimeline
Topsail Wealth Management, LLC33,634$3.6M0.53%+9113F-HRTimeline
SteelPeak Wealth, LLC33,478$3.59M0.12%+6,65413F-HRTimeline
MidFirst Bank33,282$3.56M0.28%13F-HRTimeline
Insight Wealth Partners, LLC33,015$3.54M1.47%+1,43513F-HRTimeline
IFP Advisors, Inc32,986$3.53M0.08%+1,73313F-HRTimeline
Capasso Planning Partners LLC32,553$3.49M1.92%+21,54413F-HRTimeline
CFS Investment Advisory Services, LLC32,407$3.47M0.25%+18013F-HRTimeline
JB Capital LLC31,637$3.39M0.14%+5,39013F-HRTimeline
Symphony Financial, Ltd. Co.31,524$3.38M0.45%+1,96713F-HRTimeline
WEDBUSH SECURITIES INC31,429$3.37M0.1%+1,37813F-HRTimeline
SEVEN MILE ADVISORY31,422$3.37M0.58%013F-HRTimeline
LiftPoint Family Wealth Advisors LLC31,313$3.35M2.86%13F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP30,959$3.32M0.12%+32713F-HRTimeline
Francis Financial, Inc.30,888$3.31M0.65%+5,22313F-HRTimeline
Smart Money Group LLC30,855$3.3M0.96%+3,96513F-HRTimeline
Investment Research Partners LLC30,526$3.27M1.4%+2,90213F-HRTimeline
Wayfinding Financial, LLC30,483$3.27M1.38%+1,71413F-HRTimeline
Csenge Advisory Group30,453$3.26M0.15%+9,13713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC30,408$3.26M0.01%+18013F-HRTimelineGroup
Collaborative Wealth Managment Inc.30,312$3.25M1.14%+22,35613F-HRTimeline
Brooklyn Investment Group30,004$3.21M0.15%new13F-HRTimeline
Clifford Group, LLC29,967$3.21M2.48%-1613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC29,933$3.21M0.05%+7,07213F-HRTimeline
Kastel Capital Advisors, LLC29,927$3.21M1.97%13F-HRTimeline
Flagstone Financial Management29,842$3.2M0.82%+10513F-HRTimeline
Joseph Group Capital Management29,656$3.18M0.83%-1,47613F-HRTimeline
Carnegie Investment Counsel29,598$3.17M0.06%new13F-HRTimeline
Snowden Capital Advisors LLC29,580$3.17M0.08%+5,01013F-HRTimeline
Dorsey & Whitney Trust CO LLC29,514$3.16M0.17%+69113F-HRTimeline
McNaughton Wealth Management, LLC29,274$3.14M1.29%-30513F-HRTimeline
FourThought Financial Partners, LLC29,014$3.11M0.26%+17513F-HRTimeline
Aspire Private Capital, LLC29,000$3.11M0.69%+2,72413F-HRTimeline
GFS Advisors, LLC29,000$3.11M0.37%-12,00013F-HRTimeline
Avant Financial Advisors LLC28,998$3.11M2.23%+2,26413F-HRTimeline
Arkadios Wealth Advisors28,991$3.11M0.06%+1,93913F-HRTimeline
Cannon Financial Strategists, Inc.28,856$3.09M0.43%+1,02413F-HRTimeline
Sharkey, Howes & Javer28,588$3.06M0.39%+5,75913F-HRTimeline
Fortis Capital Advisors, LLC28,540$3.06M0.45%+4,44313F-HRTimeline
Stokes Family Office, LLC28,531$3.06M0.28%+1,59013F-HRTimeline
Grove Bank & Trust28,441$3.05M0.34%-5,31613F-HRTimeline
COFG Advisors, LLC28,249$3.03M0.75%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,149$3.02M0.1%+33013F-HRTimelineGroup
Cypress Wealth Services, LLC27,988$3M0.41%+4,67013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP27,703$2.97M0.04%+1,52513F-HRTimelineGroup
Caldwell Trust Co27,189$2.91M0.26%+1,60013F-HRTimeline
Plum Street Advisors, LLC27,110$2.9M1.03%+4,18713F-HRTimeline
Joel Adams & Associates, Inc.27,001$2.89M2.17%-2,71813F-HRTimeline
Trinity Wealth Management, LLC26,928$2.88M1.06%-4,62113F-HRTimeline
Factor Wealth Management LTD26,727$2.86M0.62%+11,60513F-HRTimeline
Windward Private Wealth Management Inc.26,661$2.86M0.99%-46613F-HRTimeline
FFT WEALTH MANAGEMENT LLC26,623$2.85M0.54%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,584$2.85M0.61%-613F-HRTimeline
CVA Family Office, LLC26,573$2.85M0.33%+85813F-HRTimeline
Americana Partners, LLC26,469$2.84M0.08%+2513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26,417$2.83M0.18%-5,28813F-HRTimeline
NorthCoast Asset Management LLC26,391$2.83M0.06%-164,84413F-HRTimeline
Abound Wealth Management26,314$2.82M0.66%-49513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC26,042$2.8M0.06%-6,30013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC26,089$2.79M0.62%+1613F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC26,002$2.79M1.38%13F-HRTimeline
IHT Wealth Management, LLC25,949$2.78M0.07%+1,98013F-HRTimeline
Graver Capital Management, LLC25,894$2.77M2.19%-3,46113F-HRTimeline
Narus Financial Partners, LLC25,721$2.76M0.76%-65313F-HRTimeline
Arcadia Wealth Management, LLC25,605$2.74M1.02%+74813F-HRTimeline
Strategies Wealth Advisors, LLC25,540$2.74M0.27%+33113F-HRTimeline
Capital Management Associates, Inc25,387$2.72M0.6%+1,34513F-HRTimeline
VestGen Advisors, LLC25,376$2.72M0.12%+10,19913F-HRTimeline
WCG Wealth Advisors LLC25,343$2.71M0.08%+6,93713F-HRTimeline
Rosenberg Matthew Hamilton25,255$2.71M0.56%013F-HRTimeline
Ethos Financial Group, LLC25,241$2.7M0.2%-5213F-HRTimeline
U.S. Capital Wealth Advisors, LLC25,198$2.7M0.07%+1,62513F-HRTimeline
Cornerstone Wealth Management, LLC25,176$2.7M0.14%-42013F-HRTimeline
Dynamic Advisor Solutions LLC25,124$2.69M0.09%-3,41913F-HRTimeline
Bryn Mawr Trust Advisors, LLC25,112$2.69M0.13%+1,38513F-HRTimeline
Physician Wealth Solutions Inc.25,080$2.69M1.14%013F-HRTimeline
Gen-Wealth Partners Inc24,931$2.67M0.86%+6,94413F-HRTimeline
Stephenson & Company, Inc.24,707$2.65M1.45%013F-HRTimeline
Financial Strategies Group, Inc.24,613$2.64M0.48%+58513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC24,500$2.62M0.29%+3,15513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…24,477$2.62M0.29%+1,16113F-HR/ATimelineGroup
Daviman Financial, LLC24,344$2.61M1.53%13F-HRTimeline
MCF Advisors LLC24,241$2.6M0.14%+54013F-HRTimeline
Astoria Strategic Wealth, Inc.24,174$2.59M0.65%-1,60813F-HRTimeline
White Lighthouse Investment Management …24,100$2.58M0.36%+20513F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC24,020$2.57M1.96%+1,77013F-HRTimeline
Grey Fox Wealth Advisors, LLC24,003$2.57M0.53%+5,43913F-HRTimeline
Financial Insights, Inc.23,920$2.56M0.86%-18813F-HRTimeline
IFG Advisors, LLC23,909$2.56M0.43%+1,26913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,868$2.56M0.01%+3,58613F-HRTimelineGroup
Detalus Advisors, LLC23,839$2.55M0.62%+4,15613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC23,816$2.55M0.02%-1,22413F-HRTimeline
Hudock, Inc.23,763$2.55M0.38%-1,99813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP23,694$2.54M0.14%+3,67013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC23,547$2.52M1.36%+1,48113F-HRTimeline
CROBAN23,500$2.52M1.21%+7,51813F-HRTimeline
BAILARD, INC.23,478$2.51M0.06%-2,34513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC23,464$2.51M0.21%-89813F-HRTimeline
IEQ CAPITAL, LLC23,446$2.51M0.01%+2413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,350$2.5M0.02%+1,41613F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC23,288$2.49M0.07%+75413F-HRTimeline
Modern Wealth Management, LLC23,243$2.49M0.05%+5,05513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC23,125$2.48M0.08%-4813F-HRTimeline
Client First Capital LLC23,070$2.47M1.06%-913F-HRTimeline
Precision Wealth Strategies, LLC23,019$2.47M0.8%+1,02613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,992$2.46M<0.01%+1,16613F-HRTimelineGroup
Polaris Investment Advisors, LLC22,726$2.43M1.76%13F-HRTimeline
Maia Wealth LLC22,485$2.43M0.41%-5,61313F-HRTimeline
Safir Wealth Advisors, LLC22,614$2.42M1.7%013F-HRTimeline
INVESTMENT PARTNERS, LTD.22,524$2.41M0.84%-6,20113F-HRTimeline
Procyon Advisors, LLC22,522$2.41M0.12%+66313F-HRTimeline
SIMPLEX TRADING, LLC22,387$2.4M0.07%new13F-HRTimeline
Independent Advisor Alliance22,366$2.4M0.06%+48113F-HRTimeline
THEORY FINANCIAL LLC22,157$2.39M0.8%+2,87013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC22,159$2.37M0.74%+18713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/22,127$2.37M0.94%+4,01613F-HRTimelineGroup
CV Advisors LLC21,855$2.34M0.6%+5,11513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC21,782$2.33M0.39%-47,83613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC21,744$2.33M0.92%+87613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC21,700$2.32M0.73%+4,57913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.21,682$2.32M0.25%013F-HRTimeline