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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
Howard Capital Management, LLC10,519$1.12M0.01%-3413F-HRTimeline
Olde Wealth Management, LLC10,435$1.12M0.35%13F-HRTimeline
Truepoint, Inc.10,505$1.12M0.03%-11713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,447$1.11M0.06%+12913F-HRTimelineGroup
PUREfi Wealth, LLC10,406$1.11M0.85%-1,04413F-HRTimeline
XY Planning Network, Inc.10,570$1.1M0.38%013F-HRTimeline
Family Capital Management, Inc.10,306$1.1M0.52%+65213F-HRTimeline
Paladin Wealth, LLC10,296$1.1M0.8%+2,00913F-HRTimeline
SIMA Wealth Partners, LLC10,200$1.09M0.83%013F-HRTimeline
Verdence Capital Advisors LLC10,089$1.09M0.06%+15613F-HRTimeline
Western Wealth Management, LLC10,181$1.08M0.06%-1,42413F-HRTimeline
Note Advisors, LLC10,180$1.08M0.64%-55713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp10,163$1.08M0.11%-2,21513F-HRTimelineGroup
Physician Wealth Advisors, Inc.10,136$1.08M0.15%+55613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,062$1.07M0.01%-5,39913F-HRTimelineGroup
Two West Capital Advisors LLC9,947$1.07M0.65%+2,65913F-HRTimeline
Midwestern Financial, LLC /IA10,033$1.07M0.92%+8013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,000$1.06M0.15%013F-HRTimeline
Carr Financial Group Corp10,000$1.06M0.29%013F-HRTimeline
Journey Beyond Wealth, LLC10,000$1.06M0.88%-2,68013F-HRTimeline
MainStreet Investment Advisors LLC9,985$1.06M0.14%+50213F-HRTimeline
WEBSTER BANK, N. A.9,952$1.06M0.1%013F-HRTimeline
Balance Wealth Partners LLC9,938$1.06M0.26%-24413F-HRTimeline
Flagship Private Wealth, LLC9,921$1.06M0.42%-213F-HRTimeline
Davis Wealth Advisors, LLC9,909$1.06M0.95%-7313F-HRTimeline
Stonebridge Capital Advisors LLC9,868$1.05M0.07%013F-HRTimeline
Bangor Savings Bank9,830$1.05M0.09%+45613F-HRTimeline
Cyndeo Wealth Partners, LLC9,800$1.04M0.06%-27613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,796$1.04M0.5%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD9,752$1.04M0.69%-4,35213F-HRTimeline
Forefront Wealth Partners, LLC9,649$1.03M0.26%-9,06213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…9,635$1.03M0.28%+28413F-HRTimelineGroup
Cyr Financial Inc.9,624$1.02M0.7%+87113F-HRTimeline
Code Waechter LLC9,454$1.01M0.66%+13013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,469$1.01M0.08%+2,62513F-HRTimeline
Brookwood Investment Group LLC9,429$1M0.13%-93613F-HRTimeline
ForthRight Wealth Management, LLC9,337$994K0.29%-10513F-HRTimeline
Capital Advisors, Ltd. LLC9,287$989K0.11%+13113F-HRTimeline
Keel Point, LLC9,278$988K0.06%+1,35213F-HRTimeline
Qube Research & Technologies Ltd9,273$987K<0.01%-30613F-HRTimeline
ROMANO BROTHERS AND COMPANY9,266$987K0.11%013F-HRTimeline
Advocacy Wealth Management, LLC9,227$983K0.04%+1,83013F-HRTimeline
Heritage Investment Group, Inc.9,218$982K0.16%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,198$979K0.01%-3,90713F-HRTimelineGroup
Centurion Wealth Management LLC9,190$979K0.22%+4,45513F-HRTimeline
Falcon Wealth Planning9,147$974K0.09%+3,43013F-HRTimeline
DAVENPORT & Co LLC9,140$973K0.01%-37613F-HRTimeline
Soltis Investment Advisors LLC9,130$972K0.07%+3,54213F-HRTimeline
Sepio Capital, LP9,128$972K0.06%-22813F-HRTimeline
TFB Advisors LLC9,013$964K0.28%-1,36913F-HRTimeline
Bond & Devick Financial Network, Inc.9,021$961K0.29%-1213F-HRTimeline
IBEX WEALTH ADVISORS8,940$952K0.09%-82013F-HRTimeline
DecisionMap Wealth Management, LLC8,926$951K0.61%+53613F-HRTimeline
Veracity Capital LLC8,925$950K0.31%-87313F-HRTimeline
Roundview Capital LLC8,876$945K0.06%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC8,862$944K0.22%-4,75913F-HRTimeline
B. Riley Wealth Advisors, Inc.8,824$940K0.05%+83913F-HRTimeline
Nilsine Partners, LLC8,792$936K0.08%-17513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,779$935K0.1%-2,14613F-HRTimeline
Global Wealth Management Investment Adv…8,765$933K0.16%+1,15113F-HRTimeline
MGO ONE SEVEN LLC8,745$931K0.02%+4,76313F-HRTimeline
Crews Bank & Trust8,700$926K0.14%+90013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,634$919K0.28%+62413F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,613$917K0.31%-29213F-HRTimeline
Wingate Wealth Advisors, Inc.8,607$917K0.63%+3513F-HRTimeline
L.K. Benson & Company, P.C.8,567$912K0.49%+36713F-HRTimeline
W ADVISORS, LLC8,520$907K0.48%-13413F-HRTimeline
Envision Financial LLC8,458$901K0.52%+1,33213F-HRTimeline
Investments & Financial Planning, LLC8,449$900K0.49%+1,25213F-HRTimeline
Laird Norton Wetherby Wealth Management…8,394$894K0.04%+13213F-HRTimeline
Spectrum Investment Advisors, Inc.8,369$891K0.48%+6513F-HRTimeline
Gibbs Wealth Management8,345$889K0.2%-5,45013F-HRTimeline
Breakwater Investment Management8,315$885K0.33%-2,49213F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…8,305$884K0.04%-1,65513F-HRTimeline
Wealth Advisors of Iowa, LLC8,296$883K0.3%-49713F-HRTimeline
Glenview Trust Co8,295$883K0.01%+15013F-HRTimeline
Camarda Financial Advisors, LLC8,274$881K0.32%+94313F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,260$880K0.02%-3,44613F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…8,205$873K0.51%-3613F-HRTimeline
4J Wealth Management LLC8,177$871K0.51%-16013F-HRTimeline
Stone Summit Wealth LLC8,143$867K0.25%-67313F-HRTimeline
Lion Street Advisors, LLC7,405$859K0.3%-46713F-HRTimeline
Compass Wealth Management, LLC/GA8,049$857K0.38%-45913F-HRTimeline
Strategic Investment Advisors / MI4,491$857K0.1%-4,32113F-HR/ATimeline
W.H. Cornerstone Investments Inc.8,031$855K0.52%-3,48813F-HRTimeline
Jacobi Capital Management LLC8,031$855K0.05%-3,47913F-HRTimeline
HB Wealth Management, LLC8,021$854K0.01%+3,80213F-HRTimeline
FLOW TRADERS U.S. LLC8,021$854K0.03%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.8,008$853K0.36%013F-HRTimeline
FIDELITY D & D BANCORP INC8,000$852K0.47%013F-HRTimeline
PFG Investments, LLC7,959$848K0.04%+4013F-HRTimeline
Collaborative Wealth Managment Inc.7,956$847K0.34%+4,13713F-HRTimeline
Richmond Investment Services, LLC7,945$846K0.16%+1,00413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,922$844K0.03%+29613F-HRTimelineGroup
HBK Sorce Advisory LLC7,868$843K0.02%-1,32513F-HR/ATimeline
CHATHAM CAPITAL GROUP, INC.7,910$842K0.12%013F-HRTimeline
Members Trust Co7,900$841K0.03%013F-HRTimeline
JNBA Financial Advisors7,889$840K0.08%013F-HRTimeline
Kelly Financial Services LLC7,887$840K0.22%+1,06313F-HRTimeline
EHRLICH FINANCIAL GROUP7,880$839K0.5%-59713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,850$836K0.06%+29513F-HRTimeline
Sowell Financial Services LLC7,828$834K0.03%-1,01713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC7,795$830K0.14%+5,00913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,792$830K0.09%-74513F-HRTimeline
LANARK FINANCIAL, INC.7,760$826K0.06%+85113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,760$826K0.15%+69013F-HRTimeline
TSFG, LLC7,754$826K0.13%-57513F-HRTimeline
SeaBridge Investment Advisors LLC7,753$826K0.13%-12713F-HRTimeline
Curi Capital, LLC7,717$822K0.02%-8013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,689$819K<0.01%+41713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC7,616$811K0.06%-17313F-HRTimeline
Sound View Wealth Advisors Group, LLC7,613$811K0.06%-913F-HRTimeline
DUNCKER STREETT & CO INC7,595$809K0.14%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,501$799K0.03%-51013F-HRTimelineGroup
PBMares Wealth Management LLC7,498$798K0.13%+2513F-HRTimeline
Stephens Consulting, LLC7,398$788K0.27%-18,80113F-HRTimeline
Kagan Cocozza Asset Management7,370$785K0.59%+50813F-HRTimeline
Gray Private Wealth, LLC7,332$781K0.39%-4,55213F-HRTimeline
Magnus Financial Group LLC7,307$778K0.06%+60813F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…7,300$777K1.14%new13F-HRTimelineGroup
Peregrine Asset Advisers, Inc.7,225$769K0.23%013F-HRTimeline
Eley Financial Management, Inc7,221$769K0.28%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,183$765K0.05%-47013F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,159$762K0.07%+30013F-HRTimeline
Pathway Financial Advisors LLC7,138$760K0.1%+613F-HRTimeline
Syntegra Private Wealth Group, LLC7,136$760K0.07%-23113F-HRTimeline
Discipline Wealth Solutions, LLC7,135$760K0.2%+71213F-HRTimeline
James J. Burns & Company, LLC7,100$756K0.11%-25213F-HRTimeline
TSA Wealth Managment LLC7,086$755K0.26%+1,45113F-HRTimeline
Edgemoor Investment Advisors, Inc.7,073$753K0.06%-29013F-HRTimeline
WHITTIER TRUST CO7,080$753K0.01%013F-HRTimeline
Altiora Financial Group, LLC7,046$750K0.14%+1813F-HRTimeline
Cornerstone Financial Group, LLC /NE/7,043$750K0.58%+51613F-HRTimeline
Shotwell Rutter Baer Inc7,023$748K0.48%-30313F-HRTimeline
Flaharty Asset Management, LLC7,015$747K0.09%+13813F-HRTimeline
HORAN Wealth, LLC7,008$746K0.12%+3,50713F-HRTimeline
Accredited Investors Inc.7,006$746K0.04%-46513F-HRTimeline
Summit Financial Wealth Advisors, LLC6,982$743K0.12%013F-HRTimeline
Brown Financial Advisors6,960$741K0.27%+3,35913F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,958$741K0.33%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,953$741K0.05%+9313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,944$739K0.1%new13F-HRTimeline
Rock Point Advisors, LLC6,936$739K0.2%+1,66113F-HRTimeline
FF Advisors,LLC6,913$736K0.35%-32113F-HRTimeline
STEVENS CAPITAL PARTNERS6,898$735K0.22%-17113F-HRTimeline
MorganRosel Wealth Management, LLC6,876$732K0.19%+23213F-HRTimeline
Rockbridge Investment Management, LCC6,874$732K0.07%013F-HRTimeline
Valtrion Capital Management, LLC6,872$732K0.79%+2413F-HR/ATimeline
Mount Lucas Management LP6,856$730K0.33%new13F-HRTimeline
Cambridge Financial Group, LLC6,794$723K0.23%new13F-HRTimeline
Wealthspire Retirement, LLC6,791$723K0.05%-30513F-HR/ATimeline
KEYVANTAGE WEALTH, LLC6,777$722K0.3%-6713F-HRTimeline
Financial Sense Advisors, Inc.6,727$716K0.13%-1913F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …6,643$707K0.21%+6113F-HRTimeline
Trivium Point Advisory, LLC6,578$700K0.07%-1,96813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,572$700K0.03%-1,30013F-HRTimeline
SMITH, MOORE & CO.6,531$696K0.05%+3213F-HRTimeline
SYKON CAPITAL LLC6,514$694K0.23%new13F-HRTimeline
Invst, LLC6,484$690K0.08%+63813F-HRTimeline
Bonfire Financial6,478$690K0.53%+3,54213F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.6,457$688K0.21%+10013F-HRTimeline
Garner Asset Management Corp6,317$673K0.27%+4,21713F-HRTimeline
COUNTRY CLUB BANK6,315$672K0.04%-54513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC6,292$670K0.29%+1,34213F-HRTimeline
Winthrop Advisory Group LLC6,292$670K0.06%+1,25213F-HRTimeline
ARRIEN INVESTMENTS, INC.6,283$669K0.39%013F-HRTimeline
Columbia River Financial Group, LLC6,185$663K0.41%+2613F-HRTimeline
Bristlecone Advisors, LLC6,206$661K0.06%-3,22513F-HRTimeline
SeaCrest Wealth Management, LLC6,201$661K0.07%-47313F-HRTimeline
UMB Bank, n.a.6,184$659K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tassel Capital Management, Inc.6,152$655K0.42%-8,72713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,115$651K0.09%+1,61213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,103$650K0.47%+28613F-HRTimeline
Smith Thornton Advisors LLC6,095$649K0.34%013F-HRTimeline
Sterling Investment Counsel, LLC6,068$646K0.21%new13F-HRTimeline
CRUX WEALTH ADVISORS6,066$646K0.26%+50913F-HRTimeline
Paulson Wealth Management Inc.6,061$645K0.15%-59013F-HRTimeline
1ST SOURCE BANK6,060$645K0.03%-78613F-HRTimeline
Montecito Bank & Trust6,060$645K0.1%13F-HRTimeline
Everest Private Wealth6,015$641K0.41%-3,23013F-HRTimeline
Values Added Financial LLC6,001$639K0.28%-1,87913F-HRTimeline
Gateway Wealth Partners, LLC5,985$637K0.09%+1,52813F-HRTimeline
Wiser Wealth Management, Inc5,953$634K0.14%+54613F-HRTimeline
CFO4Life Group, LLC5,912$630K0.09%013F-HRTimeline
MSH Capital Advisors LLC5,902$629K0.17%+1,02913F-HRTimeline
Rialto Wealth Management, LLC5,884$627K0.16%+113F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,877$626K0.01%+11813F-HRTimeline
SUTTON PLACE INVESTORS LLC5,874$626K0.36%+34513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC5,842$622K0.35%+4713F-HRTimeline
Stewardship Advisors, LLC5,810$619K0.15%+2,61413F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC5,755$619K0.37%+55813F-HRTimeline
LITTLE HOUSE CAPITAL LLC5,793$617K0.14%+22913F-HRTimeline
McKinley Carter Wealth Services, Inc.5,728$610K0.03%-5,54013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska5,726$610K0.07%-48913F-HRTimelineGroup
Haverford Trust Co5,700$607K0.01%013F-HRTimeline
TCP Asset Management, LLC5,621$599K0.11%-1,30813F-HRTimeline
Continuum Advisory, LLC5,620$599K0.06%-22013F-HRTimeline
Florin Court Capital LLP5,600$596K0.47%+3,00013F-HRTimeline
Clarion Wealth Managment Partners, LLC5,593$596K0.59%+2313F-HRTimeline
Clear Creek Financial Management, LLC5,562$592K0.05%new13F-HRTimeline