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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
Redhawk Wealth Advisors, Inc.10,088$1.05M0.13%+68813F-HRTimeline
Cyndeo Wealth Partners, LLC10,076$1.05M0.06%new13F-HRTimeline
Whitegate Investment Counselors, Inc.10,060$1.05M0.36%-23,26013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,035$1.05M0.04%-2,50013F-HRTimeline
Carl P. Sherr & Co., LLC10,031$1.05M0.53%-93013F-HRTimeline
LongView Wealth Management10,022$1.05M0.32%-1,73013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,000$1.04M0.16%013F-HRTimeline
Carr Financial Group Corp10,000$1.04M0.31%new13F-HRTimeline
Davis Wealth Advisors, LLC9,982$1.04M1.11%+18313F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…9,960$1.04M0.06%new13F-HRTimeline
Midwestern Financial, LLC /IA9,953$1.04M0.98%13F-HRTimeline
WEBSTER BANK, N. A.9,952$1.04M0.11%013F-HRTimeline
Verdence Capital Advisors LLC9,933$1.04M0.07%+7313F-HRTimeline
Flagship Private Wealth, LLC9,923$1.04M0.44%-1,95113F-HR/ATimeline
Stonebridge Capital Advisors LLC9,868$1.03M0.08%-15013F-HRTimeline
HMS Capital Management, LLC9,867$1.03M0.46%+51313F-HRTimeline
LJI Wealth Management, LLC9,848$1.03M0.18%-7,53913F-HRTimeline
Veracity Capital LLC9,798$1.02M0.36%+4,47113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,796$1.02M0.53%013F-HRTimeline
IBEX WEALTH ADVISORS9,760$1.02M0.11%-51413F-HRTimeline
ROGCO, LP9,727$1.02M0.38%+1,03113F-HRTimeline
Larson Financial Group LLC9,715$1.02M0.04%+1,23913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…9,668$1.01M0.4%+2,44813F-HRTimeline
Family Capital Management, Inc.9,654$1.01M0.53%+32313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,598$1M0.12%-1,49513F-HRTimeline
Physician Wealth Advisors, Inc.9,580$1M0.16%+2,34713F-HRTimeline
Qube Research & Technologies Ltd9,579$1M<0.01%+8513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,547$997K<0.01%+1,62313F-HR/ATimelineGroup
Bowman & Co S.C.9,545$997K0.44%-12,66213F-HRTimeline
DAVENPORT & Co LLC9,516$994K0.01%-20413F-HRTimeline
MainStreet Investment Advisors LLC9,483$991K0.14%+16313F-HRTimeline
ForthRight Wealth Management, LLC9,442$986K0.31%-5,29813F-HRTimeline
Bristlecone Advisors, LLC9,431$985K0.08%-2,51413F-HRTimeline
Bangor Savings Bank9,374$979K0.09%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC9,366$979K0.17%-2,73513F-HRTimeline
Sepio Capital, LP9,356$978K0.07%-1,88713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…9,351$977K0.27%+33413F-HRTimelineGroup
Code Waechter LLC9,324$974K0.69%-2,80013F-HRTimeline
ROMANO BROTHERS AND COMPANY9,266$968K0.12%+1613F-HRTimeline
Everest Private Wealth9,245$966K0.69%new13F-HRTimeline
Heritage Investment Group, Inc.9,218$963K0.17%new13F-HRTimeline
Wilmington Savings Fund Society, FSB9,204$962K0.02%+2,58113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,232$962K0.04%-3,19813F-HRTimelineGroup
Twele Capital Management, Inc.9,193$961K0.19%+49313F-HRTimeline
HBK Sorce Advisory LLC9,193$960K0.03%+1,32913F-HRTimeline
Capital Advisors, Ltd. LLC9,156$957K0.12%-25413F-HRTimeline
Bordeaux Wealth Advisors LLC9,127$954K0.12%-33913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC9,048$945K0.45%new13F-HRTimeline
Bond & Devick Financial Network, Inc.9,033$944K0.31%-3,28813F-HRTimeline
Nilsine Partners, LLC8,967$937K0.09%-4013F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,905$930K0.35%-92113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,891$929K0.09%-12613F-HRTimelineGroup
Roundview Capital LLC8,876$927K0.06%-13013F-HRTimeline
Sowell Financial Services LLC8,845$924K0.04%-1,00913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,834$923K0.23%13F-HRTimeline
Stone Summit Wealth LLC8,816$921K0.29%-2,86013F-HRTimeline
Strategic Investment Advisors / MI8,812$921K0.09%-47413F-HRTimeline
Wealth Advisors of Iowa, LLC8,793$919K0.34%-69313F-HRTimeline
Elios Financial Group Inc.8,784$918K0.42%-9513F-HRTimeline
Cyr Financial Inc.8,753$915K0.71%+9113F-HRTimeline
W ADVISORS, LLC8,654$904K0.52%-17913F-HRTimeline
Wingate Wealth Advisors, Inc.8,572$896K0.8%-16713F-HRTimeline
Trivium Point Advisory, LLC8,546$893K0.1%-73413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,537$892K0.1%-50013F-HRTimeline
Compass Wealth Management, LLC/GA8,508$889K0.48%13F-HRTimeline
EHRLICH FINANCIAL GROUP8,477$886K0.57%-25313F-HRTimeline
DecisionMap Wealth Management, LLC8,390$877K0.6%-1613F-HRTimeline
4J Wealth Management LLC8,337$871K0.59%-53413F-HRTimeline
TSFG, LLC8,329$870K0.16%-2,80613F-HRTimeline
Exchange Capital Management, Inc.8,324$870K0.13%-7013F-HRTimeline
Spectrum Investment Advisors, Inc.8,304$868K0.5%+4513F-HRTimeline
Paladin Wealth, LLC8,287$866K0.67%+5,14413F-HRTimeline
Westshore Wealth, LLC8,278$865K0.33%+3,35613F-HRTimeline
Laird Norton Wetherby Wealth Management…8,262$863K0.04%13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…8,241$859K0.55%+17313F-HRTimeline
L.K. Benson & Company, P.C.8,200$857K0.53%013F-HRTimeline
Certified Advisory Corp8,146$851K0.09%-33613F-HRTimeline
Glenview Trust Co8,145$851K0.01%-1,25213F-HRTimeline
CoreCap Advisors, LLC8,085$845K0.03%-2913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,011$837K0.04%-5,05213F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC8,010$837K0.27%+75013F-HRTimeline
Greykasell Wealth Strategies, Inc.8,008$837K0.4%-50213F-HRTimeline
FIDELITY D & D BANCORP INC8,000$836K0.51%-8,98613F-HRTimeline
B. Riley Wealth Advisors, Inc.7,985$834K0.04%-3,89513F-HRTimeline
Keel Point, LLC7,926$828K0.05%-48813F-HRTimeline
PFG Investments, LLC7,919$827K0.05%+51613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,910$826K0.13%013F-HRTimeline
Members Trust Co7,900$825K0.03%013F-HRTimeline
JNBA Financial Advisors7,889$824K0.08%-3,60913F-HRTimeline
SeaBridge Investment Advisors LLC7,880$823K0.15%-3,24813F-HRTimeline
Values Added Financial LLC7,880$823K0.4%+1,53113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,872$822K0.04%013F-HRTimeline
Lion Street Advisors, LLC7,872$822K0.25%+53813F-HRTimeline
Wealth Alliance Advisory Group, LLC7,823$817K0.16%+58013F-HRTimeline
Crews Bank & Trust7,800$815K0.13%013F-HRTimeline
Smith Anglin Financial, LLC7,797$815K0.07%+3213F-HRTimeline
Curi Capital, LLC7,797$815K0.02%+3,20713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,789$814K0.06%+90813F-HR/ATimeline
LifeGoal Investments, LLC7,772$812K0.77%-63213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,653$800K0.06%+4913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,626$797K0.03%-1,10713F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC7,622$796K0.06%-2813F-HRTimeline
Global Wealth Management Investment Adv…7,614$796K0.15%-2,86513F-HRTimeline
DUNCKER STREETT & CO INC7,595$794K0.14%-1,20013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,555$789K0.06%+3,70313F-HRTimeline
PBMares Wealth Management LLC7,473$781K0.14%+2513F-HRTimeline
Accredited Investors Inc.7,471$781K0.05%-19613F-HRTimeline
Freedom Investment Management, Inc.7,434$777K0.06%-21313F-HRTimeline
OLD NATIONAL BANCORP /IN/7,413$775K0.01%-74713F-HRTimeline
LeConte Wealth Management, LLC7,408$774K0.52%+4,48313F-HRTimeline
Advocacy Wealth Management, LLC7,397$773K0.05%013F-HRTimeline
Syntegra Private Wealth Group, LLC7,367$770K0.08%-15113F-HRTimeline
Edgemoor Investment Advisors, Inc.7,363$769K0.07%-2,50013F-HRTimeline
James J. Burns & Company, LLC7,352$768K0.13%-13,53713F-HRTimeline
Camarda Financial Advisors, LLC7,331$766K0.3%+71413F-HRTimeline
Shotwell Rutter Baer Inc7,326$764K0.52%-3413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,272$760K<0.01%-23513F-HRTimelineGroup
Affiance Financial, LLC7,259$758K0.15%+48913F-HRTimeline
FF Advisors,LLC7,234$756K0.39%-6513F-HRTimeline
Independence Bank of Kentucky7,231$755K0.11%+50013F-HRTimeline
Two West Capital Advisors LLC7,288$755K0.49%+3,22413F-HRTimeline
Peregrine Asset Advisers, Inc.7,225$755K0.24%-2213F-HRTimeline
Eley Financial Management, Inc7,221$754K0.29%013F-HRTimeline
Investments & Financial Planning, LLC7,197$752K0.43%-11813F-HRTimeline
GeoWealth Management, LLC7,178$750K0.03%-1,88513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC7,136$746K0.03%013F-HRTimeline
Pathway Financial Advisors LLC7,132$745K0.11%+2,59213F-HRTimeline
Envision Financial LLC7,126$745K0.5%+1,46913F-HRTimeline
Ballentine Capital Advisors, Inc7,123$744K0.35%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,115$743K0.04%-14313F-HRTimeline
Wealthspire Retirement, LLC7,096$741K0.05%+3,33113F-HRTimeline
WHITTIER TRUST CO7,080$740K0.01%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,070$739K0.14%-1,59013F-HRTimeline
STEVENS CAPITAL PARTNERS7,069$735K0.26%new13F-HRTimeline
Altiora Financial Group, LLC7,028$734K0.14%+35013F-HRTimeline
Summit Financial Wealth Advisors, LLC6,982$729K0.13%013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,958$727K0.32%new13F-HRTimeline
Richmond Investment Services, LLC6,941$725K0.15%new13F-HRTimeline
TCP Asset Management, LLC6,929$724K0.14%-10713F-HRTimeline
LANARK FINANCIAL, INC.6,909$721K0.06%+69513F-HRTimeline
Flaharty Asset Management, LLC6,877$719K0.1%013F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,875$718K0.01%new13F-HRTimelineGroup
Rockbridge Investment Management, LCC6,874$718K0.08%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV6,873$718K0.1%new13F-HRTimeline
Kagan Cocozza Asset Management6,862$717K0.55%+10913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,860$717K0.05%+30213F-HRTimeline
49 WEALTH MANAGEMENT, LLC6,859$717K0.08%+3,45913F-HRTimeline
New Insight Wealth Advisors6,855$716K0.29%+4,92413F-HRTimeline
COUNTRY CLUB BANK6,860$716K0.05%-59513F-HRTimeline
Valtrion Capital Management, LLC6,848$715K0.86%+2013F-HRTimeline
1ST SOURCE BANK6,846$715K0.04%+83613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,844$715K0.06%+1,28713F-HRTimeline
KEYVANTAGE WEALTH, LLC6,844$715K0.32%-2,42813F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP6,849$714K0.12%-27113F-HRTimeline
Kelly Financial Services LLC6,824$713K0.21%+4,26513F-HRTimeline
NTV Asset Management LLC6,816$712K0.09%013F-HRTimeline
Paragon Capital Management Ltd6,787$709K0.13%+3,33213F-HRTimeline
Financial Sense Advisors, Inc.6,746$705K0.17%-20513F-HRTimeline
Magnus Financial Group LLC6,699$700K0.06%-2,83813F-HRTimeline
SeaCrest Wealth Management, LLC6,674$697K0.08%-18013F-HRTimeline
Paulson Wealth Management Inc.6,651$695K0.18%-19,75913F-HRTimeline
MorganRosel Wealth Management, LLC6,644$694K0.19%-2,36513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,618$691K0.23%+1,85313F-HR/ATimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …6,582$688K0.22%-1,29213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,530$682K0.05%+1,12513F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/6,527$682K0.58%+1113F-HRTimeline
SMITH, MOORE & CO.6,499$679K0.06%+3113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding6,495$679K-3,610Timeline
Discipline Wealth Solutions, LLC6,423$671K0.26%+2,72913F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.6,357$664K0.22%013F-HRTimeline
Spinnaker Investment Group, LLC6,309$659K0.15%+1,28313F-HRTimeline
Cherry Tree Wealth Management, LLC6,308$659K0.15%-2,95313F-HRTimeline
ARRIEN INVESTMENTS, INC.6,283$656K0.41%-2,13513F-HRTimeline
Aspen Wealth Strategies, LLC6,249$653K0.39%-96413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,215$648K0.09%-25913F-HRTimelineGroup
UMB Bank, n.a.6,184$646K0.01%+4,67213F-HR/ATimeline
Hiley Hunt Wealth Management6,165$643K0.32%-713F-HRTimeline
Columbia River Financial Group, LLC6,159$641K0.41%-36213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,121$639K0.04%-2,10713F-HRTimelineGroup
Smith Thornton Advisors LLC6,095$637K0.37%-42513F-HRTimeline
Heritage Family Offices, LLP6,029$634K0.32%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,060$633K0.09%013F-HRTimelineGroup
Alta Wealth Advisors LLC6,038$631K0.3%+813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,036$631K0.07%new13F-HRTimelineGroup
Weaver Capital Management LLC6,028$630K0.16%+39313F-HRTimeline
CFO4Life Group, LLC5,912$618K0.1%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,910$617K-1,148Timeline
Rialto Wealth Management, LLC5,883$615K0.17%+16413F-HRTimeline
RAM Investment Partners, LLC5,850$611K0.13%-213F-HRTimeline
Invst, LLC5,846$611K0.08%+95613F-HRTimeline
Continuum Advisory, LLC5,840$610K0.07%-1,62313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,817$608K0.43%+2513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC5,795$605K0.41%+5913F-HRTimeline
BlueStem Wealth Partners, LLC5,791$605K0.07%+1,19513F-HRTimeline
Certus Wealth Management, LLC5,785$604K0.39%-3,98013F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,763$602K0.05%-34713F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,759$602K0.01%+1,72013F-HRTimeline
Falcon Wealth Planning5,717$597K0.06%+2,73913F-HRTimeline
Haverford Trust Co5,700$596K0.01%+18513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5,696$594K0.14%-6,79213F-HRTimelineGroup