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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
VANGUARD GROUP INCgroup of 2 filers holding11,392$1.21MnewTimeline
Flagship Private Wealth, LLC11,352$1.2M0.49%+3,03513F-HRTimeline
Archford Capital Strategies, LLC11,327$1.2M0.14%-5813F-HRTimeline
Richmond Investment Services, LLC11,303$1.2M0.19%+1,41113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT11,278$1.2M0.07%+6,50913F-HRTimelineGroup
Forefront Wealth Partners, LLC11,278$1.2M0.5%+1,47613F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC11,244$1.19M1.12%+2,11813F-HRTimeline
WHITTIER TRUST CO11,195$1.19M0.01%+4,11513F-HRTimeline
Verdence Capital Advisors LLC11,216$1.19M0.07%+88713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC11,188$1.19M0.2%+80413F-HRTimeline
Twele Capital Management, Inc.11,169$1.19M0.21%-4413F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…11,165$1.19M0.31%+1,41213F-HRTimelineGroup
Investment Planning Advisors, Inc.11,129$1.18M0.33%-3,42213F-HRTimeline
ROGCO, LP11,102$1.18M0.39%+45613F-HRTimeline
Factor Wealth Management LTD11,099$1.18M0.22%-15,62813F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC11,098$1.18M0.51%-12113F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…11,059$1.17M0.17%-3,96613F-HRTimelineGroup
Oak Wealth Advisors LLC11,028$1.17M0.64%-20713F-HRTimeline
Capital Advisors, Ltd. LLC11,020$1.17M0.13%+1,38213F-HRTimeline
Cyr Financial Inc.11,002$1.17M0.69%+1,01113F-HRTimeline
MYECFO, LLC10,961$1.16M0.49%-99213F-HRTimeline
UNITED BANK10,952$1.16M0.15%-6013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC10,933$1.16M0.14%+1,33513F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC10,924$1.16M0.21%+24413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,911$1.16M0.04%-13313F-HRTimelineGroup
Sovereign Financial Group, Inc.10,892$1.16M0.2%+7,89813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…10,879$1.15M0.94%-9013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC10,693$1.15M1.08%-16613F-HRTimeline
OARSMAN CAPITAL, INC.10,758$1.14M0.14%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC10,734$1.14M0.16%-2,01513F-HRTimeline
Stonebridge Capital Advisors LLC10,725$1.14M0.08%+85713F-HRTimeline
Haven Private, LLC10,715$1.14M0.5%013F-HRTimeline
W.H. Cornerstone Investments Inc.10,701$1.14M0.71%+2,81213F-HRTimeline
Bond & Devick Financial Network, Inc.10,645$1.13M0.32%+55513F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,614$1.13M0.01%new13F-HRTimeline
Truepoint, Inc.10,518$1.12M0.02%-66413F-HRTimeline
Haverford Trust Co10,516$1.12M0.01%+4,86213F-HRTimeline
Private Advisory Group LLC10,430$1.11M0.08%new13F-HRTimeline
Compass Financial Group, Inc.10,395$1.1M0.5%-24213F-HRTimeline
North Forty Two & Co.10,381$1.1M1.02%-90013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp10,370$1.1M0.11%+20713F-HRTimelineGroup
MainStreet Investment Advisors LLC10,348$1.1M0.17%-38713F-HRTimeline
Inscription Capital, LLC10,336$1.1M0.12%-22713F-HRTimeline
Cyndeo Wealth Partners, LLC10,333$1.1M0.06%+53313F-HRTimeline
Strategic Investment Advisors / MI10,335$1.09M0.08%+1,92413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,299$1.09M0.25%+24613F-HRTimeline
Town Capital LLC10,266$1.09M0.88%+18813F-HRTimeline
Florin Court Capital LLP10,200$1.08M4.09%-1,50013F-HRTimeline
SIMA Wealth Partners, LLC10,200$1.08M0.82%013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,177$1.08M0.07%-8213F-HRTimeline
Allen Capital Group, LLC10,130$1.08M0.1%-87213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,098$1.07M0.01%013F-HRTimelineGroup
Aries Wealth Management10,080$1.07M0.24%013F-HRTimeline
Keating Financial Advisory Services, In…10,076$1.07M0.17%+1,90113F-HRTimeline
Sowa Financial Group, Inc.10,021$1.06M0.53%+1813F-HRTimeline
MassMutual Private Wealth & Trust, FSB10,020$1.06M0.03%+1,21013F-HRTimeline
Carr Financial Group Corp10,000$1.06M0.28%013F-HRTimeline
Journey Beyond Wealth, LLC10,000$1.06M0.91%013F-HRTimeline
Bangor Savings Bank9,970$1.06M0.08%013F-HRTimeline
DAVENPORT & Co LLC9,947$1.06M0.01%-25713F-HRTimeline
Note Advisors, LLC9,828$1.04M0.52%+12013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,796$1.04M0.49%013F-HRTimeline
Keystone Financial Group9,756$1.04M0.07%+7,52313F-HRTimeline
CRUX WEALTH ADVISORS9,728$1.03M0.4%+3,25013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD9,518$1.01M0.6%013F-HRTimeline
FLP Wealth Management, LLC9,516$1.01M2.08%-10,67813F-HR/ATimeline
BRASADA CAPITAL MANAGEMENT, LP9,478$1.01M0.19%-5,01713F-HRTimeline
Affiance Financial, LLC9,473$1.01M0.16%-1,25113F-HRTimeline
Keel Point, LLC9,471$1.01M0.07%-2113F-HRTimeline
Code Waechter LLC9,454$1M0.6%-1,12513F-HRTimeline
Private Wealth Asset Management, LLC9,381$996K0.11%-1,78613F-HRTimeline
Balance Wealth Partners LLC9,372$995K0.31%-98813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,343$992K0.08%new13F-HRTimeline
Delos Wealth Advisors, LLC9,343$992K0.57%+7,27813F-HRTimeline
ForthRight Wealth Management, LLC9,337$991K0.28%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,304$988K0.09%+1,33713F-HRTimelineGroup
ARS Wealth Advisors Group, LLC9,303$988K0.08%013F-HRTimeline
Rooted Wealth Advisors, Inc.9,192$987K0.26%-3,92713F-HRTimeline
Midwestern Financial, LLC /IA9,274$984K0.77%-65413F-HRTimeline
Heritage Investment Group, Inc.9,273$984K0.15%+5513F-HRTimeline
Centurion Wealth Management LLC9,266$984K0.22%+2513F-HRTimeline
Veracity Capital LLC9,165$973K0.35%-20713F-HRTimeline
IBEX WEALTH ADVISORS9,117$968K0.09%new13F-HRTimeline
Clear Creek Financial Management, LLC9,092$965K0.07%+3,45413F-HRTimeline
NOVEM GROUP9,085$964K0.11%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,066$962K0.29%+43713F-HRTimeline
Investments & Financial Planning, LLC9,051$961K0.52%+17213F-HRTimeline
STEVENS CAPITAL PARTNERS9,047$960K0.23%+2,07613F-HRTimeline
Jacobi Capital Management LLC9,004$956K0.05%+93413F-HRTimeline
Magnolia Private Wealth, LLC8,937$949K0.63%+4,90813F-HRTimeline
Cornerstone Financial Group, LLC /NE/8,804$940K0.6%-3213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,845$939K0.11%+1,59313F-HRTimeline
Premier Private Wealth Management LLC8,824$937K0.99%+6,27613F-HRTimeline
Edgemoor Investment Advisors, Inc.8,813$936K0.07%+1,30013F-HRTimeline
Soltis Investment Advisors LLC8,811$935K0.06%-2,56813F-HRTimeline
ACT WEALTH MANAGEMENT, LLC8,791$933K0.31%+2,24213F-HRTimeline
Crews Bank & Trust8,785$933K0.14%-4013F-HRTimeline
Glenview Trust Co8,759$930K0.01%+46413F-HRTimeline
Roundview Capital LLC8,741$928K0.06%+40213F-HRTimeline
Ballast Rock Private Wealth LLC8,726$926K0.51%+4,62013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,680$921K<0.01%+95613F-HRTimelineGroup
Wingate Wealth Advisors, Inc.8,678$921K0.49%+2413F-HRTimeline
LCW Services, LLC8,567$909K0.45%+11613F-HRTimeline
DecisionMap Wealth Management, LLC8,518$904K0.59%-18113F-HRTimeline
Envision Financial LLC8,497$902K0.49%+1313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,464$898K0.09%+2213F-HRTimeline
Stirlingshire Investments, Inc.8,429$895K0.78%+18813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,385$890K0.15%+27513F-HRTimeline
Mount Lucas Management LP8,376$889K0.33%+67513F-HRTimeline
Geneos Wealth Management Inc.8,367$888K0.02%+2,75113F-HRTimeline
Camarda Financial Advisors, LLC8,340$885K0.47%+9713F-HRTimeline
Cynosure Group, LLC8,332$884K0.11%-12,21213F-HRTimeline
Bonfire Financial8,313$882K0.66%+1,65013F-HRTimeline
Wealth Advisors of Iowa, LLC8,312$882K0.27%+613F-HRTimeline
Sowell Financial Services LLC8,295$881K0.03%+38613F-HRTimeline
Olde Wealth Management, LLC8,286$879K0.28%-2,14913F-HRTimeline
CoreCap Advisors, LLC8,275$878K0.03%-12213F-HRTimeline
Tortoise Investment Management, LLC8,266$877K0.07%-39413F-HRTimeline
Old Mission Investment Co LLC8,220$873K0.2%new13F-HRTimeline
Thompson David Blair8,190$869K0.5%-64013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,182$869K0.04%+94613F-HRTimeline
JNBA Financial Advisors8,170$867K0.07%013F-HRTimeline
Legacy Wealth Partners, LLC8,100$860K0.22%+1,89313F-HRTimeline
WEBSTER BANK, N. A.8,097$859K0.08%-1,85513F-HRTimeline
Range Advisory, LLC8,022$852K0.16%+4,29213F-HRTimeline
Compass Wealth Management, LLC/GA8,006$850K0.36%+2313F-HRTimeline
FIDELITY D & D BANCORP INC8,000$849K0.34%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…7,959$847K0.52%-31413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,910$840K0.12%013F-HRTimeline
Members Trust Co7,900$839K0.03%013F-HRTimeline
Stone Summit Wealth LLC7,896$838K0.23%-10313F-HRTimeline
UMB Bank, n.a.7,825$831K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Raleigh Capital Management Inc.7,775$825K0.28%+5,78413F-HRTimeline
4J Wealth Management LLC7,757$823K0.47%-5013F-HRTimeline
DUTCH ASSET Corp7,753$823K0.55%+2,80313F-HRTimeline
Roan Capital Partners7,734$821K0.76%13F-HRTimeline
Split Rock Private Trading & Wealth Man…7,703$818K0.63%-1,93313F-HRTimeline
Patriot Financial Group Insurance Agenc…7,652$812K0.05%+3,78113F-HRTimeline
L.K. Benson & Company, P.C.7,644$811K0.27%+1413F-HRTimeline
PFG Investments, LLC7,620$809K0.04%-4813F-HRTimeline
DUNCKER STREETT & CO INC7,595$806K0.15%013F-HRTimeline
Operose Advisors LLC7,571$804K0.19%+47813F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,550$801K0.21%+2,15913F-HRTimeline
BDFS Capital LLC7,505$797K0.38%+1,84213F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC7,479$794K0.11%-13,09713F-HRTimeline
Total Clarity Wealth Management, Inc.7,477$794K0.19%+1,53413F-HRTimeline
ROMANO BROTHERS AND COMPANY7,466$793K0.09%013F-HRTimeline
Vavra Capital Management, LLC7,442$790K0.77%+92513F-HRTimeline
Marble Wealth, LLC7,416$787K0.14%+3413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,407$786K0.06%+2,50813F-HRTimeline
Etesian Wealth Advisors, Inc.7,386$784K0.25%-6213F-HRTimeline
Busey Bank7,354$781K0.02%+2,92513F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.7,321$777K0.4%+3913F-HRTimeline
Northside Capital Management, LLC7,318$777K0.07%new13F-HRTimeline
Syntegra Private Wealth Group, LLC7,283$773K0.07%+35413F-HRTimeline
Alta Wealth Advisors LLC7,268$771K0.25%+24813F-HRTimeline
Sepio Capital, LP7,254$770K0.04%-16913F-HRTimeline
Flaharty Asset Management, LLC7,197$764K0.09%+16013F-HRTimeline
Wealthspire Retirement, LLC7,193$764K0.05%-15113F-HRTimeline
Pathway Financial Advisors LLC7,123$759K0.09%013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,092$753K0.05%-51213F-HRTimeline
Altiora Financial Group, LLC7,084$752K0.12%+1313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,060$749K0.09%new13F-HRTimeline
ArborFi Advisors, LLC7,055$749K0.61%+82713F-HRTimeline
LANARK FINANCIAL, INC.7,045$748K0.06%+59813F-HRTimeline
Rialto Wealth Management, LLC7,038$747K0.17%+1,22613F-HRTimeline
Rockbridge Investment Management, LCC7,022$745K0.07%-18813F-HRTimeline
James J. Burns & Company, LLC7,020$745K0.1%-15113F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC7,011$744K0.5%-18,99113F-HRTimeline
FF Advisors,LLC6,913$742K0.3%013F-HRTimeline
Summit Financial Wealth Advisors, LLC6,982$741K0.11%013F-HRTimeline
Net Worth Advisory Group6,977$741K0.15%-21213F-HRTimeline
Tradition Wealth Management, LLC6,969$740K0.05%+29913F-HRTimeline
Spectrum Investment Advisors, Inc.6,960$739K0.37%-1,62513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,954$738K0.4%013F-HRTimeline
Curi Capital, LLC6,926$735K0.01%-1,03613F-HRTimeline
Nilsine Partners, LLC6,842$735K0.06%-5013F-HRTimeline
OLD NATIONAL BANCORP /IN/6,907$733K0.01%-50013F-HRTimeline
Cogent Private Wealth, Inc.6,900$732K0.53%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC6,886$731K0.1%+4,07813F-HRTimeline
Buck Wealth Strategies, LLC6,872$729K0.09%+3,69613F-HRTimeline
Accredited Investors Inc.6,813$723K0.04%-31613F-HRTimeline
Gerald Baker Financial Group LLC6,811$723K0.23%13F-HR/ATimeline
Columbia River Financial Group, LLC6,784$720K0.42%+48413F-HRTimeline
TSFG, LLC6,761$718K0.11%-1,08513F-HRTimeline
EHRLICH FINANCIAL GROUP6,704$712K0.41%-9613F-HRTimeline
KEYVANTAGE WEALTH, LLC6,698$711K0.31%-513F-HRTimeline
Valtrion Capital Management, LLC6,650$706K0.67%-15713F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.6,640$705K0.02%new13F-HR/ATimelineGroup
BETO FINANCIAL GROUP, LLC6,587$705K0.41%+4,66913F-HRTimeline
Annex Advisory Services, LLC6,637$705K0.01%-9313F-HRTimeline
Balefire, LLC6,624$703K0.13%+1,34513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,552$695K<0.01%-4,92613F-HRTimelineGroup
Keenan, LLC6,501$692K0.58%-5813F-HRTimeline
Values Added Financial LLC6,498$690K0.29%+49713F-HRTimeline
West Wealth Group, LLC6,476$687K0.14%+1,34813F-HRTimeline
Cadia Private Client LLC6,468$687K0.56%+1713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,458$686K0.08%-42313F-HRTimeline
1ST SOURCE BANK6,425$682K0.04%+36513F-HRTimeline
Downshift Financial, LLC6,362$682K0.35%+3,50813F-HRTimeline