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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
Professional Financial Advisors, LLC20,623$2.2M0.46%+1,29013F-HRTimeline
PHILADELPHIA TRUST CO20,554$2.19M0.15%013F-HRTimeline
Crumly & Associates Inc.20,364$2.17M0.47%+9,80413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,282$2.16M0.01%-10,41113F-HRTimelineGroup
First International Bank & Trust20,206$2.15M0.75%+20013F-HRTimeline
MAI Capital Management20,190$2.15M0.01%-1,38413F-HRTimeline
SAGE FINANCIAL GROUP INC20,083$2.14M0.15%+1,82113F-HRTimeline
Maridea Wealth Management LLC19,857$2.13M0.33%+1,51313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,024$2.13M0.13%-2813F-HRTimeline
Accurate Wealth Management, LLC19,712$2.11M0.28%-1,84013F-HRTimeline
POWER WEALTH MANAGEMENT LLC19,730$2.1M0.77%-4,08313F-HRTimeline
Kings Path Partners LLC19,705$2.1M0.77%+1,96313F-HRTimeline
Detalus Advisors, LLC19,683$2.1M0.54%-4,08613F-HRTimeline
Patton Albertson Miller Group, LLC19,552$2.08M0.25%-25013F-HRTimeline
Texas Capital Bank Wealth Management Se…19,542$2.08M0.17%+6,14213F-HRTimeline
THEORY FINANCIAL LLC19,287$2.07M0.73%-2,40413F-HRTimeline
Checchi Capital Advisers, LLC19,346$2.06M0.14%+2,74513F-HRTimeline
Aspen Wealth Management LLC19,330$2.06M0.46%-1,55913F-HRTimeline
Madison Wealth Partners, Inc19,223$2.05M0.4%+1,84713F-HRTimeline
SigFig Wealth Management, LLC19,127$2.04M0.06%-5,19113F-HRTimeline
Mutual Advisors, LLC18,859$2.03M0.04%+88513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC18,998$2.02M0.09%-2,51613F-HRTimeline
Greenspring Advisors, LLC18,993$2.02M0.36%13F-HRTimeline
NDWM LLC18,976$2.02M1.37%+3,16813F-HRTimeline
Capstone Financial Advisors, Inc.18,964$2.02M0.11%+23613F-HRTimeline
Lansing Street Advisors18,799$2M0.53%+3,32213F-HRTimeline
Grey Fox Wealth Advisors, LLC18,564$1.98M0.4%+1,00813F-HRTimeline
Rehmann Capital Advisory Group18,526$1.97M0.11%+69813F-HRTimeline
WCG Wealth Advisors LLC18,406$1.96M0.12%new13F-HRTimeline
FAS Wealth Partners, Inc.18,248$1.94M0.13%+93113F-HRTimeline
SMART Wealth LLC18,237$1.94M0.73%+1,12013F-HRTimeline
Modern Wealth Management, LLC18,188$1.94M0.04%+1,37613F-HRTimeline
Lineweaver Wealth Advisors, LLC18,144$1.93M0.28%+1,00013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/18,111$1.93M0.76%+13,11113F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC18,026$1.92M0.93%+40513F-HRTimeline
Gen-Wealth Partners Inc17,987$1.92M0.65%-4,01313F-HRTimeline
TBH Global Asset Management, LLC17,955$1.91M0.37%new13F-HRTimeline
LifePlan Investment Advisors, Inc.17,858$1.9M0.8%+17013F-HRTimeline
LOWE BROCKENBROUGH & CO INC17,851$1.9M0.1%-3,26113F-HRTimeline
AdvisorNet Financial, Inc17,675$1.88M0.11%-2,81513F-HRTimeline
Running Point Capital Advisors, LLC17,482$1.86M0.5%+71613F-HRTimeline
DORVAL Corp17,366$1.85M0.61%+1,86813F-HRTimeline
Ballentine Partners, LLC17,311$1.84M0.03%+6513F-HRTimeline
REGIMEN WEALTH, LLC17,223$1.83M0.54%+13613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC17,121$1.82M0.61%+6,55713F-HRTimeline
Main Street Financial Solutions, LLC17,114$1.82M0.12%-2,18913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,028$1.81M0.04%+1,91813F-HRTimeline
Capital Investment Advisors, LLC16,961$1.81M0.03%+51413F-HRTimeline
J.W. COLE ADVISORS, INC.16,958$1.81M0.03%+2,24813F-HRTimeline
Keystone Wealth Services, LLC16,896$1.8M0.39%-9913F-HRTimeline
Bernardo Wealth Planning LLC16,818$1.79M0.35%+81313F-HRTimeline
Equita Financial Network, Inc.16,795$1.79M0.6%-1,21813F-HRTimeline
SOL Capital Management CO16,765$1.78M0.16%-2,97513F-HRTimeline
CV Advisors LLC16,740$1.78M0.49%+1,88813F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,676$1.78M0.85%-25213F-HRTimeline
Retirement Wealth Solutions LLC16,656$1.77M1.17%-4,47913F-HRTimeline
Alhambra Investment Management LLC16,631$1.77M0.84%-5,34113F-HRTimeline
Graves Light Lenhart Wealth, Inc.16,546$1.76M0.2%-10813F-HRTimeline
Cornerstone Investment Partners, LLC16,531$1.76M0.07%-55413F-HRTimeline
Sterling Financial Planning, Inc.16,502$1.76M0.55%-77613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC16,463$1.75M0.42%+44313F-HRTimeline
Synergy Investment Management, LLC16,430$1.75M0.67%+5,04613F-HRTimeline
White & Co Financial Planning Inc16,430$1.75M1.32%+1,30213F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC16,420$1.75M1.4%-1,70013F-HRTimeline
PINNACLE ASSOCIATES LTD16,211$1.73M0.02%+3,15013F-HRTimeline
Breakwater Capital Group16,180$1.72M0.25%+8213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC16,148$1.72M1.18%+5013F-HRTimeline
SPINNAKER TRUST16,041$1.71M0.09%013F-HRTimeline
CROBAN15,982$1.7M1.13%-1,76413F-HRTimeline
RIVERSEDGE ADVISORS, LLC15,932$1.7M0.28%-55613F-HRTimeline
UNITED BANK15,932$1.7M0.2%+67313F-HRTimeline
Cannon Advisors, Inc.15,607$1.68M1.13%-1,43913F-HRTimeline
Claro Advisors Inc.15,755$1.68M0.24%+1,49213F-HRTimeline
Advisory Alpha, LLC15,716$1.67M0.05%+88713F-HRTimeline
FC Advisory LLC15,686$1.67M0.49%+2,06613F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP15,624$1.66M0.28%+8,77513F-HRTimeline
Apex Wealth Management, LLC15,557$1.66M1.18%+13,46013F-HRTimeline
FLP Wealth Management, LLC15,529$1.65M4.66%-2,27513F-HR/ATimeline
COLTON GROOME FINANCIAL ADVISORS, LLC15,415$1.64M0.5%+1,22513F-HRTimeline
Mattson Financial Services, LLC15,358$1.64M0.39%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC15,330$1.63M0.11%+10113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,290$1.63M0.1%+3,19813F-HRTimeline
Beaumont Financial Advisors, LLC15,212$1.62M0.11%-17113F-HRTimeline
VestGen Advisors, LLC15,177$1.62M0.05%+3,07613F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…15,130$1.61M0.23%-5413F-HRTimelineGroup
Factor Wealth Management LTD15,122$1.61M0.4%-1,18613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,084$1.61M0.09%+4013F-HRTimeline
AlphaCore Capital LLC15,078$1.61M0.05%+113F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …15,001$1.6M0.11%+2113F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC14,996$1.6M0.54%-1,03013F-HRTimeline
PRIVATE TRUST CO NA14,977$1.59M0.14%-3,19413F-HRTimeline
ABLE Financial Group, LLC14,888$1.59M0.34%-10,60113F-HRTimeline
Mill Creek Capital Advisors, LLC14,869$1.58M0.03%-1,62713F-HRTimeline
Silver Grove Financial Group, Inc.14,844$1.58M1.5%13F-HRTimeline
Cranbrook Wealth Management, LLC14,819$1.58M0.32%013F-HRTimeline
Mach-1 Financial Group, LLC14,757$1.57M0.25%new13F-HRTimeline
Integrity Advisory Solutions, LLC14,757$1.57M0.25%13F-HRTimeline
Brady Martz Wealth Solutions, LLC14,710$1.57M0.28%-32513F-HRTimeline
Midwest Financial Group LLC14,575$1.55M0.74%+28913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV14,424$1.54M0.42%+1,51413F-HRTimeline
Cooksen Wealth, LLC14,383$1.53M1.14%+2,10113F-HRTimeline
SONATA CAPITAL GROUP INC14,255$1.52M0.56%-7513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group14,200$1.51M0.18%-2,23113F-HRTimelineGroup
Columbia Bank14,019$1.5M0.42%-5,02513F-HRTimeline
Strategic Wealth Partners, Ltd.14,086$1.5M0.11%+11,00613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…14,027$1.49M0.55%+4,35913F-HRTimeline
United Advisor Group, LLC14,022$1.49M0.2%+31013F-HRTimeline
Tenret Co LLC14,016$1.49M0.77%+34513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC13,831$1.47M0.87%+2,04913F-HRTimeline
RiverFront Investment Group, LLC13,778$1.47M0.03%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC13,773$1.47M0.23%+4,40713F-HRTimeline
First National Bank of Mount Dora, Trus…13,752$1.46M0.32%-37413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT13,667$1.46M0.1%-13213F-HRTimeline
Ausdal Financial Partners, Inc.13,664$1.46M0.07%+49913F-HRTimeline
Passive Capital Management, LLC.13,635$1.45M0.47%-39,53113F-HRTimeline
Investment Planning Advisors, Inc.13,583$1.45M0.45%+10013F-HRTimeline
FORONJY FINANCIAL LLC13,553$1.44M0.63%-40613F-HRTimeline
Rooted Wealth Advisors, Inc.13,529$1.44M0.44%-15213F-HRTimeline
Hamilton Wealth, LLC13,427$1.43M0.3%-3,47713F-HRTimeline
HMS Capital Management, LLC13,408$1.43M0.6%+3,54113F-HRTimeline
TPG Advisors LLC13,398$1.43M0.94%-4,47313F-HRTimeline
Meridian Wealth Management, LLC13,351$1.42M0.05%+1,16813F-HRTimeline
Sage Financial Management Group, Inc.13,272$1.41M0.45%-7113F-HRTimeline
Willis Johnson & Associates, Inc.13,155$1.4M0.09%+2,15413F-HRTimeline
Eagle Strategies LLC13,112$1.4M0.19%+6813F-HRTimeline
Sequent Planning LLC13,098$1.39M0.4%+9,82113F-HRTimeline
Scissortail Wealth Management, LLC13,071$1.39M0.3%-1,13913F-HRTimeline
PETRA FINANCIAL ADVISORS INC13,069$1.39M0.81%+36513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC13,032$1.39M0.19%-6,44213F-HRTimeline
Redhawk Wealth Advisors, Inc.12,992$1.38M0.16%+2,90413F-HRTimeline
ProVise Management Group, LLC12,900$1.37M0.1%-2513F-HRTimeline
Pinnacle Bancorp, Inc.12,899$1.37M0.41%-52613F-HRTimeline
MYECFO, LLC12,753$1.36M0.62%-45013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC12,727$1.36M0.32%+1,69413F-HRTimeline
Engineers Gate Manager LP12,714$1.35M0.02%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,677$1.35M0.42%new13F-HRTimeline
PFG Advisors12,676$1.35M0.06%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC12,644$1.35M0.44%+42513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS12,551$1.34M0.42%013F-HRTimeline
Oak Wealth Advisors LLC12,468$1.33M0.77%-1,84313F-HRTimeline
D.A. DAVIDSON & CO.12,428$1.32M0.01%+2613F-HRTimeline
Yardley Wealth Management LLC12,268$1.31M0.73%+1,11113F-HRTimeline
Financial Partners Group, Inc12,267$1.31M0.16%+1,55813F-HRTimeline
RCS Financial Planning, LLC12,247$1.3M0.58%+63313F-HRTimeline
Heartwood Wealth Advisors LLC12,237$1.3M0.12%-2013F-HRTimeline
M Holdings Securities, Inc.12,237$1.3M0.28%new13F-HRTimeline
Elmwood Wealth Management, Inc.12,215$1.3M0.46%-5513F-HRTimeline
Koshinski Asset Management, Inc.12,191$1.3M0.09%+37913F-HRTimeline
Keystone Financial Services12,115$1.29M0.4%+85113F-HRTimeline
Inscription Capital, LLC12,100$1.29M0.14%+80213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,086$1.29M0.06%+79713F-HRTimelineGroup
Wealthstar Advisors, LLC12,082$1.29M0.51%-2,16313F-HRTimeline
Brucke Financial, Inc.11,921$1.28M0.75%-1913F-HRTimeline
Independence Bank of Kentucky12,029$1.28M0.16%+4,79813F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV11,896$1.27M0.16%+5,02313F-HRTimeline
Archford Capital Strategies, LLC11,890$1.27M0.15%+18013F-HRTimeline
Vertex Planning Partners, LLC11,884$1.27M0.24%+1,06313F-HRTimeline
Apexium Financial, LP11,826$1.26M0.06%-8413F-HRTimeline
Private Wealth Asset Management, LLC11,794$1.26M0.15%-24413F-HRTimeline
Hurlow Wealth Management Group, Inc.11,788$1.26M0.33%013F-HRTimeline
OLD NATIONAL BANCORP /IN/11,776$1.25M0.02%+4,36313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,751$1.25M<0.01%+2,20413F-HRTimelineGroup
Bowman & Co S.C.11,680$1.24M0.52%+2,13513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,673$1.24M0.08%-2013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC11,650$1.24M0.21%-10,08213F-HRTimeline
TCV Trust & Wealth Management, Inc.11,638$1.24M0.1%-28113F-HRTimeline
LeConte Wealth Management, LLC11,616$1.24M0.83%+4,20813F-HRTimeline
Spinnaker Investment Group, LLC11,576$1.23M0.23%+5,26713F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC11,572$1.23M0.53%+2,52413F-HRTimeline
Andina Capital Management, LLC11,566$1.23M0.7%-76513F-HRTimeline
STOCK YARDS BANK & TRUST CO11,491$1.22M0.04%-4,17213F-HRTimeline
Allen Capital Group, LLC11,413$1.22M0.12%+6,26513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,412$1.22M0.06%+5,29113F-HRTimelineGroup
Weaver Capital Management LLC11,401$1.21M0.26%+5,37313F-HRTimeline
Laurel Wealth Advisors LLC11,380$1.21M0.17%+91613F-HRTimeline
Godshalk Welsh Capital Management, Inc.11,275$1.2M0.69%013F-HRTimeline
BRIGHTON JONES LLC11,263$1.2M0.03%+7,63613F-HRTimeline
Everhart Financial Group, Inc.11,248$1.2M0.12%+34313F-HRTimeline
Tortoise Investment Management, LLC11,248$1.2M0.11%-87613F-HRTimeline
LexAurum Advisors, LLC11,235$1.2M0.17%+6,10713F-HRTimeline
HARBOUR INVESTMENTS, INC.11,148$1.19M0.03%-5,24513F-HRTimeline
LongView Wealth Management11,117$1.18M0.32%+1,09513F-HRTimeline
Shared Vision Wealth Group LLC11,002$1.18M0.5%-1,24713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC11,101$1.18M0.57%-3,99313F-HRTimeline
Twele Capital Management, Inc.11,078$1.18M0.22%+1,88513F-HRTimeline
Haven Private, LLC11,040$1.18M0.52%-61013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,039$1.18M1.16%-93713F-HRTimeline
Capasso Planning Partners LLC11,009$1.17M0.73%-1,46313F-HRTimeline
Etesian Wealth Advisors, Inc.10,967$1.17M0.39%-44713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,009$1.15M0.14%013F-HRTimeline
OARSMAN CAPITAL, INC.10,781$1.15M0.16%-22013F-HRTimeline
North Forty Two & Co.10,781$1.15M1.12%+10013F-HRTimeline
CoreCap Advisors, LLC10,743$1.14M0.04%+2,65813F-HRTimeline
Tennessee Valley Asset Management Partn…10,736$1.14M0.16%new13F-HRTimeline
Affiance Financial, LLC10,720$1.14M0.21%+3,46113F-HRTimeline
ROGCO, LP10,706$1.14M0.4%+97913F-HRTimeline
KM Capital Management Ltd.10,683$1.14M0.53%+5,92013F-HRTimeline
Compass Financial Group, Inc.10,674$1.14M0.51%-53813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,635$1.13M0.04%+60013F-HRTimeline
New Insight Wealth Advisors10,529$1.12M0.42%+3,67413F-HRTimeline