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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
SWS Partners20,796$2.17M0.59%+7313F-HRTimeline
MY Wealth Management Inc.20,670$2.16M2.07%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC20,593$2.15M0.73%+24113F-HRTimeline
Ethos Financial Group, LLC20,571$2.15M0.18%+1,15513F-HRTimeline
PHILADELPHIA TRUST CO20,554$2.15M0.16%013F-HRTimeline
IFG Advisors, LLC20,540$2.15M0.36%+56013F-HRTimeline
AdvisorNet Financial, Inc20,490$2.14M0.14%-56913F-HRTimeline
Visionary Wealth Advisors20,252$2.12M0.11%-33213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,052$2.09M0.14%+2913F-HRTimeline
First International Bank & Trust20,006$2.09M0.73%-7,37413F-HRTimeline
Patton Albertson Miller Group, LLC19,802$2.07M0.27%-8,73613F-HRTimeline
SOL Capital Management CO19,740$2.06M0.2%+3,66013F-HRTimeline
GTS SECURITIES LLC19,529$2.04M0.09%+4,27113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC19,474$2.03M0.36%-8,40613F-HRTimeline
Professional Financial Advisors, LLC19,333$2.02M0.47%+88113F-HRTimeline
Main Street Financial Solutions, LLC19,303$2.02M0.15%+1,03913F-HRTimeline
Forefront Wealth Partners, LLC18,711$1.99M1.37%+3,16113F-HRTimeline
Columbia Bank19,044$1.98M0.6%+87513F-HRTimeline
KWMG, LLC18,758$1.96M0.18%-8,38713F-HRTimeline
Capstone Financial Advisors, Inc.18,728$1.96M0.11%-62613F-HRTimeline
Flagstone Financial Management18,608$1.94M0.56%+8,51513F-HRTimeline
Maridea Wealth Management LLC18,344$1.92M0.5%-1,54413F-HRTimeline
SAGE FINANCIAL GROUP INC18,262$1.91M0.14%+14,90413F-HRTimeline
PRIVATE TRUST CO NA18,171$1.9M0.18%-16,64413F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC18,120$1.89M1.64%-14513F-HRTimeline
PrairieView Partners, LLC18,096$1.89M0.18%+5,98313F-HRTimeline
Canvas Wealth Advisors, LLC18,187$1.88M0.37%+58813F-HRTimeline
Equita Financial Network, Inc.18,013$1.88M0.75%+35213F-HRTimeline
TPG Advisors LLC17,871$1.87M1.35%+54013F-HRTimeline
Rehmann Capital Advisory Group17,828$1.86M0.11%-26,72713F-HRTimeline
Mutual Advisors, LLC17,974$1.86M0.05%-3,32413F-HRTimeline
FLP Wealth Management, LLC17,804$1.86M5.22%+2,80013F-HRTimeline
Hobart Private Capital, LLC17,788$1.86M0.42%+7,07713F-HRTimeline
CROBAN17,746$1.85M1.58%+96413F-HRTimeline
Kings Path Partners LLC17,742$1.85M0.75%+62413F-HRTimeline
LifePlan Investment Advisors, Inc.17,688$1.85M0.92%+1,04413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC17,621$1.84M0.95%-2,61313F-HRTimeline
Grey Fox Wealth Advisors, LLC17,556$1.83M0.44%-5,88213F-HRTimeline
Madison Wealth Partners, Inc17,376$1.82M0.4%-4,56013F-HRTimeline
GUIDANCE CAPITAL, INC17,433$1.81M0.52%+4,33013F-HRTimeline
Broadview Financial Management, LLC17,318$1.81M1.23%new13F-HRTimeline
FAS Wealth Partners, Inc.17,317$1.81M0.13%-91413F-HRTimeline
Sterling Financial Planning, Inc.17,278$1.81M0.6%+3513F-HRTimeline
Ballentine Partners, LLC17,246$1.8M0.03%+5,43113F-HRTimeline
Lineweaver Wealth Advisors, LLC17,144$1.79M0.28%+1,70013F-HRTimeline
SMART Wealth LLC17,117$1.79M0.56%+1,04413F-HRTimeline
REGIMEN WEALTH, LLC17,087$1.79M0.55%-189,88813F-HRTimeline
Cornerstone Investment Partners, LLC17,085$1.79M0.08%-1,73413F-HRTimeline
Cannon Advisors, Inc.17,046$1.78M1.43%+22513F-HRTimeline
Keystone Wealth Services, LLC16,995$1.78M0.43%-1,12613F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,928$1.77M0.9%-2,99813F-HRTimeline
Hamilton Wealth, LLC16,904$1.77M0.39%-2,55513F-HRTimeline
Modern Wealth Management, LLC16,812$1.76M0.04%+4,63213F-HR/ATimeline
Running Point Capital Advisors, LLC16,766$1.75M0.48%+1,16113F-HRTimeline
Graves Light Lenhart Wealth, Inc.16,654$1.74M0.21%+6,92613F-HRTimeline
Checchi Capital Advisers, LLC16,601$1.73M0.12%-7,96213F-HRTimeline
Mill Creek Capital Advisors, LLC16,496$1.72M0.04%+2013F-HRTimeline
RIVERSEDGE ADVISORS, LLC16,488$1.72M0.34%-1,52713F-HRTimeline
Capital Investment Advisors, LLC16,447$1.72M0.03%-413F-HR/ATimeline
Cypress Capital Groupin group Cypress Capital Group16,431$1.72M0.21%+1,47013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.16,393$1.71M0.04%-69513F-HRTimeline
Factor Wealth Management LTD16,308$1.7M0.47%-11,77913F-HRTimeline
Breakwater Capital Group16,098$1.68M0.27%-3,12013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC16,098$1.68M1.27%+80613F-HRTimeline
SPINNAKER TRUST16,041$1.68M0.1%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC16,026$1.67M0.59%-3,19013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC16,020$1.67M0.43%+7,15913F-HRTimeline
CONNABLE OFFICE INC16,005$1.67M0.17%+10,82013F-HRTimeline
Bernardo Wealth Planning LLC16,005$1.67M0.36%-1,07913F-HRTimeline
NDWM LLC15,808$1.65M1.21%+10,47113F-HRTimeline
Smartleaf Asset Management LLC15,758$1.64M0.14%+9,57113F-HRTimeline
Arkadios Wealth Advisors15,685$1.64M0.05%-2,74013F-HRTimeline
STOCK YARDS BANK & TRUST CO15,663$1.64M0.05%-3,78013F-HRTimeline
DORVAL Corp15,498$1.62M0.58%+2,14513F-HRTimeline
Lansing Street Advisors15,477$1.62M0.48%-10,40113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,461$1.62M0.01%-3,77413F-HRTimelineGroup
Beaumont Financial Advisors, LLC15,383$1.61M0.12%-3,41313F-HRTimeline
UNITED BANK15,259$1.59M0.19%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC15,229$1.59M0.11%+81113F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…15,184$1.59M0.23%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC15,110$1.58M0.04%-1,54913F-HRTimeline
White & Co Financial Planning Inc15,128$1.58M1.26%-1313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC15,094$1.58M0.85%-4,74613F-HRTimeline
AlphaCore Capital LLC15,077$1.58M0.06%+13,79713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,044$1.57M0.1%-4,31913F-HR/ATimeline
Brady Martz Wealth Solutions, LLC15,035$1.57M0.3%-9,82713F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …14,980$1.57M0.09%+24613F-HRTimelineGroup
Tassel Capital Management, Inc.14,879$1.55M1.19%-16,48113F-HRTimeline
CV Advisors LLC14,852$1.55M0.48%-29,87413F-HRTimeline
Triad Wealth Partners, LLC14,842$1.55M0.31%+5,63213F-HRTimeline
Pinnacle Financial Partners Inc14,839$1.55M0.03%-1,68713F-HRTimeline
Advisory Alpha, LLC14,829$1.55M0.05%-813F-HRTimeline
Cranbrook Wealth Management, LLC14,819$1.55M0.33%new13F-HRTimeline
J.W. COLE ADVISORS, INC.14,710$1.54M0.03%+2,86713F-HRTimeline
SONATA CAPITAL GROUP INC14,330$1.5M0.6%+34513F-HRTimeline
Oak Wealth Advisors LLC14,311$1.5M0.96%-3,09513F-HRTimeline
Midwest Financial Group LLC14,286$1.49M0.78%+6,23413F-HRTimeline
Claro Advisors Inc.14,263$1.49M0.25%+6513F-HRTimeline
Wealthstar Advisors, LLC14,245$1.49M0.56%-80013F-HRTimeline
Scissortail Wealth Management, LLC14,210$1.48M0.36%-1,35813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC14,190$1.48M0.5%+8,05013F-HRTimeline
First National Bank of Mount Dora, Trus…14,126$1.48M0.33%-1,10313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD14,104$1.47M1.07%+3,12213F-HRTimeline
FORONJY FINANCIAL LLC13,959$1.46M0.68%13F-HRTimeline
United Community Bankin group United Community Bank13,897$1.45M0.5%-1,92913F-HRTimelineGroup
PINNEY & SCOFIELD, INC.13,830$1.44M0.98%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT13,799$1.44M0.09%-51913F-HRTimeline
Gibbs Wealth Management13,795$1.44M0.28%+6,94713F-HRTimeline
RiverFront Investment Group, LLC13,778$1.44M0.03%+11,42713F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.13,510$1.43M0.82%13F-HRTimeline
United Advisor Group, LLC13,712$1.43M0.25%+9,67013F-HRTimeline
Tenret Co LLC13,671$1.43M0.78%+10,40413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,663$1.43M<0.01%+37813F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC13,621$1.42M0.36%-6,81913F-HRTimeline
FC Advisory LLC13,620$1.42M0.44%-5,22213F-HRTimeline
Rooted Wealth Advisors, Inc.13,681$1.42M0.49%+5513F-HRTimeline
Investment Planning Advisors, Inc.13,483$1.41M0.5%+1,34013F-HRTimeline
Pinnacle Bancorp, Inc.13,425$1.4M0.43%+2,37913F-HRTimeline
Texas Capital Bank Wealth Management Se…13,400$1.4M0.13%new13F-HRTimeline
Sage Financial Management Group, Inc.13,343$1.39M0.48%-2,43213F-HRTimeline
Ausdal Financial Partners, Inc.13,165$1.38M0.09%-1,97413F-HRTimeline
MYECFO, LLC13,203$1.37M0.67%-1,58013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,105$1.37M0.02%+88513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD13,061$1.36M0.02%+1,71213F-HRTimeline
Eagle Strategies LLC13,044$1.36M0.21%new13F-HRTimeline
ProVise Management Group, LLC12,925$1.35M0.11%-42513F-HRTimeline
Liberty Capital Management, Inc.12,913$1.35M0.27%-4,01113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV12,910$1.35M0.4%-2613F-HRTimeline
PETRA FINANCIAL ADVISORS INC12,704$1.33M0.84%-32613F-HRTimeline
Journey Beyond Wealth, LLC12,680$1.32M1.12%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS12,551$1.31M0.48%013F-HRTimeline
Garden State Investment Advisory Servic…12,469$1.31M0.35%-8,17013F-HRTimeline
Capasso Planning Partners LLC12,472$1.3M0.74%-3,20113F-HRTimeline
D.A. DAVIDSON & CO.12,402$1.3M0.01%-3,87613F-HRTimeline
L2 Asset Management, LLC12,400$1.3M0.21%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp12,378$1.29M0.14%013F-HRTimelineGroup
Andina Capital Management, LLC12,331$1.29M0.9%-1,84613F-HRTimeline
EWA, LLC12,318$1.29M0.41%+8,38413F-HRTimeline
Cooksen Wealth, LLC12,282$1.28M1.03%+1,10813F-HRTimeline
Elmwood Wealth Management, Inc.12,270$1.28M0.51%013F-HRTimeline
Heartwood Wealth Advisors LLC12,257$1.28M0.13%-1,65613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC12,219$1.27M0.45%-2,72113F-HRTimeline
Meridian Wealth Management, LLC12,183$1.27M0.05%-2,35013F-HRTimeline
Shared Vision Wealth Group LLC12,249$1.27M0.64%+4,06113F-HRTimeline
Tortoise Investment Management, LLC12,124$1.27M0.12%-1,71113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,092$1.26M0.1%+3,23413F-HRTimeline
VestGen Advisors, LLC12,101$1.26M0.05%+3,37213F-HRTimeline
Private Wealth Asset Management, LLC12,038$1.26M0.17%+1,89713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,976$1.25M1.42%+30213F-HRTimeline
Brucke Financial, Inc.11,940$1.25M0.87%+83513F-HRTimeline
TCV Trust & Wealth Management, Inc.11,919$1.25M0.11%+1,37213F-HRTimeline
Apexium Financial, LP11,910$1.24M0.07%+98413F-HRTimeline
Gray Private Wealth, LLC11,884$1.24M0.67%+2,03113F-HRTimeline
Koshinski Asset Management, Inc.11,812$1.23M0.09%+75413F-HRTimeline
Hurlow Wealth Management Group, Inc.11,788$1.23M0.35%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC11,782$1.23M0.98%+3,34013F-HRTimeline
Archford Capital Strategies, LLC11,710$1.22M0.16%-42013F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,706$1.22M0.03%-20513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,693$1.22M0.09%+5713F-HRTimeline
Aegis Wealth Management LLC11,575$1.22M0.73%013F-HRTimeline
Haven Private, LLC11,650$1.22M0.54%-11513F-HRTimeline
RCS Financial Planning, LLC11,614$1.21M0.6%-29,63713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,609$1.21M<0.01%-6,19513F-HRTimelineGroup
Western Wealth Management, LLC11,605$1.21M0.07%-1,10313F-HRTimeline
W.H. Cornerstone Investments Inc.11,519$1.2M0.76%+1813F-HRTimeline
Jacobi Capital Management LLC11,510$1.2M0.08%-3,56113F-HRTimeline
PUREfi Wealth, LLC11,450$1.2M0.96%new13F-HRTimeline
Etesian Wealth Advisors, Inc.11,414$1.19M0.44%-3,12313F-HRTimeline
Synergy Investment Management, LLC11,384$1.19M0.72%-9,60313F-HRTimeline
Inscription Capital, LLC11,298$1.18M0.17%+76513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,289$1.18M0.06%+5,11113F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.11,275$1.18M0.73%013F-HRTimeline
McKinley Carter Wealth Services, Inc.11,268$1.18M0.07%-13,22313F-HRTimeline
Keystone Financial Services11,264$1.18M0.4%-1013F-HRTimeline
Compass Financial Group, Inc.11,212$1.17M0.59%+21913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES11,165$1.17M0.46%-1,50113F-HRTimeline
Yardley Wealth Management LLC11,157$1.17M0.64%-52113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC11,033$1.15M0.29%-55113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,009$1.15M0.14%-44913F-HRTimeline
Willis Johnson & Associates, Inc.11,001$1.15M0.08%+6,98413F-HRTimeline
OARSMAN CAPITAL, INC.11,001$1.15M0.18%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,925$1.14M0.13%-2,30113F-HRTimeline
Everhart Financial Group, Inc.10,905$1.14M0.13%-3,62513F-HRTimeline
Vertex Planning Partners, LLC10,821$1.13M0.24%+77013F-HRTimeline
Breakwater Investment Management10,807$1.13M0.44%-1,14513F-HRTimeline
Note Advisors, LLC10,737$1.12M0.78%-1,20113F-HRTimeline
Financial Partners Group, Inc10,709$1.12M0.15%-3,30813F-HRTimeline
North Forty Two & Co.10,681$1.12M1.19%013F-HRTimeline
Truepoint, Inc.10,622$1.11M0.03%new13F-HRTimeline
XY Planning Network, Inc.10,570$1.1M0.38%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,564$1.1M0.43%+1,85913F-HRTimeline
Crumly & Associates Inc.10,560$1.1M0.27%-7,12413F-HRTimeline
Howard Capital Management, LLC10,553$1.1M0.02%+1,45813F-HRTimeline
Annex Advisory Services, LLC10,508$1.1M0.03%+3,95113F-HRTimeline
Laurel Wealth Advisors LLC10,464$1.09M0.16%+71913F-HR/ATimeline
TFB Advisors LLC10,382$1.08M0.28%-1,29713F-HRTimeline
Brookwood Investment Group LLC10,365$1.08M0.17%+1,04013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,318$1.08M0.04%new13F-HRTimelineGroup
SIMA Wealth Partners, LLC10,200$1.07M0.86%+1,01613F-HRTimeline
Balance Wealth Partners LLC10,182$1.06M0.62%-4,94013F-HRTimeline