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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,612 managers (1,634 13F filers) reported a position in MUB shares at 2026-03-31, 355,820,299 shares in all. 100 filers opened a position and 91 filers sold out during the quarter.

Managers
1,612
13F filers
1,634
New
100
Added
794
Reduced
503
Sold out
91
Shares held by filers
355,820,299

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Vannoy Advisory Group, Inc.47,807$5.07M3.21%-67113F-HRTimeline
Checchi Capital Advisers, LLC47,229$5.01M0.34%+8,35613F-HRTimeline
Cascade Financial Partners, LLC47,191$5.01M0.52%+12,17113F-HRTimeline
EFG International AGin group EFG International AG47,168$5.01M0.11%new13F-HRTimelineGroup
Curbstone Financial Management Corp46,992$4.99M0.95%+5,15013F-HRTimeline
RFG Advisory, LLC46,792$4.97M0.09%+1,17113F-HRTimeline
Mayflower Financial Advisors, LLC46,735$4.96M0.6%+2,43713F-HRTimeline
FINANCIAL LIFE ADVISORS46,591$4.95M1.54%+1,32413F-HRTimeline
MOTIVE WEALTH ADVISORS45,965$4.88M2.29%+2,33513F-HRTimeline
Hassell Wealth Management, LLC45,661$4.85M1.63%+2013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.44,755$4.78M0.67%-1,47913F-HRTimeline
Spartan Wealth Advisory Services LLC44,800$4.76M0.42%13F-HRTimeline
Edgestream Partners, L.P.44,696$4.74M0.16%-7,00213F-HRTimeline
Sand Hill Global Advisors, LLC44,687$4.74M0.16%-2,33013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding44,172$4.69M+38,083Timeline
Ironwood Wealth Management, LLC.44,168$4.69M1.34%+74113F-HRTimeline
Parallel Advisors, LLC43,412$4.61M0.08%-3,11313F-HR/ATimeline
Blue Trust, Inc.43,180$4.58M0.05%+2,56913F-HRTimeline
Westover Capital Advisors, LLC42,995$4.56M0.84%-30413F-HRTimeline
GLR Partners, LLC42,925$4.56M2.49%13F-HRTimeline
TruNorth Capital Management, LLC42,769$4.54M0.87%+2,81013F-HRTimeline
CGN Advisors LLC42,728$4.54M0.36%-82213F-HRTimeline
Avant Financial Advisors LLC42,716$4.53M3.19%+13,71813F-HRTimeline
HANCOCK WHITNEY CORP41,828$4.48M0.08%-17,27313F-HRTimeline
Life Planning Partners, Inc42,179$4.48M3.42%+2,10013F-HRTimeline
Opus Capital Group, LLC42,135$4.47M0.48%-33313F-HRTimeline
GenTrust, LLC42,089$4.47M0.19%-3,76013F-HRTimeline
BCGM Wealth Management, LLC41,932$4.45M1.12%-1,28013F-HRTimeline
Brio Consultants, LLC41,585$4.44M0.54%-2,18513F-HRTimeline
Avid Wealth Partners LLC41,467$4.4M2.08%+4,64613F-HRTimeline
Austin Wealth Management, LLC41,330$4.4M1%+913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.41,106$4.36M0.16%-4,01313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,998$4.35M0.05%+3,01713F-HRTimelineGroup
Leeward Financial Partners, LLC40,967$4.35M1.29%+14213F-HRTimeline
Topsail Wealth Management, LLC40,729$4.32M0.64%+7,09513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS40,497$4.3M0.17%+4,88913F-HRTimelineGroup
Sovran Advisors, LLC39,777$4.26M0.33%+1,51213F-HRTimeline
Beaird Harris Wealth Management, LLC40,102$4.26M0.29%-97613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC40,062$4.25M0.2%+82213F-HRTimeline
Baker Avenue Asset Management, LP39,973$4.24M0.1%-1,03413F-HRTimeline
JB Capital LLC39,461$4.19M0.17%+7,82413F-HRTimeline
Insight Wealth Strategies, LLC39,438$4.19M0.47%+2,16913F-HRTimeline
Dorsey & Whitney Trust CO LLC39,213$4.16M0.23%+9,69913F-HRTimeline
GREENLEAF TRUST39,148$4.16M0.04%-1,67513F-HRTimeline
First National Trust Co38,769$4.12M0.14%-92113F-HRTimeline
Venturi Wealth Management, LLC38,761$4.11M0.19%+5,12613F-HRTimeline
DURANTE & WATERS, LLC38,749$4.11M2.98%+22513F-HRTimeline
Thrive Wealth Management, LLC38,744$4.11M0.61%+4,73013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC38,680$4.11M1.28%-10,52913F-HRTimeline
WLTH Capital Management, LLC38,427$4.08M3.2%+1,67313F-HR/ATimeline
TD Capital Management LLC38,334$4.07M0.37%+17313F-HRTimeline
MGO ONE SEVEN LLC38,167$4.05M0.08%+2,42113F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.38,087$4.04M1.41%-5,37713F-HRTimeline
Galvin, Gaustad & Stein, LLC38,011$4.03M0.32%-3,08713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …37,776$4.02M0.01%-78,70113F-HRTimelineGroup
FIRST HORIZON CORP37,220$3.95M0.17%-3,05513F-HRTimeline
FOSTER & MOTLEY INC36,937$3.92M0.2%-18,22513F-HRTimeline
BLAIR WILLIAM & CO/IL36,931$3.92M0.01%-74213F-HRTimeline
Wayfinding Financial, LLC36,909$3.92M1.7%+6,42613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,806$3.91M+1,710Timeline
Petersen Hastings Wealth Advisors Inc.36,698$3.9M0.36%013F-HRTimeline
IFP Advisors, Inc36,471$3.87M0.08%+3,48513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC36,418$3.87M0.28%-20,48913F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC36,402$3.86M0.56%+1,56213F-HRTimeline
Strategic Blueprint, LLC36,253$3.85M0.22%-6,10513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,083$3.83M0.26%+82013F-HRTimeline
SAX WEALTH ADVISORS, LLC35,752$3.83M0.19%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,956$3.82M0.08%+80113F-HRTimeline
Arkadios Wealth Advisors35,907$3.81M0.06%+6,91613F-HRTimeline
Francis Financial, Inc.35,724$3.79M0.7%+4,83613F-HRTimeline
Investment Research Partners LLC35,372$3.75M1.53%+4,84613F-HRTimeline
Gateway Wealth Partners, LLC35,301$3.75M0.15%+28,14513F-HRTimeline
MAI Capital Management35,195$3.74M0.02%+96913F-HRTimeline
FourThought Financial Partners, LLC35,185$3.73M0.32%+6,17113F-HRTimeline
MidFirst Bank34,862$3.7M0.31%+1,58013F-HRTimeline
Capital Advisors Wealth Management, LLC34,494$3.66M0.49%+27413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE34,403$3.65M0.54%new13F-HRTimeline
WEDBUSH SECURITIES INC34,135$3.62M0.11%+2,70613F-HRTimeline
VestGen Advisors, LLC33,470$3.57M0.1%+8,09413F-HRTimeline
Insight Wealth Partners, LLC33,579$3.56M1.44%+56413F-HRTimeline
Symphony Financial, Ltd. Co.33,470$3.55M0.47%+1,94613F-HRTimeline
Trinity Wealth Management, LLC33,081$3.51M1.29%+6,15313F-HRTimeline
Grey Fox Wealth Advisors, LLC32,894$3.49M0.67%+8,89113F-HRTimeline
Stokes Family Office, LLC32,864$3.49M0.36%+4,33313F-HRTimeline
SevenBridge Financial Group, LLC32,074$3.44M0.54%-2,42613F-HRTimeline
CFS Investment Advisory Services, LLC31,942$3.43M0.24%-46513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC31,662$3.36M0.05%+1,72913F-HRTimeline
Caliber Wealth Management, LLC / KS31,392$3.33M0.36%-30,04013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP31,123$3.3M0.12%+16413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…30,754$3.27M0.41%+6,27713F-HR/ATimelineGroup
Ethos Financial Group, LLC30,541$3.24M0.24%+5,30013F-HRTimeline
LiftPoint Family Wealth Advisors LLC30,519$3.24M2.68%-79413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC30,455$3.23M0.01%+4713F-HRTimelineGroup
Chicago Partners Investment Group LLC30,006$3.22M0.07%-3,95913F-HRTimeline
Capasso Planning Partners LLC30,209$3.21M1.73%-2,34413F-HRTimeline
Kastel Capital Advisors, LLC29,927$3.21M1.97%013F-HRTimeline
Grove Bank & Trust30,144$3.2M0.36%+1,70313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,129$3.2M0.1%+1,98013F-HRTimelineGroup
Sharkey, Howes & Javer30,079$3.19M0.43%+1,49113F-HRTimeline
GFS Advisors, LLC30,000$3.18M0.41%+1,00013F-HR/ATimeline
Aspire Private Capital, LLC29,949$3.18M0.72%+94913F-HRTimeline
COFG Advisors, LLC29,915$3.18M0.79%+1,66613F-HRTimeline
Flagstone Financial Management29,874$3.17M0.79%+3213F-HRTimeline
Carnegie Investment Counsel29,603$3.14M0.06%+513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …29,533$3.13M0.5%-7,95813F-HRTimelineGroup
Snowden Capital Advisors LLC29,482$3.13M0.08%-9813F-HRTimeline
Daviman Financial, LLC29,393$3.12M1.85%+5,04913F-HRTimeline
Smart Money Group LLC29,071$3.09M0.9%-1,78413F-HRTimeline
Csenge Advisory Group29,026$3.08M0.14%-1,42713F-HRTimeline
Cypress Wealth Services, LLC28,826$3.06M0.43%+83813F-HRTimeline
Cannon Financial Strategists, Inc.28,636$3.04M0.4%-22013F-HRTimeline
Clifford Group, LLC28,405$3.02M2.32%-1,56213F-HRTimeline
CROBAN28,405$3.02M1.42%+4,90513F-HRTimeline
Modern Wealth Management, LLC28,300$3.01M0.05%+5,05713F-HRTimeline
WCG Wealth Advisors LLC28,338$3.01M0.08%+2,99513F-HRTimeline
McNaughton Wealth Management, LLC27,984$2.97M1.23%-1,29013F-HRTimeline
Bryn Mawr Trust Advisors, LLC27,933$2.97M0.14%+2,82113F-HRTimeline
WEALTH ALLIANCE, LLC27,698$2.94M0.29%-121,32913F-HRTimeline
SIMPLEX TRADING, LLC27,683$2.94M0.09%+5,29613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/27,532$2.92M1.05%+5,40513F-HRTimelineGroup
Plum Street Advisors, LLC27,300$2.9M1%+19013F-HRTimeline
CVA Family Office, LLC27,278$2.9M0.3%+70513F-HRTimeline
Dynamic Advisor Solutions LLC27,050$2.87M0.09%+1,92613F-HRTimeline
NorthCoast Asset Management LLC27,011$2.87M0.07%+62013F-HRTimeline
Graver Capital Management, LLC26,965$2.86M2.17%+1,07113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC26,953$2.86M0.63%+86413F-HRTimeline
Narus Financial Partners, LLC26,852$2.85M0.75%+1,13113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,822$2.85M<0.01%+3,83013F-HRTimelineGroup
HB Wealth Management, LLC26,799$2.84M0.02%+21,21113F-HRTimeline
Windward Private Wealth Management Inc.26,766$2.84M0.98%+10513F-HRTimeline
Gen-Wealth Partners Inc26,759$2.84M0.9%+1,82813F-HRTimeline
SteelPeak Wealth, LLC26,752$2.84M0.09%-6,72613F-HRTimeline
Joseph Group Capital Management26,719$2.84M0.71%-2,93713F-HRTimeline
HOGE FINANCIAL SERVICES, LLC26,653$2.83M1.51%+3,10613F-HRTimeline
FFT WEALTH MANAGEMENT LLC26,623$2.83M0.51%013F-HRTimeline
Abound Wealth Management26,608$2.82M0.64%+29413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,448$2.81M0.16%+2,75413F-HRTimeline
Larson Financial Group LLC26,391$2.8M0.09%-7,98413F-HRTimeline
Americana Partners, LLC26,363$2.8M0.07%-10613F-HRTimeline
Joel Adams & Associates, Inc.26,206$2.78M2.07%-79513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC26,181$2.78M0.24%+2,71713F-HRTimeline
Cornerstone Planning Group LLC25,890$2.76M0.37%+5,03513F-HRTimeline
Apex Wealth Management, LLC25,993$2.76M1.89%+19,00213F-HRTimeline
Strategies Wealth Advisors, LLC25,755$2.73M0.27%+21513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.25,603$2.72M0.58%-98113F-HRTimeline
Capital Management Associates, Inc25,582$2.72M0.61%+19513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25,559$2.71M0.16%-85813F-HRTimeline
IFG Advisors, LLC25,511$2.71M0.44%+1,60213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,408$2.7M0.06%-63413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP25,452$2.7M0.04%-2,25113F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC25,433$2.7M0.07%+23513F-HRTimeline
Caldwell Trust Co25,330$2.69M0.24%-1,85913F-HRTimeline
Polaris Investment Advisors, LLC25,318$2.69M1.96%+2,59213F-HRTimeline
HARBOUR INVESTMENTS, INC.25,249$2.68M0.04%+14,40213F-HRTimeline
Avidian Wealth Enterprises, LLC25,245$2.68M0.08%-14,23213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,168$2.67M0.15%+8,86113F-HRTimeline
White Lighthouse Investment Management …25,080$2.66M0.37%+98013F-HRTimeline
Physician Wealth Solutions Inc.25,069$2.66M1.1%-1113F-HRTimeline
IHT Wealth Management, LLC24,918$2.65M0.06%-1,03113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC24,669$2.62M0.28%+16913F-HRTimeline
CV Advisors LLC24,666$2.62M0.71%+2,81113F-HRTimeline
Rosenberg Matthew Hamilton24,658$2.62M0.54%-59713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24,652$2.62M0.06%+11,68113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…24,596$2.61M0.01%+72813F-HRTimelineGroup
Financial Strategies Group, Inc.24,118$2.59M0.43%-49513F-HRTimeline
Professional Financial Advisors, LLC24,261$2.58M0.52%+2,95513F-HRTimeline
Procyon Advisors, LLC24,249$2.57M0.13%+1,72713F-HRTimeline
MCF Advisors LLC24,241$2.57M0.11%013F-HRTimeline
Spinnaker Investment Group, LLC23,747$2.52M0.51%+3,08613F-HRTimeline
Astoria Strategic Wealth, Inc.23,743$2.52M0.64%-43113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,650$2.51M0.03%+30013F-HRTimelineGroup
Sanchez Gaunt Capital Management, LLC23,453$2.49M1.55%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC23,426$2.49M0.02%-39013F-HRTimeline
Archer Investment Management, LLC23,403$2.48M1.05%new13F-HRTimeline
RCS Financial Planning, LLC23,315$2.47M1.28%+7,82713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC23,226$2.47M0.77%+1,06713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC23,125$2.45M0.08%013F-HRTimeline
Safir Wealth Advisors, LLC23,079$2.45M1.77%+46513F-HRTimeline
Client First Capital LLC23,070$2.45M1.08%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC23,028$2.44M0.73%+1,32813F-HRTimeline
THEORY FINANCIAL LLC22,963$2.44M0.86%+80613F-HRTimeline
Sequent Planning LLC22,958$2.44M0.59%+5,38913F-HRTimeline
Vantage Point Financial LLC22,845$2.42M0.85%+2,60813F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC22,815$2.42M1.83%-1,20513F-HRTimeline
INVESTMENT PARTNERS, LTD.22,707$2.41M0.86%+18313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC22,616$2.4M0.06%-67213F-HRTimeline
Maia Wealth LLC22,503$2.39M0.4%+1813F-HRTimeline
Crusonia Wealth Advisors LLC22,394$2.38M0.49%+6,74513F-HRTimeline
SMART Wealth LLC22,159$2.35M0.69%+1,23113F-HRTimeline
Tenzing Financial LLC21,862$2.34M1.76%+1,64513F-HRTimeline
BAILARD, INC.22,031$2.34M0.05%-1,44713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.21,994$2.33M0.26%+31213F-HRTimeline
Financial Insights, Inc.21,991$2.33M0.76%-1,92913F-HRTimeline
Detalus Advisors, LLC21,981$2.33M0.53%-1,85813F-HRTimeline
Stephenson & Company, Inc.21,942$2.33M1.26%-2,76513F-HRTimeline
MKD WEALTH COACHES, LLC21,808$2.31M2.28%+36713F-HRTimeline
HMS Capital Management, LLC21,789$2.31M0.89%+7,59113F-HRTimeline
Kings Path Partners LLC21,697$2.3M0.79%+83513F-HR/ATimeline
Synergy Investment Management, LLC21,572$2.29M0.75%+3,88913F-HRTimeline
DORVAL Corp21,376$2.27M0.7%+1,37313F-HRTimeline