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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
MONETA GROUP INVESTMENT ADVISORS LLC5,645$590K0.01%+1,51513F-HRTimeline
TSA Wealth Managment LLC5,635$589K0.22%-2,23213F-HRTimeline
Soltis Investment Advisors LLC5,588$584K0.05%-65713F-HRTimeline
West Financial Advisors, LLC5,582$583K0.1%-1,21313F-HRTimeline
Clarion Wealth Managment Partners, LLC5,570$582K0.64%13F-HRTimeline
LITTLE HOUSE CAPITAL LLC5,564$581K0.15%+11713F-HRTimeline
CRUX WEALTH ADVISORS5,557$581K0.25%+1,30113F-HRTimeline
SUTTON PLACE INVESTORS LLC5,529$578K0.35%+1,58513F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,526$577K0.16%+113F-HRTimeline
Uptown Financial Advisors LLC5,518$577K0.54%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC5,459$570K0.02%-4,72313F-HRTimelineGroup
Net Worth Advisory Group5,448$569K0.13%+2,13913F-HRTimeline
Cadent Capital Advisors, LLC5,448$569K0.19%+4313F-HRTimeline
Tull Financial Group, Inc.5,446$569K0.26%new13F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department5,443$569K0.38%+9913F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp5,429$567K0.02%+3,11413F-HRTimelineGroup
Signal Advisors Wealth, LLC5,408$565K0.04%-1,41313F-HRTimeline
Wiser Wealth Management, Inc5,407$565K0.14%new13F-HRTimeline
High Net Worth Advisory Group LLC5,402$564K0.15%-2,17413F-HRTimeline
TOWNSQUARE CAPITAL LLC5,375$562K0.05%-250,48013F-HRTimeline
Pallas Capital Advisors LLC5,351$559K0.02%-2,11613F-HRTimeline
Seascape Capital Management5,335$557K0.18%-14,34913F-HRTimeline
BEACON FINANCIAL GROUP5,297$553K0.06%+34813F-HRTimeline
Rock Point Advisors, LLC5,275$551K0.16%013F-HRTimeline
KFA Private Wealth Group, LLC5,209$544K0.17%-38413F-HRTimeline
Lee Financial Co5,207$544K0.08%-52513F-HRTimeline
Tradition Wealth Management, LLC5,201$543K0.04%-9513F-HRTimeline
BALLAST ADVISORS LLC5,167$540K0.16%013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC5,197$540K0.34%-6813F-HRTimeline
Atlas Brown,Inc.5,152$538K0.17%-9113F-HRTimeline
Allen Capital Group, LLC5,148$538K0.06%-2,29113F-HRTimeline
Evolution Wealth Advisors, LLC5,143$537K0.08%013F-HRTimeline
Vantage Financial Partners, LLC5,137$537K0.12%-25213F-HRTimeline
LexAurum Advisors, LLC5,128$536K0.08%+2,49513F-HRTimeline
GRANDFIELD & DODD, LLC5,115$534K0.03%013F-HRTimeline
Copperleaf Capital, LLC5,086$531K0.27%-21113F-HRTimeline
GEM Asset Management, LLC5,095$531K0.27%-1,86813F-HRTimeline
INSTRUMENTAL WEALTH, LLC5,122$531K0.42%+1213F-HRTimeline
CAPSTONE CAPITAL LLC5,054$528K0.38%-23013F-HRTimeline
Winthrop Advisory Group LLC5,040$527K0.05%+21113F-HRTimeline
Obermeyer Wealth Partners5,024$525K0.03%+2,65113F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,000$522K0.13%013F-HRTimeline
DAVIDSON TRUST CO5,000$522K0.24%013F-HRTimeline
Hummer Financial Advisory Services Inc5,000$522K0.39%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/5,000$522K0.22%013F-HR/ATimelineGroup
Sandbox Financial Partners, LLC4,998$522K0.16%+15913F-HRTimeline
Aries Wealth Management4,980$520K0.14%013F-HRTimeline
AIFG Consultants Ltd.4,973$520K1.01%-1,38213F-HRTimeline
ARS Wealth Advisors Group, LLC4,960$518K0.06%013F-HRTimeline
OLIO Financial Planning4,958$518K0.16%-1313F-HRTimeline
Willow Creek Wealth Management Inc.4,954$518K0.05%+3713F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC4,950$517K0.22%013F-HRTimeline
Financial Freedom, LLC4,928$515K0.28%-96513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,919$514K0.05%-44613F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co4,911$513K0.03%013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC4,897$512K0.05%-1413F-HRTimeline
Bison Wealth, LLC4,914$511K0.04%+24313F-HRTimeline
Ellis Investment Partners, LLC4,880$510K0.1%+3913F-HRTimeline
MSH Capital Advisors LLC4,873$509K0.15%+1,36813F-HRTimeline
OAKWORTH CAPITAL, INC.4,872$509K0.03%new13F-HRTimeline
SWMG, LLC4,908$509K0.17%+69513F-HRTimeline
Boyd Wealth Management, LLC4,842$506K0.22%+7613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,837$505K0.01%+20213F-HRTimelineGroup
Bigelow Investment Advisors, LLC4,792$501K0.22%-57213F-HRTimeline
KM Capital Management Ltd.4,763$498K0.25%new13F-HRTimeline
Goodman Advisory Group, LLC4,756$497K0.17%-22,03513F-HRTimeline
Centurion Wealth Management LLC4,735$495K0.14%+33813F-HRTimeline
Lakeshore Capital Group, Inc.4,718$493K0.44%+11813F-HRTimeline
American Financial Advisors, LLC4,714$493K0.07%-8013F-HRTimeline
Diligent Investors, LLC4,700$491K0.12%+1013F-HRTimeline
Asset Allocation Strategies LLC4,692$490K0.11%-1313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,691$490K0.08%-4,43013F-HRTimeline
Philip James Wealth Mangement, LLC4,690$490K0.06%-95613F-HRTimeline
Blue Chip Partners, LLC4,672$488K0.04%-255,12013F-HRTimeline
Forum Private Client Group LLC4,660$487K0.19%+49413F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,645$485K0.03%013F-HR/ATimelineGroup
Maple Capital Management, Inc.4,617$482K0.03%-8013F-HRTimeline
FSA Advisors, Inc.4,604$481K0.39%+29713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,591$480K<0.01%-40813F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC4,589$479K0.01%-30,64213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,589$479K0.01%-1,45913F-HRTimelineGroup
Heritage Financial Services, LLC4,567$477K0.05%-3213F-HRTimeline
BridgePort Financial Solutions, LLC4,566$477K0.16%013F-HRTimeline
ArborFi Advisors, LLC4,539$474K0.42%+80213F-HRTimeline
FARMERS TRUST CO4,532$474K0.09%013F-HRTimeline
XML Financial, LLC4,517$472K0.04%+16513F-HRTimeline
Waypoint Wealth Partners Inc.4,506$471K0.11%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,503$470K0.07%new13F-HRTimeline
Farmers National Bank4,498$470K0.12%-10913F-HRTimeline
NVWM, LLC4,491$469K0.11%-4613F-HRTimeline
Operose Advisors LLC4,487$469K0.13%-3,94713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,469$467K0.03%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC4,457$466K0.09%-12313F-HRTimeline
Baron Financial Group, LLC4,455$465K0.27%-4013F-HRTimeline
WPG Advisers, LLC4,417$461K0.39%-1,21513F-HRTimeline
Rye Brook Capital LLC4,400$460K0.48%new13F-HRTimeline
Integrated Investment Consultants, LLC4,380$458K0.09%+22013F-HRTimeline
Able Wealth Management LLC4,370$457K0.23%+86313F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC4,362$456K0.08%+9613F-HRTimeline
WEALTHGARDEN F.S. LLC4,380$455K0.38%+93113F-HRTimeline
Cannon Wealth Management Services, LLC4,321$451K0.37%+6413F-HRTimeline
Stablepoint Partners, LLC4,318$451K0.08%-16313F-HRTimeline
Atlas Legacy Advisors, LLC4,316$451K0.1%+60013F-HRTimeline
FOCUS Wealth Advisors, LLC4,313$451K0.23%013F-HRTimeline
HM PAYSON & CO4,312$451K0.01%013F-HRTimeline
EPG Wealth Management LLC4,300$449K0.13%013F-HRTimeline
Evercore Wealth Management, LLC4,297$449K0.01%013F-HRTimeline
Parkside Financial Bank & Trust4,259$445K0.05%-3,69613F-HRTimeline
HB Wealth Management, LLC4,219$441K<0.01%-54813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,190$438K0.06%-2,46313F-HRTimeline
IFC Advisors LLC4,164$435K0.08%-2,35213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC4,161$435K0.33%new13F-HRTimeline
Canandaigua National Trust Co of Florida4,149$433K0.31%-5013F-HRTimeline
Iowa State Bank4,126$431K0.09%-11913F-HRTimeline
Chesapeake Wealth Management4,125$431K0.14%-34813F-HRTimeline
Wise Wealth Partners4,121$431K0.72%+12713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,113$430K0.07%+32513F-HRTimeline
Argent Trust Co4,087$427K0.02%-1,69913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,060$424K0.18%-1,02613F-HRTimeline
NCM Capital Management, LLC4,059$424K0.17%+113F-HRTimeline
Acorn Wealth Advisors, LLC4,035$422K0.16%new13F-HRTimeline
Hilltop National Bank4,028$421K0.11%13F-HRTimeline
First Affirmative Financial Network4,019$420K0.22%-69513F-HRTimeline
Busey Bank4,011$419K0.01%+28813F-HRTimeline
MGO ONE SEVEN LLC3,982$416K0.01%-1,91313F-HRTimeline
Covenant Asset Management, LLC3,974$415K0.09%013F-HRTimeline
Valley Financial Group, Inc.3,972$415K0.25%+5813F-HRTimeline
Provenance Wealth Advisors, LLC3,965$414K0.06%+1713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding3,954$413K+1,716Timeline
AMI INVESTMENT MANAGEMENT INC3,947$412K0.11%-2,54413F-HRTimeline
Wescott Financial Advisory Group, LLC3,945$412K0.04%-1,68213F-HRTimeline
Ocean Park Asset Management, LLC3,875$409K0.01%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…3,900$407K<0.01%-1513F-HRTimeline
PAX Financial Group, LLC3,869$404K0.08%-15113F-HRTimeline
Horan Securities, Inc.3,860$403K0.14%-9,32313F-HRTimeline
Gladstone Institutional Advisory LLC3,846$402K0.02%+24213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,845$402K0.28%013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,838$401K0.05%-1,39813F-HRTimeline
Revisor Wealth Management LLC3,841$400K0.14%-93913F-HRTimeline
WBH ADVISORY INC3,820$399K0.03%-71413F-HRTimeline
Collaborative Wealth Managment Inc.3,819$399K0.17%-37313F-HRTimeline
Covestor Ltd3,798$397K0.23%+53313F-HRTimeline
WealthBridge Capital Management, LLC3,789$396K0.1%+57913F-HRTimeline
Berger Financial Group, Inc3,788$396K0.03%+313F-HRTimeline
Anson Capital, Inc.3,771$394K0.32%013F-HRTimeline
Altus Wealth Management, LLC3,755$392K0.19%-20013F-HRTimeline
Strategic Financial Services, Inc.3,750$392K0.02%new13F-HRTimeline
Braun-Bostich & Associates Inc.3,729$390K0.27%+1,53213F-HRTimeline
Coastline Trust Co3,726$389K0.04%+1,91513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EASTERN BANK3,713$388K0.01%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/3,712$388K0.29%-30213F-HRTimeline
Charter Oak Capital Management, LLC3,706$387K0.03%-1,74413F-HRTimeline
Park Place Capital Corp3,707$387K0.09%-11,71013F-HRTimeline
CALTON & ASSOCIATES, INC.3,694$386K0.07%-2,05113F-HRTimeline
Insight Advisors, LLC/ PA3,688$385K0.06%+113F-HRTimeline
UNION SAVINGS BANK3,695$384K0.18%-1,86713F-HRTimeline
Binnacle Investments Inc3,672$384K0.25%-62313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,642$381K0.02%-34213F-HRTimelineGroup
BRIGHTON JONES LLC3,627$379K0.01%+1,20813F-HRTimeline
VeraBank, N.A.3,621$378K0.08%new13F-HRTimeline
Sachetta, LLC3,620$378K0.15%+69013F-HRTimeline
Brown Financial Advisors3,601$376K0.15%new13F-HRTimeline
WealthPlan Investment Management, LLC3,592$375K0.03%new13F-HRTimeline
Helium Advisors LLC3,567$373K0.24%-66513F-HRTimeline
Private Wealth Group, LLC3,563$372K0.2%-52113F-HRTimeline
Ellenbecker Investment Group3,552$371K0.06%+2413F-HRTimeline
Relyea Zuckerberg Hanson LLC3,552$371K0.04%013F-HRTimeline
Objective Capital Management, LLC3,550$371K0.42%+20013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,522$368K0.21%-77813F-HRTimeline
Center for Financial Planning, Inc.3,521$368K0.04%-1,40013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,520$368K0.13%-12,60613F-HRTimeline
Whitcomb & Hess, Inc.3,520$368K0.1%-213F-HRTimeline
Consolidated Portfolio Review Corp3,503$366K0.05%new13F-HRTimeline
HORAN Wealth, LLC3,501$366K0.11%13F-HRTimeline
Chemistry Wealth Management LLC3,490$365K0.08%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC3,481$364K0.01%new13F-HRTimeline
Accel Wealth Management3,459$361K0.12%-81313F-HRTimeline
Lifelong Wealth Advisors, Inc.3,454$361K0.12%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,450$361K0.01%-2,20313F-HRTimelineGroup
Christensen, King & Associates Investme…3,447$360K0.17%-30013F-HRTimeline
Efficient Advisors, LLC3,442$360K0.02%-4,93613F-HRTimeline
Northland Capital Management LLC3,440$359K0.22%-10013F-HRTimeline
FUTURE YOU WEALTH LLC3,438$359K0.2%-28113F-HRTimeline
Tradewinds, LLC.3,433$359K0.27%new13F-HRTimeline
Merkkuri Wealth Advisors LLC3,433$359K0.27%-2,50313F-HRTimeline
Lokken Investment Group LLC3,429$358K0.14%-57613F-HRTimeline
Kropog Financial Group, LLC3,420$357K0.31%+1113F-HRTimeline
Advance Capital Management, Inc.3,414$357K0.02%+19013F-HRTimeline
Allodium Investment Consultants, LLC3,408$356K0.23%+15813F-HRTimeline
FreeGulliver LLC3,400$355K0.16%+50113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,390$354K0.17%-5613F-HRTimeline
Boyce & Associates Wealth Consulting, I…3,381$353K0.32%-1,18513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,364$351K<0.01%new13F-HRTimeline
Fairway Wealth LLC3,355$351K0.11%-4,04213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,353$350K0.01%+51713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,350$350K0.21%+3,10013F-HRTimeline
Guardian Asset Advisors, LLC3,347$350K0.2%+2113F-HRTimeline
Palumbo Wealth Management LLC3,345$350K0.11%-1,01113F-HRTimeline
Friday Financial3,301$345K0.18%-1913F-HRTimeline
Enterprise Bank & Trust Co3,294$344K0.13%013F-HRTimeline