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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,624 managers (1,647 13F filers) reported a position in MUB shares at 2026-06-30, 371,785,578 shares in all. 96 filers opened a position and 76 filers sold out during the quarter.

Managers
1,624
13F filers
1,647
New
96
Added
788
Reduced
513
Sold out
76
Shares held by filers
371,785,578

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ALTERNA WEALTH MANAGEMENT, INC6,456$695K0.4%+4,31613F-HRTimeline
Gray Private Wealth, LLC6,403$689K0.3%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,384$687K0.03%+2,10013F-HRTimeline
Downshift Financial, LLC6,362$685K0.31%013F-HRTimeline
5T Wealth, LLC6,344$683K0.25%+98713F-HRTimeline
Coastal Bridge Advisors, LLC6,324$681K0.04%+1,28713F-HRTimeline
TRUST CO OF VERMONT6,317$680K0.03%13F-HRTimeline
Annex Advisory Services, LLC6,313$679K0.01%-32413F-HRTimeline
Delos Wealth Advisors, LLC6,302$678K0.35%-3,04113F-HRTimeline
Columbia River Financial Group, LLC6,298$677K0.36%-48613F-HRTimeline
LJI Wealth Management, LLC6,288$677K0.09%+1,28213F-HRTimeline
ARRIEN INVESTMENTS, INC.6,283$676K0.34%013F-HRTimeline
Unify Financial Advisors6,240$672K0.62%+61013F-HRTimeline
Greykasell Wealth Strategies, Inc.6,219$669K0.24%+213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,196$667K0.04%+51613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,253$666K0.09%new13F-HRTimeline
Tassel Capital Management, Inc.6,184$666K0.31%013F-HRTimeline
SMITH, MOORE & CO.6,163$663K0.04%+3213F-HRTimeline
1ST SOURCE BANK6,156$663K0.03%-26913F-HRTimeline
Gerald Baker Financial Group LLC6,148$662K0.19%-66313F-HRTimeline
Peregrine Asset Advisers, Inc.6,124$659K0.14%-11513F-HRTimeline
NewSquare Capital LLC6,116$658K0.05%+11513F-HRTimeline
Wiser Wealth Management, Inc6,106$657K0.13%+5013F-HRTimeline
KM Capital Management Ltd.6,093$656K0.31%new13F-HRTimeline
Smith Thornton Advisors LLC6,095$652K0.29%013F-HRTimeline
Invst, LLC6,047$651K0.06%+6713F-HRTimeline
Breakwater Investment Management6,026$649K0.22%-7213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,016$647K0.04%+1,47113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,982$644K0.02%+1,04713F-HRTimeline
Tortoise Investment Management, LLC5,947$640K0.05%-2,31913F-HRTimeline
Trivium Point Advisory, LLC5,942$639K0.06%+27713F-HRTimeline
SUCCESSION FINANCIAL, INC.5,926$638K0.62%13F-HRTimeline
Hiley Hunt Wealth Management5,905$636K0.25%+2,23913F-HRTimeline
Eley Financial Management, Inc5,883$633K0.21%013F-HRTimeline
Lifelong Wealth Advisors, Inc.5,839$628K0.15%-1313F-HRTimeline
Aspen Wealth Strategies, LLC5,810$625K0.3%-33913F-HRTimeline
Fairway Wealth LLC5,793$623K0.14%+64713F-HRTimeline
Obermeyer Wealth Partners5,779$622K0.03%-35213F-HRTimeline
Verdence Capital Advisors LLC5,756$619K0.03%-5,46013F-HRTimeline
RAM Investment Partners, LLC5,732$617K0.1%-213F-HRTimeline
Rialto Wealth Management, LLC5,728$616K0.12%-1,31013F-HRTimeline
Seascape Capital Management5,710$615K0.15%013F-HRTimeline
Everhart Financial Group, Inc.5,675$611K0.04%-5,87713F-HRTimeline
Wellspring Financial Advisors, LLC5,632$606K0.04%+15413F-HRTimeline
Shotwell Rutter Baer Inc5,618$605K0.33%-913F-HRTimeline
Tradition Wealth Management, LLC5,602$603K0.04%-1,36713F-HRTimeline
CFO4Life Group, LLC5,587$601K0.08%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP5,555$598K0.11%-3,92313F-HR/ATimeline
Financial Sense Advisors, Inc.5,549$597K0.12%+11013F-HRTimeline
Fullerton Advisors, LLC5,531$595K0.56%+9313F-HRTimeline
Covestor Ltd5,523$594K0.34%+51913F-HRTimeline
Uptown Financial Advisors LLC5,518$594K0.44%013F-HRTimeline
Monument Capital Management5,513$593K0.12%new13F-HRTimeline
Pallas Capital Advisors LLC5,513$593K0.02%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …5,512$593K0.14%013F-HRTimeline
Cadent Capital Advisors, LLC5,487$591K0.12%+4413F-HRTimeline
WealthBridge Capital Management, LLC5,478$590K0.12%+6213F-HRTimeline
Clarion Wealth Managment Partners, LLC5,460$588K0.47%-2013F-HRTimeline
Chesapeake Wealth Management5,435$585K0.16%+32513F-HRTimeline
GEM Asset Management, LLC5,426$584K0.23%+4313F-HRTimeline
SeaBridge Investment Advisors LLC5,425$584K0.08%013F-HRTimeline
Helium Advisors LLC5,412$582K0.48%+1,65313F-HRTimeline
Heritage Wealth Advisors5,404$582K0.02%-70813F-HRTimeline
High Net Worth Advisory Group LLC5,402$581K0.12%013F-HRTimeline
DAVIDSON TRUST CO5,390$580K0.23%+25013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,385$580K+25Timeline
HARBOUR INVESTMENT MANAGEMENT LLC5,370$578K0.3%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP5,340$575K0.02%+3,02013F-HRTimeline
BRIGHTON JONES LLC5,337$574K0.01%+73213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,334$574K0.19%-15913F-HRTimeline
Continuum Advisory, LLC5,325$573K0.05%+11413F-HRTimeline
Rock Point Advisors, LLC5,308$571K0.14%+2513F-HRTimeline
SWMG, LLC5,340$571K0.13%+97013F-HRTimeline
Virtue Capital Management, LLC5,279$568K0.08%new13F-HRTimeline
Net Worth Advisory Group5,248$565K0.14%-1,72913F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,244$564K0.08%+38913F-HRTimeline
Range Advisory, LLC5,221$562K0.07%-2,80113F-HRTimeline
Curi Capital, LLC5,218$562K0.01%-1,70813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska5,206$560K0.05%-113F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC5,169$556K0.27%-8213F-HRTimeline
Provenance Wealth Advisors, LLC5,160$555K0.05%+7413F-HRTimeline
Patriot Financial Group Insurance Agenc…5,158$555K0.06%-2,49413F-HRTimeline
Stewardship Advisors, LLC5,135$553K0.11%-11313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,123$551K0.02%013F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC5,117$551K0.31%-1,89413F-HRTimeline
GRANDFIELD & DODD, LLC5,115$550K0.03%013F-HRTimeline
Clare Market Investments LLC5,100$549K0.1%013F-HRTimeline
North Forty Two & Co.5,081$547K0.46%-5,30013F-HRTimeline
McKinley Carter Wealth Services, Inc.5,071$546K0.03%+113F-HRTimeline
Legacy Wealth Partners, LLC5,066$545K0.12%-3,03413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,023$541K0.07%+70013F-HRTimeline
Capital Asset Managemnet, LLC5,011$539K1.21%-1913F-HRTimeline
Hummer Financial Advisory Services Inc5,000$538K0.35%013F-HRTimeline
NorthRock Partners, LLC4,995$538K0.01%-17913F-HRTimeline
Evensky & Katz LLC4,991$537K0.03%+1913F-HRTimeline
Impact Investors, Inc4,965$534K0.39%-1313F-HRTimeline
WPG Advisers, LLC4,917$529K0.31%-6513F-HRTimeline
OLIO Financial Planning4,915$529K0.13%013F-HRTimeline
BEACON FINANCIAL GROUP4,909$528K0.05%+713F-HRTimeline
Advance Capital Management, Inc.4,908$528K0.02%+6813F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,883$526K0.03%-31213F-HRTimeline
Lynx Investment Advisory4,863$523K0.17%-7013F-HRTimeline
TENET WEALTH PARTNERS, LLC4,942$523K0.39%13F-HRTimeline
Investment Advisory Group, LLC4,802$517K0.11%013F-HRTimeline
Clark Asset Management, LLC4,799$516K0.04%+2,84613F-HRTimeline
OLD NATIONAL BANCORP /IN/4,784$515K0.01%-2,12313F-HRTimeline
Braun-Bostich & Associates Inc.4,768$513K0.29%-5413F-HRTimeline
Collaborative Wealth Managment Inc.4,763$513K0.22%-28613F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,745$511K0.34%+65013F-HRTimeline
LifeGoal Investments, LLC4,729$509K0.23%+2313F-HRTimeline
WEALTHGARDEN F.S. LLC4,728$509K0.29%+60413F-HRTimeline
Integrated Investment Consultants, LLC4,713$507K0.1%+9513F-HRTimeline
Acorn Wealth Advisors, LLC4,710$507K0.12%-6313F-HRTimeline
Asset Allocation Strategies LLC4,700$506K0.08%+313F-HRTimeline
Founders Financial Alliance, LLC4,692$505K0.07%+3,39113F-HRTimeline
GTS SECURITIES LLC4,681$504K0.01%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,673$503K0.05%+3813F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO4,645$500K0.05%-1,64813F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,641$499K0.08%+5813F-HRTimeline
Bell Investment Advisors, Inc4,592$494K0.07%-16813F-HRTimeline
LCW Services, LLC4,579$493K0.21%-3,98813F-HRTimeline
Welch & Forbes LLC4,574$492K0.01%+42113F-HRTimeline
BridgePort Financial Solutions, LLC4,566$491K0.13%013F-HRTimeline
Oregon Pacific Wealth Management, LLC4,563$491K0.46%013F-HRTimeline
NVWM, LLC4,505$485K0.1%-513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,463$480K0.08%+33213F-HRTimeline
STEVENS CAPITAL PARTNERS4,455$479K0.09%-4,59213F-HRTimeline
Intrua Financial, LLC4,411$475K0.04%013F-HRTimeline
TCP Asset Management, LLC4,405$474K0.05%+1813F-HRTimeline
Occidental Asset Management, LLC4,394$473K0.05%013F-HRTimeline
Asset Management One Co., Ltd.4,340$467K<0.01%new13F-HRTimeline
Erickson Financial Group, LLC4,322$465K0.25%013F-HRTimeline
Paulson Wealth Management Inc.4,316$464K0.1%-16913F-HRTimeline
FOCUS Wealth Advisors, LLC4,313$464K0.22%-15313F-HRTimeline
EPG Wealth Management LLC4,300$463K0.11%013F-HRTimeline
Atlas Brown,Inc.4,288$461K0.12%+2613F-HRTimeline
Altar Rock LLC4,283$461K0.67%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,268$459K<0.01%-19,38213F-HRTimelineGroup
Bouchey Financial Group, Ltd.4,263$459K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,261$459K0.04%-30613F-HRTimeline
Graetz Wealth LLC4,238$456K0.36%+9313F-HRTimeline
Iowa State Bank4,235$456K0.08%013F-HRTimeline
Anson Capital, Inc.4,215$454K0.3%+47113F-HRTimeline
Covenant Asset Management, LLC4,188$451K0.08%+1413F-HRTimeline
IFC Advisors LLC4,136$445K0.06%+5913F-HRTimeline
Journey Advisory Group, LLC4,135$445K0.03%+41313F-HRTimeline
Glass Jacobson Investment Advisors llc4,134$445K0.14%new13F-HRTimeline
First Interstate Bank4,117$443K0.02%new13F-HRTimeline
Heritage Family Offices, LLP4,113$443K0.17%-75113F-HRTimeline
Pacific Excel Wealth Advisors, Inc.4,113$443K0.17%new13F-HRTimeline
Cannon Wealth Management Services, LLC4,112$443K0.24%+13413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,104$442K-40,068Timeline
Summit Wealth Partners, LLC4,097$441K0.06%-8513F-HRTimeline
FreeGulliver LLC4,076$439K0.15%+26413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,061$437K0.25%-67413F-HRTimeline
Northland Capital Management LLC4,055$436K0.24%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…4,045$435K<0.01%013F-HRTimeline
XML Financial, LLC4,025$433K0.03%-25913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC4,023$433K0.24%+1,09413F-HRTimeline
Archer Investment Management, LLC4,016$432K0.15%-19,38713F-HRTimeline
Hexagon Capital Partners LLC3,988$429K0.06%-1913F-HRTimeline
KFA Private Wealth Group, LLC3,974$428K0.1%+74313F-HRTimeline
Ellis Investment Partners, LLC3,965$427K0.06%+3113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,962$426K0.01%-45413F-HRTimelineGroup
JHP Wealth Management, LLC3,952$425K0.35%new13F-HRTimeline
Wise Wealth Partners3,951$425K0.72%+2613F-HRTimeline
NorthStar Asset Management LLC /NJ/3,946$425K0.17%013F-HRTimeline
BCU Wealth Advisors, LLC3,942$424K0.14%+1,07113F-HRTimeline
MW ADVISORY, LLC3,932$423K0.17%13F-HRTimeline
Global Wealth Management Investment Adv…3,928$423K0.06%-2,41613F-HRTimeline
Oder Investment Management, LLC3,921$422K0.28%+1,02913F-HRTimeline
American Financial Advisors, LLC3,911$421K0.05%-8913F-HRTimeline
Intergy Private Wealth, LLC3,906$420K0.1%013F-HRTimeline
Stablepoint Partners, LLC3,905$420K0.06%-9613F-HRTimeline
Wagner Wealth Management, Corp3,899$420K0.34%-1,82513F-HRTimeline
OMNI 360 Wealth, Inc.3,881$418K0.19%+1,11313F-HRTimeline
Allodium Investment Consultants, LLC3,865$416K0.18%013F-HRTimeline
Amplius Wealth Advisors, LLC3,859$415K0.03%+39813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,829$412K0.03%+3,74413F-HRTimelineGroup
Root Financial Partners, LLC3,825$412K0.02%-4713F-HRTimeline
Park Place Capital Corp3,823$412K0.07%-4213F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,820$411K0.35%+27513F-HRTimeline
Perennial Investment Advisors, LLC3,809$410K0.03%+85613F-HRTimeline
Barnes Wealth Management Group, Inc3,802$409K0.19%+7413F-HRTimeline
Factor Wealth Management LTD3,774$406K0.06%-7,32513F-HRTimeline
Discipline Wealth Solutions, LLC3,766$405K0.04%-2,58313F-HRTimeline
WBH ADVISORY INC3,760$405K0.03%+45713F-HRTimeline
Altus Wealth Management, LLC3,755$404K0.16%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,750$404K0.13%013F-HRTimeline
Convergence Financial, LLC3,740$402K0.03%new13F-HRTimeline
Valley Financial Group, Inc.3,739$402K0.2%-21013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,794$402K0.05%new13F-HRTimeline
Atlas Legacy Advisors, LLC3,729$401K0.06%-65013F-HRTimeline
Texas Bank & Trust Co3,721$400K0.13%+1,19913F-HRTimeline
Wealth Alliance Advisory Group, LLC3,716$400K0.06%013F-HRTimeline
EASTERN BANK3,713$400K0.01%-40613F-HRTimeline
OAKWORTH CAPITAL, INC.3,711$399K0.02%+83813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,715$399K0.02%013F-HRTimeline
URS Advisory LLC3,701$398K0.22%+8813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,700$398K0.17%+10013F-HRTimeline