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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
SONATA CAPITAL GROUP INC21,237$2.25M0.83%+7,03713F-HRTimeline
Lineweaver Wealth Advisors, LLC21,201$2.25M0.3%+42613F-HRTimeline
SWS Partners21,095$2.24M0.55%-189,18313F-HRTimeline
Avail Investment Partners, LLC20,856$2.21M2.36%13F-HRTimeline
Claro Advisors Inc.20,729$2.2M0.27%+2,59113F-HRTimeline
Precision Wealth Strategies, LLC20,717$2.2M0.73%-2,30213F-HRTimeline
First Heartland Consultants, Inc.20,643$2.19M0.17%+13,28913F-HRTimeline
Carl P. Sherr & Co., LLC20,637$2.19M1.03%013F-HRTimeline
Chatterton & Associates Inc.20,453$2.19M1.53%+5,13013F-HRTimeline
Paladin Wealth, LLC20,414$2.17M1.49%+4,48013F-HRTimeline
SAGE FINANCIAL GROUP INC20,379$2.16M0.14%+2,29913F-HRTimeline
PHILADELPHIA TRUST CO20,289$2.15M0.15%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,280$2.15M0.05%+74113F-HR/ATimeline
KEELER & NADLER FINANCIAL PLANNING & WE…20,222$2.15M0.73%+1,54013F-HRTimeline
Financial Partners Group, Inc20,209$2.15M0.26%+3,75813F-HRTimeline
Cornerstone Wealth Management, LLC20,107$2.13M0.11%-5,06913F-HRTimeline
Asio Capital, LLC19,950$2.12M0.3%-43,27413F-HRTimeline
Lloyd Advisory Services, LLC.19,944$2.12M0.61%+19,81013F-HRTimeline
Kingdom Financial Group LLC.19,944$2.12M0.61%-176,99013F-HRTimeline
Canvas Wealth Advisors, LLC19,929$2.12M0.36%-62713F-HRTimeline
NDWM LLC19,929$2.12M1.37%+2,07213F-HRTimeline
Patton Albertson Miller Group, LLC19,774$2.1M0.25%013F-HRTimeline
Texas Capital Bank Wealth Management Se…19,542$2.07M0.12%013F-HRTimeline
Bernardo Wealth Planning LLC19,490$2.07M0.4%+28313F-HRTimeline
Maridea Wealth Management LLC19,429$2.06M0.3%-80313F-HRTimeline
PRIVATE TRUST CO NA19,415$2.06M0.18%+3,73013F-HRTimeline
SigFig Wealth Management, LLC19,277$2.05M0.06%-53413F-HRTimeline
Ballentine Partners, LLC19,263$2.04M0.03%+1,27813F-HRTimeline
Patten Group, Inc.19,235$2.04M0.35%-28913F-HRTimeline
Madison Wealth Partners, Inc19,231$2.04M0.33%+52113F-HRTimeline
Flatrock Wealth Partners LLC19,226$2.04M0.92%+5,34313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding19,088$2.03M+694Timeline
Mattson Financial Services, LLC18,976$2.01M0.48%-47813F-HRTimeline
AdvisorNet Financial, Inc18,973$2.01M0.1%+1713F-HRTimeline
TWO SIGMA SECURITIES, LLC18,943$2.01M0.23%new13F-HRTimeline
LPWM LLC18,927$2.01M0.51%-1,34913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,907$2M0.11%-30613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC18,780$1.99M0.09%+1,25913F-HRTimeline
Mutual Advisors, LLC18,737$1.99M0.04%-1,37813F-HRTimeline
FAS Wealth Partners, Inc.18,620$1.98M0.12%-1,23413F-HRTimeline
LifePlan Investment Advisors, Inc.18,339$1.95M0.76%-70713F-HRTimeline
XY Planning Network, Inc.18,247$1.94M0.31%+3,05213F-HRTimeline
LOWE BROCKENBROUGH & CO INC18,239$1.94M0.1%-76613F-HRTimeline
Advisory Alpha, LLC18,204$1.93M0.05%+3,16513F-HRTimeline
Midwest Financial Group LLC18,197$1.93M0.82%+68413F-HRTimeline
Redhawk Wealth Advisors, Inc.18,186$1.93M0.21%+5,03813F-HRTimeline
TSA Wealth Managment LLC18,175$1.93M0.62%+9,47113F-HRTimeline
NWAM LLC18,125$1.92M0.11%+4,02213F-HRTimeline
PINNACLE ASSOCIATES LTD17,930$1.9M0.02%+33613F-HRTimeline
Moss Adams Wealth Advisors LLC17,909$1.9M0.14%-2,04313F-HRTimeline
POWER WEALTH MANAGEMENT LLC17,894$1.9M0.71%-1,57413F-HRTimeline
Crumly & Associates Inc.17,885$1.9M0.4%-2,59713F-HRTimeline
Smallwood Wealth Investment Management,…17,800$1.89M1%-12013F-HRTimeline
White & Co Financial Planning Inc17,793$1.89M1.33%+1,36313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC17,715$1.88M0.54%+2,57513F-HRTimeline
United Advisor Group, LLC17,695$1.88M0.23%+2,66513F-HRTimeline
MATTERS CAPITAL LLC17,680$1.88M1.66%013F-HRTimeline
KWMG, LLC17,638$1.87M0.16%-1,05613F-HRTimeline
TBH Global Asset Management, LLC17,578$1.87M0.38%-22513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,510$1.86M0.02%-25813F-HRTimelineGroup
REGIMEN WEALTH, LLC17,493$1.86M0.54%+9213F-HRTimeline
Alhambra Investment Management LLC17,407$1.85M0.85%-313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC17,374$1.84M0.12%+1,08013F-HRTimeline
Lansing Street Advisors17,314$1.84M0.46%-83613F-HRTimeline
Main Street Financial Solutions, LLC17,207$1.83M0.13%+20213F-HRTimeline
Pearl Planning LLC17,134$1.82M0.97%-21413F-HRTimeline
FSM Wealth Advisors, LLC16,823$1.79M0.23%-75213F-HRTimeline
Tenret Co LLC16,816$1.79M0.86%013F-HRTimeline
HORAN Wealth, LLC16,752$1.78M0.17%+8,37613F-HRTimeline
Capital Investment Advisors, LLC16,782$1.78M0.03%-17513F-HR/ATimeline
Centerline Wealth Advisors, LLC16,736$1.78M0.64%new13F-HRTimeline
Cornerstone Investment Partners, LLC16,628$1.77M0.07%+32813F-HRTimeline
Breakwater Capital Group16,618$1.76M0.24%+36213F-HRTimeline
FC Advisory LLC16,580$1.76M0.51%+61213F-HRTimeline
Keystone Wealth Services, LLC16,567$1.76M0.38%+39613F-HRTimeline
Graves Light Lenhart Wealth, Inc.16,553$1.76M0.18%+713F-HRTimeline
Meridian Wealth Management, LLC16,468$1.75M0.06%-2513F-HRTimeline
TCV Trust & Wealth Management, Inc.16,446$1.75M0.15%+4,90813F-HRTimeline
Coastline Trust Co16,439$1.75M0.17%+2,67313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equita Financial Network, Inc.16,415$1.74M0.55%+7513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC16,398$1.74M0.29%+2,09313F-HRTimeline
1015 Capital Partners, LLC16,374$1.74M1.69%+70013F-HRTimeline
Sterling Financial Planning, Inc.16,349$1.74M0.51%-513F-HRTimeline
Peak Wealth Management LLC16,324$1.73M1.42%+2,79813F-HRTimeline
Hudson Oak Wealth Advisory LLC16,192$1.72M1.49%+43113F-HRTimeline
Capstone Financial Advisors, Inc.16,175$1.72M0.09%-3,06913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC16,102$1.71M0.8%-2,11813F-HRTimeline
SPINNAKER TRUST16,041$1.7M0.09%013F-HRTimeline
Pinnacle Bancorp, Inc.15,873$1.68M0.5%+2,75713F-HRTimeline
PFG Advisors15,853$1.68M0.08%-18213F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC15,818$1.68M0.61%+1,50813F-HRTimeline
CORE WEALTH ADVISORS, LLC15,794$1.68M1.29%+15813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding15,774$1.67M+4,233Timeline
FORTE ASSET MANAGEMENT LLC15,773$1.67M0.73%-86313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV15,695$1.67M0.92%-18713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC15,652$1.66M1.07%-50113F-HRTimeline
TODD ASSET MANAGEMENT LLC15,648$1.66M0.03%013F-HRTimeline
INVESTED ADVISORS15,572$1.65M1.67%+78613F-HRTimeline
TSG Advice Partners, LLC15,513$1.65M0.25%-22513F-HRTimeline
SURIENCE PRIVATE WEALTH LLC15,508$1.65M1.77%+13,38613F-HRTimeline
EWA, LLC15,458$1.64M0.37%+9,08513F-HRTimeline
Silver Grove Financial Group, Inc.15,455$1.64M1.32%+813F-HRTimeline
Hudock, Inc.15,428$1.64M0.24%-8,33513F-HRTimeline
Integrity Advisory Solutions, LLC15,364$1.63M0.22%-57413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO15,224$1.62M0.17%+4,98513F-HRTimeline
First National Bank of Mount Dora, Trus…15,072$1.6M0.35%+81313F-HRTimeline
Mill Creek Capital Advisors, LLC15,012$1.59M0.03%+1413F-HRTimeline
Cranbrook Wealth Management, LLC14,819$1.57M0.32%013F-HRTimeline
M Holdings Securities, Inc.14,780$1.57M0.11%-10213F-HRTimeline
FORONJY FINANCIAL LLC14,775$1.57M0.65%-1,09713F-HRTimeline
W ADVISORS, LLC14,720$1.56M0.8%+19513F-HRTimeline
Garner Asset Management Corp14,713$1.56M0.61%+1,91713F-HRTimeline
Vericrest Private Wealth14,710$1.56M1.4%-1,37713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,708$1.56M0.11%+16113F-HRTimeline
Rehmann Capital Advisory Group14,690$1.56M0.08%-55113F-HRTimeline
Two West Capital Advisors LLC14,435$1.55M0.82%+4,16913F-HRTimeline
Intentional Wealth Strategies, LLC14,470$1.54M1.43%13F-HRTimeline
GC Wealth Management RIA, LLC14,439$1.53M0.06%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC14,361$1.52M0.34%-1,11513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,275$1.52M0.05%+40013F-HRTimeline
Columbia Bank14,264$1.51M0.43%+91513F-HRTimeline
Ausdal Financial Partners, Inc.14,180$1.51M0.07%+95413F-HRTimeline
New Insight Wealth Advisors14,147$1.5M0.54%+3,74713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,145$1.5M0.02%+6,34913F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC14,107$1.5M0.87%-13813F-HRTimeline
LeConte Wealth Management, LLC14,079$1.49M0.97%+38313F-HRTimeline
Able Wealth Management LLC14,034$1.49M0.4%+9,37613F-HRTimeline
Retirement Wealth Solutions LLC14,019$1.49M0.94%-2,47513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,000$1.49M0.03%+3,70713F-HRTimelineGroup
Passive Capital Management, LLC.13,965$1.48M0.44%+31613F-HRTimeline
STOCK YARDS BANK & TRUST CO13,927$1.48M0.05%+1,32613F-HRTimeline
Beaumont Financial Advisors, LLC13,919$1.48M0.1%-63213F-HRTimeline
Cannon Advisors, Inc.13,899$1.48M1.09%-24113F-HRTimeline
Blue Chip Partners, LLC13,896$1.48M0.11%+9,13613F-HRTimeline
Willis Johnson & Associates, Inc.13,890$1.47M0.09%+113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.13,888$1.47M0.42%-2,26213F-HRTimeline
Dorato Capital Management13,710$1.46M1.08%+1,39413F-HRTimeline
Brady Martz Wealth Solutions, LLC13,788$1.46M0.25%+22013F-HRTimeline
Vision Retirement, LLC13,700$1.45M0.41%-5,63513F-HRTimeline
RiverFront Investment Group, LLC13,604$1.44M0.02%-17413F-HRTimeline
Cooksen Wealth, LLC13,511$1.43M1.04%+3813F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.13,510$1.43M0.82%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV13,501$1.43M0.18%+1,60513F-HRTimeline
Elk River Wealth Management LLC13,411$1.42M0.24%+8713F-HRTimeline
TPG Advisors LLC13,398$1.42M0.89%013F-HRTimeline
LexAurum Advisors, LLC13,350$1.42M0.18%13F-HRTimeline
RIVERSEDGE ADVISORS, LLC13,189$1.4M0.23%-1,71313F-HRTimeline
AlphaCore Capital LLC13,135$1.39M0.03%-2,05613F-HRTimeline
Paladin Partners, LLC13,084$1.39M1%+113F-HRTimeline
ProVise Management Group, LLC13,063$1.39M0.1%+25513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,982$1.38M0.38%+76113F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC12,961$1.38M1.11%-30013F-HRTimeline
Falcon Wealth Planning12,933$1.37M0.09%+60313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC12,795$1.36M<0.01%013F-HRTimelineGroup
Sage Financial Management Group, Inc.12,777$1.36M0.42%-7513F-HRTimeline
Koshinski Asset Management, Inc.12,770$1.36M0.08%-8713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group12,751$1.35M0.15%-2,84913F-HRTimelineGroup
Rossby Financial, LCC12,720$1.35M0.28%+10,59813F-HRTimeline
Physician Wealth Advisors, Inc.12,686$1.35M0.19%+2,20713F-HRTimeline
Northern Lights Advisors, Inc.12,625$1.34M0.91%-49513F-HRTimeline
Wealth Enhancement Trust Services, Inc.12,621$1.34M0.16%+1,20013F-HRTimeline
Argent Trust Co12,586$1.34M0.05%+9,58913F-HRTimeline
Tennessee Valley Asset Management Partn…12,522$1.33M0.18%+1,97213F-HRTimeline
Farmers National Bank12,518$1.33M0.29%+3,97013F-HRTimeline
Brown Financial Advisors12,484$1.33M0.5%+3,90113F-HRTimeline
Xena Financial Planning, LLC12,482$1.32M1.5%+56413F-HRTimeline
Eagle Strategies LLC12,461$1.32M0.16%-1,07213F-HRTimeline
Family Capital Management, Inc.12,429$1.32M0.59%+60113F-HRTimeline
Saxony Capital Management, LLC12,419$1.32M0.76%-5,11013F-HRTimeline
D.A. DAVIDSON & CO.12,391$1.32M0.01%+1,23513F-HRTimeline
ABLE Financial Group, LLC12,376$1.31M0.26%-2,24413F-HRTimeline
PUREfi Wealth, LLC12,331$1.31M0.86%+1,20813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC12,298$1.31M0.07%+2,22113F-HRTimeline
Keystone Financial Services12,226$1.3M0.38%-11813F-HRTimeline
49 WEALTH MANAGEMENT, LLC12,213$1.3M0.1%+63513F-HRTimeline
Laurel Wealth Advisors LLC12,112$1.3M0.13%+713F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.12,197$1.29M0.39%+10013F-HRTimeline
Yardley Wealth Management LLC12,116$1.29M0.66%-14213F-HRTimeline
GUIDANCE CAPITAL, INC12,023$1.28M0.29%+1,17613F-HRTimeline
Gibbs Wealth Management12,074$1.28M0.17%+3,59513F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC11,986$1.27M0.37%-54313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS11,870$1.27M0.35%-68113F-HRTimeline
Heartwood Wealth Advisors LLC11,911$1.26M0.11%-30613F-HRTimeline
Hurlow Wealth Management Group, Inc.11,778$1.25M0.3%013F-HRTimeline
Brucke Financial, Inc.11,724$1.24M0.63%+1813F-HRTimeline
Western Wealth Management, LLC11,705$1.24M0.05%+1513F-HR/ATimeline
Hamilton Wealth, LLC11,703$1.24M0.24%-4,45213F-HR/ATimeline
JUNCTURE WEALTH STRATEGIES, LLC11,617$1.23M0.41%-72513F-HRTimeline
Retirement Planning Group, LLC11,599$1.23M0.04%new13F-HRTimeline
Independence Bank of Kentucky11,597$1.23M0.16%-2013F-HRTimeline
Shared Vision Wealth Group LLC11,594$1.23M0.5%-96513F-HRTimeline
Everhart Financial Group, Inc.11,552$1.23M0.1%+14013F-HRTimeline
Godshalk Welsh Capital Management, Inc.11,550$1.23M0.71%-70013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,523$1.22M0.09%-23813F-HRTimeline
PETRA FINANCIAL ADVISORS INC11,495$1.22M0.76%-65013F-HRTimeline
LongView Wealth Management11,393$1.22M0.31%-3,67513F-HRTimeline
Elmwood Wealth Management, Inc.11,465$1.22M0.34%-75013F-HRTimeline
Brookwood Investment Group LLC11,455$1.22M0.16%+28713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,375$1.21M<0.01%+8,38813F-HRTimelineGroup
Weaver Capital Management LLC11,401$1.21M0.26%013F-HRTimeline