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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,614 managers (1,635 13F filers) reported a position in MUB shares at 2025-12-31, 336,450,480 shares in all. 100 filers opened a position and 92 filers sold out during the quarter.

Managers
1,614
13F filers
1,635
New
100
Added
776
Reduced
449
Sold out
92
Shares held by filers
336,450,480

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Wealth Enhancement Trust Services, Inc.11,421$1.22M0.15%13F-HRTimeline
Everhart Financial Group, Inc.11,412$1.22M0.11%+16413F-HRTimeline
Weaver Capital Management LLC11,401$1.22M0.26%013F-HRTimeline
Archford Capital Strategies, LLC11,385$1.22M0.14%-50513F-HRTimeline
Soltis Investment Advisors LLC11,379$1.22M0.08%+2,24913F-HR/ATimeline
Howard Capital Management, LLC11,321$1.21M0.02%+80213F-HRTimeline
North Forty Two & Co.11,281$1.21M1.14%+50013F-HRTimeline
Oak Wealth Advisors LLC11,235$1.2M0.69%-1,23313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC11,219$1.2M0.54%+11813F-HRTimeline
Twele Capital Management, Inc.11,213$1.2M0.21%+13513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC11,208$1.2M0.46%-36413F-HRTimeline
Truepoint, Inc.11,182$1.2M0.03%+67713F-HRTimeline
Brookwood Investment Group LLC11,168$1.2M0.14%+1,73913F-HRTimeline
Private Wealth Asset Management, LLC11,167$1.2M0.13%-62713F-HRTimeline
D.A. DAVIDSON & CO.11,156$1.19M0.01%-1,27213F-HRTimeline
PUREfi Wealth, LLC11,123$1.19M0.91%+71713F-HRTimeline
Bowman & Co S.C.11,090$1.19M0.5%-59013F-HRTimeline
KM Capital Management Ltd.11,077$1.19M0.61%+39413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,044$1.18M0.04%+3,12213F-HRTimelineGroup
UNITED BANK11,012$1.18M0.16%-4,92013F-HRTimeline
Allen Capital Group, LLC11,002$1.18M0.11%-41113F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC10,859$1.18M1.15%13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…10,969$1.17M0.97%-7013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC10,933$1.17M0.37%-1,79413F-HRTimeline
GUIDANCE CAPITAL, INC10,847$1.17M0.28%-10,23313F-HRTimeline
HARBOUR INVESTMENTS, INC.10,847$1.16M0.02%-30113F-HRTimeline
LJI Wealth Management, LLC10,791$1.16M0.18%+6,63213F-HRTimeline
OARSMAN CAPITAL, INC.10,758$1.15M0.15%-2313F-HRTimeline
MainStreet Investment Advisors LLC10,735$1.15M0.17%+75013F-HRTimeline
Affiance Financial, LLC10,724$1.15M0.18%+413F-HRTimeline
Haven Private, LLC10,715$1.15M0.5%-32513F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC10,680$1.14M0.19%-97013F-HRTimeline
ROGCO, LP10,646$1.14M0.38%-6013F-HRTimeline
Compass Financial Group, Inc.10,637$1.14M0.5%-3713F-HRTimeline
Code Waechter LLC10,579$1.13M0.73%+1,12513F-HRTimeline
Inscription Capital, LLC10,563$1.13M0.12%-1,53713F-HRTimeline
Tennessee Valley Asset Management Partn…10,550$1.13M0.15%-18613F-HRTimeline
Physician Wealth Advisors, Inc.10,479$1.12M0.16%+34313F-HRTimeline
Olde Wealth Management, LLC10,435$1.12M0.34%013F-HRTimeline
New Insight Wealth Advisors10,400$1.11M0.4%-12913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC10,384$1.11M0.19%+2,58913F-HRTimeline
Balance Wealth Partners LLC10,360$1.11M0.36%+42213F-HRTimeline
Leo Wealth, LLC10,343$1.11M0.08%new13F-HRTimeline
Verdence Capital Advisors LLC10,329$1.11M0.07%+24013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,293$1.1M0.03%-15413F-HRTimelineGroup
Two West Capital Advisors LLC10,266$1.1M0.64%+31913F-HRTimeline
B. Riley Wealth Advisors, Inc.10,259$1.1M0.05%+1,43513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO10,239$1.1M0.15%new13F-HRTimeline
DAVENPORT & Co LLC10,204$1.09M0.01%+1,06413F-HRTimeline
SIMA Wealth Partners, LLC10,200$1.09M0.83%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp10,163$1.09M0.11%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,098$1.08M0.01%+3613F-HRTimelineGroup
Bond & Devick Financial Network, Inc.10,090$1.08M0.3%+1,06913F-HRTimeline
Aries Wealth Management10,080$1.08M0.24%+5,10013F-HRTimeline
Town Capital LLC10,078$1.08M0.88%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC10,077$1.08M0.06%13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,053$1.08M0.24%+1,19113F-HRTimeline
Carr Financial Group Corp10,000$1.07M0.29%013F-HRTimeline
Journey Beyond Wealth, LLC10,000$1.07M0.85%013F-HRTimeline
Sowa Financial Group, Inc.10,003$1.07M0.56%new13F-HRTimeline
Cyr Financial Inc.9,991$1.07M0.67%+36713F-HRTimeline
Bangor Savings Bank9,970$1.07M0.09%+14013F-HRTimeline
Key Capital Management, INC9,953$1.07M1.06%13F-HRTimeline
WEBSTER BANK, N. A.9,952$1.07M0.1%013F-HRTimeline
Midwestern Financial, LLC /IA9,928$1.06M0.88%-10513F-HRTimeline
Richmond Investment Services, LLC9,892$1.06M0.18%+1,94713F-HRTimeline
Stonebridge Capital Advisors LLC9,868$1.06M0.07%013F-HRTimeline
GROUP ONE TRADING LLC9,825$1.05M0.03%new13F-HRTimeline
Forefront Wealth Partners, LLC9,802$1.05M0.5%+15313F-HRTimeline
Cyndeo Wealth Partners, LLC9,800$1.05M0.06%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,796$1.05M0.5%013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…9,753$1.04M0.28%+11813F-HRTimelineGroup
Note Advisors, LLC9,708$1.04M0.54%-47213F-HRTimeline
Split Rock Private Trading & Wealth Man…9,636$1.03M0.83%13F-HRTimeline
Capital Advisors, Ltd. LLC9,638$1.03M0.12%+35113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,598$1.03M0.14%-3,43413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD9,518$1.02M0.67%-23413F-HRTimeline
CHILTON INVESTMENT CO INC.9,500$1.02M0.02%new13F-HRTimeline
Keel Point, LLC9,492$1.02M0.06%+21413F-HRTimeline
Veracity Capital LLC9,372$1M0.3%+44713F-HRTimeline
ForthRight Wealth Management, LLC9,337$1M0.29%013F-HRTimeline
ARS Wealth Advisors Group, LLC9,303$996K0.09%+4,34313F-HRTimeline
Qube Research & Technologies Ltd9,290$995K<0.01%+1713F-HRTimeline
Centurion Wealth Management LLC9,241$990K0.22%+5113F-HRTimeline
Global Wealth Management Investment Adv…9,236$989K0.16%+47113F-HRTimeline
Heritage Investment Group, Inc.9,218$987K0.15%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC9,126$983K0.86%13F-HRTimeline
TFB Advisors LLC9,057$970K0.27%+4413F-HRTimeline
Investments & Financial Planning, LLC8,879$951K0.51%+43013F-HRTimeline
Cornerstone Financial Group, LLC /NE/8,836$946K0.66%+1,79313F-HRTimeline
Thompson David Blair8,830$946K0.54%13F-HRTimeline
Crews Bank & Trust8,825$945K0.14%+12513F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,810$944K0.02%+55013F-HRTimeline
TSA Wealth Managment LLC8,704$932K0.31%+1,61813F-HRTimeline
DecisionMap Wealth Management, LLC8,699$932K0.57%-22713F-HRTimeline
Tortoise Investment Management, LLC8,660$928K0.08%-2,58813F-HRTimeline
Wingate Wealth Advisors, Inc.8,654$927K0.52%+4713F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,629$924K0.2%+1613F-HRTimeline
Spectrum Investment Advisors, Inc.8,585$920K0.46%+21613F-HRTimeline
Brown Financial Advisors8,583$919K0.34%+1,62313F-HRTimeline
Farmers National Bank8,548$916K0.2%+3,29113F-HRTimeline
Gibbs Wealth Management8,479$913K0.22%+13413F-HRTimeline
Envision Financial LLC8,484$909K0.48%+2613F-HRTimeline
LCW Services, LLC8,451$905K0.48%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,442$904K0.09%-33713F-HRTimeline
Strategic Investment Advisors / MI8,411$901K0.08%+3,92013F-HRTimeline
CoreCap Advisors, LLC8,397$899K0.03%-2,34613F-HRTimeline
Kelly Financial Services LLC8,391$899K0.23%+50413F-HRTimeline
HORAN Wealth, LLC8,376$897K0.14%+1,36813F-HRTimeline
Roundview Capital LLC8,339$893K0.05%-53713F-HRTimeline
Flagship Private Wealth, LLC8,317$891K0.35%-1,60413F-HRTimeline
Wealth Advisors of Iowa, LLC8,306$890K0.29%+1013F-HRTimeline
Glenview Trust Co8,295$888K0.01%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…8,273$887K0.55%+6813F-HRTimeline
Breakwater Investment Management8,281$887K0.32%-3413F-HRTimeline
FLOW TRADERS U.S. LLC8,274$886K0.03%+25313F-HRTimeline
Camarda Financial Advisors, LLC8,243$883K0.34%-3113F-HRTimeline
Stirlingshire Investments, Inc.8,241$883K0.78%13F-HRTimeline
Keating Financial Advisory Services, In…8,175$876K0.12%13F-HRTimeline
JNBA Financial Advisors8,170$875K0.08%+28113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,110$869K0.15%+35013F-HRTimeline
Jacobi Capital Management LLC8,070$864K0.05%+3913F-HRTimeline
FIDELITY D & D BANCORP INC8,000$857K0.37%013F-HRTimeline
Stone Summit Wealth LLC7,999$857K0.23%-14413F-HRTimeline
Compass Wealth Management, LLC/GA7,983$855K0.35%-6613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,967$853K0.05%-3,44513F-HRTimelineGroup
Curi Capital, LLC7,962$853K0.01%+24513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,910$847K0.12%013F-HRTimeline
Sowell Financial Services LLC7,909$847K0.03%+8113F-HRTimeline
Members Trust Co7,900$846K0.03%013F-HRTimeline
W.H. Cornerstone Investments Inc.7,889$845K0.51%-14213F-HRTimeline
Magnus Financial Group LLC7,879$844K0.06%+57213F-HRTimeline
TSFG, LLC7,846$840K0.13%+9213F-HRTimeline
UMB Bank, n.a.7,825$838K0.01%+1,64113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
4J Wealth Management LLC7,807$836K0.48%-37013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,796$835K0.01%-1,40213F-HRTimelineGroup
SeaBridge Investment Advisors LLC7,761$831K0.14%+813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,724$827K<0.01%+3513F-HRTimelineGroup
Mount Lucas Management LP7,701$825K0.37%+84513F-HRTimeline
PFG Investments, LLC7,668$821K0.04%-29113F-HRTimeline
L.K. Benson & Company, P.C.7,630$817K0.41%-93713F-HRTimeline
HBK Sorce Advisory LLC7,586$817K0.02%-28213F-HRTimeline
Sound View Wealth Advisors Group, LLC7,604$814K0.05%-913F-HRTimeline
DUNCKER STREETT & CO INC7,595$814K0.14%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,591$813K0.1%+1,47613F-HRTimeline
Wilmington Savings Fund Society, FSB7,588$813K0.02%+6,58813F-HRTimeline
Edgemoor Investment Advisors, Inc.7,513$805K0.06%+44013F-HRTimeline
ROMANO BROTHERS AND COMPANY7,466$800K0.09%-1,80013F-HRTimeline
Etesian Wealth Advisors, Inc.7,448$798K0.25%-3,51913F-HRTimeline
Sepio Capital, LP7,423$795K0.04%-1,70513F-HRTimeline
OLD NATIONAL BANCORP /IN/7,407$793K0.01%-4,36913F-HRTimeline
Stephens Consulting, LLC7,398$792K0.26%013F-HRTimeline
Marble Wealth, LLC7,382$791K0.11%13F-HRTimeline
First Heartland Consultants, Inc.7,354$788K0.06%+1,90713F-HRTimeline
Wealthspire Retirement, LLC7,344$787K0.05%+55313F-HRTimeline
Gray Private Wealth, LLC7,332$785K0.38%013F-HRTimeline
Invst, LLC7,326$785K0.09%+84213F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.7,282$780K0.43%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,252$777K0.09%+1,84613F-HRTimeline
Capital Advantage, Inc.7,249$776K0.1%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,236$775K0.04%+28313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,218$773K0.05%+3513F-HRTimeline
Rockbridge Investment Management, LCC7,210$772K0.07%+33613F-HRTimeline
Net Worth Advisory Group7,189$770K0.16%+4,11913F-HRTimeline
James J. Burns & Company, LLC7,171$768K0.11%+7113F-HRTimeline
Gateway Wealth Partners, LLC7,156$766K0.09%+1,17113F-HRTimeline
Pathway Financial Advisors LLC7,123$765K0.1%-1513F-HRTimeline
Planning Project LLC7,136$764K0.19%13F-HRTimeline
Accredited Investors Inc.7,129$764K0.04%+12313F-HRTimeline
WHITTIER TRUST CO7,080$761K0.01%013F-HRTimeline
Operose Advisors LLC7,093$760K0.18%+2,58713F-HRTimeline
Altiora Financial Group, LLC7,071$757K0.13%+2513F-HRTimeline
Flaharty Asset Management, LLC7,037$754K0.09%+2213F-HRTimeline
Apex Wealth Management, LLC6,991$752K0.76%-8,56613F-HRTimeline
Alta Wealth Advisors LLC7,020$752K0.25%+1,57913F-HRTimeline
Summit Financial Wealth Advisors, LLC6,982$748K0.11%013F-HRTimeline
STEVENS CAPITAL PARTNERS6,971$747K0.2%+7313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,954$745K0.33%-413F-HRTimeline
Syntegra Private Wealth Group, LLC6,929$742K0.07%-20713F-HRTimeline
FF Advisors,LLC6,913$740K0.33%013F-HRTimeline
Cogent Private Wealth, Inc.6,900$739K0.56%13F-HRTimeline
Nilsine Partners, LLC6,892$738K0.06%-1,90013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,881$737K0.08%-91113F-HRTimeline
Ransom Advisory, Ltd6,843$733K0.29%new13F-HRTimeline
Financial Sense Advisors, Inc.6,824$731K0.14%+9713F-HRTimeline
Rock Point Advisors, LLC6,811$730K0.18%-12513F-HRTimeline
Valtrion Capital Management, LLC6,807$729K0.73%-6513F-HRTimeline
EHRLICH FINANCIAL GROUP6,800$728K0.41%-1,08013F-HRTimeline
MorganRosel Wealth Management, LLC6,782$726K0.18%-9413F-HRTimeline
Wellspring Financial Advisors, LLC6,737$722K0.06%-51,73513F-HRTimeline
Annex Advisory Services, LLC6,730$721K0.01%+1,59313F-HRTimeline
KEYVANTAGE WEALTH, LLC6,703$718K0.31%-7413F-HRTimeline
Tradition Wealth Management, LLC6,670$714K0.05%+1,46913F-HRTimeline
Bonfire Financial6,663$714K0.53%+18513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …6,643$712K0.21%013F-HRTimeline
Discipline Wealth Solutions, LLC6,575$704K0.13%-56013F-HRTimeline
SMITH, MOORE & CO.6,574$704K0.05%+4313F-HRTimeline
Keenan, LLC6,559$703K0.62%13F-HR/ATimeline
ACT WEALTH MANAGEMENT, LLC6,549$701K0.23%+4,44413F-HRTimeline
Vavra Capital Management, LLC6,517$698K0.69%13F-HRTimeline