MUB ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
ArborFi Advisors, LLC	5,536	$590K	0.48%	+997	13F-HR Timeline
Seascape Capital Management	5,535	$589K	0.17%	+200	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	5,526	$588K	0.15%	0	13F-HR Timeline
Uptown Financial Advisors LLC	5,518	$588K	0.52%	0	13F-HR Timeline
Geneos Wealth Management Inc.	5,515	$587K	0.01%	-38,890	13F-HR Timeline
BankPlus Wealth Management LLCin group BankPlus Trust Department	5,484	$584K	0.34%	+41	13F-HR Timeline Group
LifeGoal Investments, LLC	5,483	$584K	0.49%	-2,289	13F-HR Timeline
First Heartland Consultants, Inc.	5,447	$580K	0.05%	new	13F-HR Timeline
Alta Wealth Advisors LLC	5,441	$579K	0.21%	-597	13F-HR Timeline
Impact Investors, Inc	5,420	$577K	0.38%	new	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	5,406	$576K	0.07%	+2,260	13F-HR Timeline
High Net Worth Advisory Group LLC	5,402	$575K	0.14%	0	13F-HR Timeline
Calamos Wealth Management LLCin group Calamos Advisors LLC	5,367	$571K	0.02%	-92	13F-HR Timeline Group
Cadent Capital Advisors, LLC	5,357	$571K	0.15%	-91	13F-HR Timeline
Pallas Capital Advisors LLC	5,351	$570K	0.02%	0	13F-HR Timeline
RAM Investment Partners, LLC	5,350	$570K	0.11%	-500	13F-HR Timeline
Maple Capital Management, Inc.	5,320	$567K	0.04%	+703	13F-HR Timeline
Copperleaf Capital, LLC	5,302	$565K	0.27%	+216	13F-HR Timeline
West Wealth Group, LLC	5,270	$564K	0.13%	+2,059	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	5,280	$562K	0.04%	-1,250	13F-HR Timeline Group
Colonial Trust Advisorsgroup of 2 filers holding	5,279	$562K		-631	Timeline Colonial Trust Co / SC: 3,779 (0.05%) 13F-HR Colonial Trust Advisors: 1,500 (0.01%) 13F-HR
FIRETHORN WEALTH PARTNERS, LLC	5,263	$560K	0.22%	+1,203	13F-HR Timeline
Farmers National Bank	5,257	$560K	0.13%	+759	13F-HR Timeline
Aspen Wealth Strategies, LLC	5,226	$557K	0.31%	-1,023	13F-HR Timeline
Tradition Wealth Management, LLC	5,201	$554K	0.04%	0	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	5,189	$553K	0.04%	-574	13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	5,144	$552K	0.39%	+22	13F-HR Timeline
Obermeyer Wealth Partners	5,182	$552K	0.03%	+158	13F-HR Timeline
GEM Asset Management, LLC	5,136	$547K	0.26%	+41	13F-HR Timeline
Annex Advisory Services, LLC	5,137	$547K	0.01%	-5,371	13F-HR Timeline
Balefire, LLC	5,123	$546K	0.11%	+2,246	13F-HR Timeline
GRANDFIELD & DODD, LLC	5,115	$545K	0.03%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	5,105	$544K	0.08%	+1,411	13F-HR Timeline
IFS Group,LLC	5,108	$543K	0.48%		13F-HR Timeline
Vantage Financial Partners, LLC	5,067	$540K	0.11%	-70	13F-HR Timeline
Westshore Wealth, LLC	5,058	$539K	0.18%	-3,220	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	5,000	$532K	0.12%	0	13F-HR Timeline
DAVIDSON TRUST CO	5,000	$532K	0.22%	0	13F-HR Timeline
Hummer Financial Advisory Services Inc	5,000	$532K	0.39%	0	13F-HR Timeline
Willow Creek Wealth Management Inc.	4,985	$531K	0.04%	+31	13F-HR Timeline
Aries Wealth Management	4,980	$530K	0.13%	0	13F-HR Timeline
ARS Wealth Advisors Group, LLC	4,960	$528K	0.05%	0	13F-HR Timeline
OLIO Financial Planning	4,936	$526K	0.15%	-22	13F-HR Timeline
BEACON FINANCIAL GROUP	4,923	$524K	0.05%	-374	13F-HR Timeline
Ellis Investment Partners, LLC	4,919	$524K	0.09%	+39	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	4,905	$522K	0.04%	-14	13F-HR Timeline Group
TITLEIST ASSET MANAGEMENT, LLC	4,898	$522K	0.05%	+1	13F-HR Timeline
Evolution Wealth Advisors, LLC	4,897	$521K	0.07%	-246	13F-HR Timeline
Boyd Wealth Management, LLC	4,888	$521K	0.22%	+46	13F-HR Timeline
GeoWealth Management, LLC	4,878	$519K	0.02%	-2,300	13F-HR Timeline
Park Place Capital Corp	4,820	$513K	0.11%	+1,113	13F-HR Timeline
Braun-Bostich & Associates Inc.	4,809	$512K	0.32%	+1,080	13F-HR Timeline
Cannell & Spears LLC	4,766	$508K	0.01%	+1,502	13F-HR Timeline
Fairway Wealth LLC	4,760	$507K	0.14%	+1,405	13F-HR Timeline
Certus Wealth Management, LLC	4,743	$505K	0.3%	-1,042	13F-HR Timeline
Blue Chip Partners, LLC	4,710	$502K	0.04%	+38	13F-HR Timeline
Asset Allocation Strategies LLC	4,694	$500K	0.1%	+2	13F-HR Timeline
OAKWORTH CAPITAL, INC.	4,681	$498K	0.03%	-191	13F-HR Timeline
OneAscent Financial Services LLCgroup of 2 filers holding	4,675	$498K		-1,820	Timeline OneAscent Financial Services LLC: 2,667 (0.03%) 13F-HR/A OneAscent Family Office, LLC: 2,008 (0.17%) 13F-HR
BECKER CAPITAL MANAGEMENT INC	4,669	$497K	0.01%	+80	13F-HR Timeline
Diligent Investors, LLC	4,659	$496K	0.13%	-41	13F-HR Timeline
VANGUARD GROUP INCin group VANGUARD GROUP INC	4,641	$494K	<0.01%	+50	13F-HR Timeline Group
TWIN FOCUS CAPITAL PARTNERS, LLC	4,635	$494K	0.06%	new	13F-HR Timeline
Chesapeake Wealth Management	4,625	$493K	0.15%	+500	13F-HR Timeline
CAPSTONE CAPITAL LLC	4,623	$492K	0.33%	-431	13F-HR Timeline
SWMG, LLC	4,563	$491K	0.15%	-345	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	4,604	$490K	0.01%	+15	13F-HR Timeline Group
NVWM, LLC	4,591	$489K	0.11%	+100	13F-HR Timeline
WPG Advisers, LLC	4,574	$487K	0.38%	+157	13F-HR Timeline
Stanich Group LLC	4,571	$487K	0.3%	new	13F-HR Timeline
Heritage Financial Services, LLC	4,567	$486K	0.04%	0	13F-HR Timeline
BridgePort Financial Solutions, LLC	4,566	$486K	0.13%	0	13F-HR Timeline
Acorn Wealth Advisors, LLC	4,536	$483K	0.15%	+501	13F-HR Timeline
Sage Mountain Advisors LLC	4,517	$481K	0.03%	new	13F-HR Timeline
Operose Advisors LLC	4,506	$480K	0.12%	+19	13F-HR Timeline
Integrated Investment Consultants, LLC	4,473	$476K	0.08%	+93	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	4,469	$476K	0.03%	0	13F-HR Timeline Group
FOCUS Wealth Advisors, LLC	4,466	$476K	0.23%	+153	13F-HR Timeline
EVOKE WEALTH, LLC	4,465	$475K	0.01%	+2,000	13F-HR Timeline
Baron Financial Group, LLC	4,465	$475K	0.26%	+10	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	4,434	$472K	0.02%	-2,681	13F-HR Timeline
Busey Bank	4,429	$472K	0.01%	+418	13F-HR Timeline
Cannon Wealth Management Services, LLC	4,426	$471K	0.36%	+105	13F-HR Timeline
Canandaigua National Trust Co of Florida	4,419	$471K	0.37%	+270	13F-HR Timeline
Intrua Financial, LLC	4,411	$470K	0.05%	new	13F-HR Timeline
Rye Brook Capital LLC	4,400	$469K	0.39%	0	13F-HR Timeline
Sandbox Financial Partners, LLC	4,396	$468K	0.13%	-602	13F-HR Timeline
Covestor Ltd	4,392	$468K	0.26%	+594	13F-HR Timeline
DIVIDEND ASSETS CAPITAL, LLC	4,362	$465K	0.08%	0	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	4,350	$463K	0.14%	+896	13F-HR Timeline
Elk River Wealth Management LLC	4,333	$461K	0.07%	new	13F-HR Timeline
FARMERS TRUST CO	4,332	$461K	0.08%	-200	13F-HR Timeline
HM PAYSON & CO	4,312	$459K	0.01%	0	13F-HR Timeline
Atlas Brown,Inc.	4,312	$459K	0.14%	-840	13F-HR Timeline
EPG Wealth Management LLC	4,300	$458K	0.13%	0	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	4,294	$457K	0.01%	+844	13F-HR Timeline Group
TOBIAS FINANCIAL ADVISORS, INC.	4,277	$455K	0.07%	-29,491	13F-HR Timeline
Atlas Legacy Advisors, LLC	4,263	$454K	0.09%	-53	13F-HR Timeline
FSA Advisors, Inc.	4,263	$454K	0.36%	-341	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	4,252	$453K	0.07%	-1,123	13F-HR Timeline
Riverwater Partners LLC	4,242	$452K	0.19%	new	13F-HR Timeline
XML Financial, LLC	4,238	$451K	0.04%	-279	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	4,226	$450K	0.22%	+1,747	13F-HR Timeline
NTV Asset Management LLC	4,200	$447K	0.05%	-2,616	13F-HR Timeline
Bigelow Investment Advisors, LLC	4,199	$447K	0.18%	-593	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	4,178	$445K	0.05%	-12	13F-HR Timeline
LJI Wealth Management, LLC	4,159	$443K	0.08%	-5,689	13F-HR Timeline
Wise Wealth Partners	4,146	$441K	0.67%	+25	13F-HR Timeline
Iowa State Bank	4,126	$439K	0.08%	0	13F-HR Timeline
Helium Advisors LLC	4,118	$439K	0.37%	+551	13F-HR Timeline
American Financial Advisors, LLC	4,090	$436K	0.06%	-624	13F-HR Timeline
Argent Trust Co	4,087	$435K	0.02%	0	13F-HR Timeline
Able Wealth Management LLC	4,065	$433K	0.16%	-305	13F-HR Timeline
NCM Capital Management, LLC	4,063	$433K	0.17%	+4	13F-HR Timeline
Coastal Bridge Advisors, LLC	4,058	$432K	0.03%	+1,980	13F-HR Timeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…	4,045	$431K	<0.01%	+145	13F-HR Timeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	4,036	$430K	0.09%	-1,660	13F-HR Timeline Group
WEALTHGARDEN F.S. LLC	3,997	$430K	0.31%	-383	13F-HR Timeline
BlueStem Wealth Partners, LLC	4,025	$429K	0.05%	-1,766	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	4,023	$428K	0.07%	-90	13F-HR Timeline
First Affirmative Financial Network	4,020	$428K	0.2%	+1	13F-HR Timeline
Advance Capital Management, Inc.	4,020	$428K	0.02%	+606	13F-HR Timeline
EWA, LLC	4,006	$427K	0.12%	-8,312	13F-HR Timeline
Wellspring Financial Advisors, LLC	58,472	$425K	0.04%	new	13F-HR Timeline
Covenant Asset Management, LLC	3,974	$423K	0.08%	0	13F-HR Timeline
Provenance Wealth Advisors, LLC	3,965	$422K	0.05%	0	13F-HR Timeline
Wescott Financial Advisory Group, LLC	3,959	$422K	0.04%	+14	13F-HR Timeline
Stablepoint Partners, LLC	3,945	$420K	0.07%	-373	13F-HR Timeline
Insight Advisors, LLC/ PA	3,939	$420K	0.06%	+251	13F-HR Timeline
Broadview Financial Management, LLC	3,917	$417K	0.28%	-13,401	13F-HR Timeline
WealthBridge Capital Management, LLC	3,899	$415K	0.1%	+110	13F-HR Timeline
AIFG Consultants Ltd.	3,887	$414K	0.73%	-1,086	13F-HR Timeline
Hilltop National Bank	3,884	$414K	0.1%	-144	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	3,857	$411K	0.02%	+215	13F-HR Timeline Group
SOUTH PLAINS FINANCIAL, INC.	3,845	$409K	0.26%	0	13F-HR Timeline
Gladstone Institutional Advisory LLC	3,842	$409K	0.02%	-4	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	3,833	$408K	0.05%	-5	13F-HR Timeline
Goodman Advisory Group, LLC	3,815	$406K	0.1%	-941	13F-HR Timeline
Revisor Wealth Management LLC	3,804	$405K	0.14%	-37	13F-HR Timeline
Berger Financial Group, Inc	3,791	$404K	0.02%	+3	13F-HR Timeline
Lakeshore Capital Group, Inc.	3,781	$403K	0.33%	-937	13F-HR Timeline
PAX Financial Group, LLC	3,770	$401K	0.07%	-99	13F-HR Timeline
Boston Trust Walden Corpin group Boston Trust Walden Corp	3,760	$400K	<0.01%	new	13F-HR Timeline Group
Altus Wealth Management, LLC	3,755	$400K	0.18%	0	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	3,729	$397K	0.06%	+3,243	13F-HR Timeline
IFC Advisors LLC	3,717	$396K	0.07%	-447	13F-HR Timeline
Wealth Alliance Advisory Group, LLC	3,716	$396K	0.07%	-4,107	13F-HR Timeline
EASTERN BANK	3,713	$395K	0.01%	0	13F-HR Timeline
FreeGulliver LLC	3,700	$394K	0.18%	+300	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	3,697	$394K	<0.01%	+618	13F-HR Timeline Group
Heritage Wealth Management, Inc. /CA/	3,682	$392K	0.27%	-30	13F-HR Timeline
Hiley Hunt Wealth Management	3,677	$392K	0.18%	-2,488	13F-HR Timeline
Cherry Tree Wealth Management, LLC	3,677	$392K	0.09%	-2,631	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	3,655	$389K	0.12%	-2,963	13F-HR Timeline
Anson Capital, Inc.	3,633	$387K	0.29%	-138	13F-HR Timeline
Charter Oak Capital Management, LLC	3,623	$386K	0.03%	-83	13F-HR Timeline
Sachetta, LLC	3,620	$385K	0.14%	0	13F-HR Timeline
Allodium Investment Consultants, LLC	3,617	$385K	0.22%	+209	13F-HR Timeline
Cooper Financial Group	3,606	$384K	0.04%	new	13F-HR Timeline
Binnacle Investments Inc	3,569	$380K	0.22%	-103	13F-HR Timeline
Objective Capital Management, LLC	3,550	$378K	0.39%	0	13F-HR Timeline
10Elms LLP	3,550	$378K	0.34%	+300	13F-HR Timeline
HILLTOP WEALTH ADVISORS, LLC	3,522	$375K	0.2%	0	13F-HR Timeline
Center for Financial Planning, Inc.	3,521	$375K	0.04%	0	13F-HR Timeline
Philip James Wealth Mangement, LLC	3,513	$374K	0.04%	-1,177	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	3,509	$374K	<0.01%	+274	13F-HR Timeline
Chemistry Wealth Management LLC	3,490	$372K	0.07%	0	13F-HR Timeline
Advisory Resource Group	3,487	$371K	0.07%	+943	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	3,481	$371K	0.01%	0	13F-HR Timeline
Consolidated Portfolio Review Corp	3,472	$370K	0.05%	-31	13F-HR Timeline
Transcendent Capital Group LLC	3,462	$369K	0.16%	+193	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	3,455	$368K	0.17%	new	13F-HR Timeline
PKS Advisory Services, LLC	3,450	$367K	0.08%	+558	13F-HR Timeline
Kropog Financial Group, LLC	3,431	$365K	0.3%	+11	13F-HR Timeline
Fiscal Wisdom Wealth Management, LLC	3,390	$365K	0.35%		13F-HR Timeline
COLUMBIA ADVISORY PARTNERS LLC	3,399	$362K	0.25%	-762	13F-HR Timeline
Dynamic Wealth Strategies, LLC	3,394	$361K	0.24%	+362	13F-HR Timeline
WBH ADVISORY INC	3,388	$361K	0.03%	-432	13F-HR Timeline
Boyce & Associates Wealth Consulting, I…	3,388	$361K	0.3%	+7	13F-HR Timeline
Valley Financial Group, Inc.	3,383	$360K	0.2%	-589	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	3,382	$360K	0.19%	-8	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	3,377	$360K	0.01%	+24	13F-HR Timeline
Christensen, King & Associates Investme…	3,365	$358K	0.15%	-82	13F-HR Timeline
KENNEDY INVESTMENT GROUP, INC.	3,351	$357K	0.14%	new	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	3,350	$357K	0.19%	0	13F-HR Timeline
Freedom Investment Management, Inc.	3,320	$354K	0.09%	-4,114	13F-HR Timeline
Friday Financial	3,301	$352K	0.15%	0	13F-HR Timeline
ROCKLAND TRUST CO	3,294	$351K	0.01%	new	13F-HR Timeline
Northland Capital Management LLC	3,285	$350K	0.2%	-155	13F-HR Timeline
Erickson Financial Group, LLC	3,258	$347K	0.22%	0	13F-HR Timeline
Northwest Financial Advisors	3,241	$345K	0.44%	+937	13F-HR Timeline
Perennial Investment Advisors, LLC	3,239	$345K	0.03%	+1,198	13F-HR Timeline
Horst & Graben Wealth Management LLC	3,236	$345K	0.05%	+184	13F-HR Timeline
Accel Wealth Management	3,236	$345K	0.1%	-223	13F-HR Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	3,226	$344K	<0.01%	-10,437	13F-HR Timeline Group
INTEGRITY ALLIANCE, LLC.	3,220	$343K	0.02%	+37	13F-HR Timeline
Traynor Capital Management, Inc.	3,210	$342K	0.02%	-40	13F-HR Timeline
Summit Wealth Partners, LLC	3,200	$341K	0.06%	+16	13F-HR Timeline
KFA Private Wealth Group, LLC	3,180	$339K	0.1%	-2,029	13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	3,161	$337K	0.08%	new	13F-HR Timeline