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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
CRUX WEALTH ADVISORS6,478$694K0.26%+41213F-HRTimeline
LifeGoal Investments, LLC6,459$692K0.46%+97613F-HRTimeline
Cadia Private Client LLC6,451$691K0.55%13F-HRTimeline
LANARK FINANCIAL, INC.6,447$691K0.05%-1,31313F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,438$690K0.06%new13F-HRTimeline
EWA, LLC6,373$683K0.17%+2,36713F-HRTimeline
HighPoint Advisor Group LLC6,360$681K0.01%new13F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO6,293$674K0.06%13F-HRTimelineGroup
Columbia River Financial Group, LLC6,300$674K0.41%+11513F-HRTimeline
ARRIEN INVESTMENTS, INC.6,283$673K0.38%013F-HRTimeline
Peregrine Asset Advisers, Inc.6,239$668K0.19%-98613F-HRTimeline
SeaCrest Wealth Management, LLC6,201$668K0.07%013F-HRTimeline
ArborFi Advisors, LLC6,228$667K0.54%+69213F-HRTimeline
Winthrop Advisory Group LLC6,222$666K0.06%-7013F-HR/ATimeline
Greykasell Wealth Strategies, Inc.6,217$666K0.26%-1,79113F-HRTimeline
Legacy Wealth Partners, LLC6,207$665K0.17%13F-HRTimeline
Tassel Capital Management, Inc.6,184$662K0.4%+3213F-HRTimeline
Stewardship Advisors, LLC6,167$661K0.15%+35713F-HRTimeline
Goodman Advisory Group, LLC6,132$657K0.16%+2,31713F-HRTimeline
Wagner Wealth Management, Corp6,119$655K0.65%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,103$654K0.45%013F-HRTimeline
Smith Thornton Advisors LLC6,095$653K0.33%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,089$652K+2,053Timeline
1ST SOURCE BANK6,060$649K0.03%013F-HRTimeline
Montecito Bank & Trust6,060$649K0.1%013F-HRTimeline
Obermeyer Wealth Partners6,035$646K0.03%+85313F-HRTimeline
Everest Private Wealth6,015$644K0.36%013F-HRTimeline
Values Added Financial LLC6,001$643K0.27%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,986$641K0.02%+2,76613F-HRTimeline
Shotwell Rutter Baer Inc5,944$639K0.38%-1,07913F-HRTimeline
Total Clarity Wealth Management, Inc.5,943$637K0.15%new13F-HRTimeline
CFO4Life Group, LLC5,912$633K0.09%013F-HRTimeline
Trivium Point Advisory, LLC5,910$633K0.06%-66813F-HRTimeline
MSH Capital Advisors LLC5,902$632K0.14%013F-HRTimeline
Aspen Wealth Strategies, LLC5,899$632K0.35%+67313F-HRTimeline
Wiser Wealth Management, Inc5,885$630K0.14%-6813F-HRTimeline
Eley Financial Management, Inc5,883$630K0.23%-1,33813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC5,830$624K0.32%-1213F-HRTimeline
Rialto Wealth Management, LLC5,812$623K0.15%-7213F-HRTimeline
Impact Investors, Inc5,807$622K0.43%+38713F-HRTimeline
NewSquare Capital LLC5,804$622K0.05%-50,70013F-HRTimeline
Wealthstar Advisors, LLC5,754$616K0.34%-6,32813F-HRTimeline
SAPIENT CAPITAL LLC5,740$615K0.01%new13F-HRTimeline
RAM Investment Partners, LLC5,732$614K0.11%+38213F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC5,692$614K0.37%-6313F-HRTimeline
Friday Financial5,720$613K0.22%+2,41913F-HRTimeline
Seascape Capital Management5,710$612K0.17%+17513F-HRTimeline
Quadrant Private Wealth Management, LLC5,696$610K0.1%new13F-HRTimeline
BDFS Capital LLC5,663$607K0.31%13F-HRTimeline
Haverford Trust Co5,654$606K0.01%-4613F-HRTimeline
Heritage Wealth Advisors5,648$605K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC5,638$604K0.05%+7613F-HRTimeline
Geneos Wealth Management Inc.5,616$602K0.01%+10113F-HRTimeline
Clarion Wealth Managment Partners, LLC5,590$599K0.55%-313F-HRTimeline
HB Wealth Management, LLC5,588$599K<0.01%-2,43313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,570$597K0.05%-2,28013F-HRTimeline
SUTTON PLACE INVESTORS LLC5,545$594K0.33%-32913F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,526$593K0.13%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,524$592K0.22%+26113F-HRTimeline
Uptown Financial Advisors LLC5,518$591K0.5%013F-HRTimeline
Pallas Capital Advisors LLC5,513$590K0.02%+16213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,461$585K<0.01%+82013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.5,458$585K0.03%-27013F-HRTimeline
Unify Financial Advisors5,430$582K0.61%13F-HRTimeline
Cadent Capital Advisors, LLC5,415$580K0.15%+5813F-HRTimeline
High Net Worth Advisory Group LLC5,402$579K0.13%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC5,391$577K0.14%-40213F-HRTimeline
Gambit Capital Management, LLC5,383$577K0.41%13F-HRTimeline
GEM Asset Management, LLC5,355$576K0.26%+21913F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC5,370$575K0.3%-92213F-HRTimeline
Vantage Financial Partners, LLC5,366$575K0.12%+29913F-HRTimeline
Advocacy Wealth Management, LLC5,336$572K0.02%-3,89113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,280$566K0.04%013F-HRTimelineGroup
Balefire, LLC5,279$565K0.11%+15613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,279$565K0Timeline
DAVIDSON TRUST CO5,162$553K0.23%+16213F-HRTimeline
Aegis Wealth Management, Inc.5,149$552K0.43%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,138$550K0.04%-5113F-HRTimeline
West Wealth Group, LLC5,128$549K0.11%-14213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,123$549K0.04%new13F-HRTimeline
Continuum Advisory, LLC5,120$548K0.05%-50013F-HRTimeline
GRANDFIELD & DODD, LLC5,115$548K0.03%013F-HRTimeline
Provenance Wealth Advisors, LLC5,086$545K0.06%+1,12113F-HRTimeline
Advance Capital Management, Inc.5,078$544K0.02%+1,05813F-HRTimeline
Fullerton Advisors, LLC5,010$537K0.54%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,008$536K0.09%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,000$536K0.12%013F-HRTimeline
Hummer Financial Advisory Services Inc5,000$536K0.38%013F-HRTimeline
BEACON FINANCIAL GROUP4,951$530K0.05%+2813F-HRTimeline
DUTCH ASSET Corp4,950$530K0.41%13F-HRTimeline
OLIO Financial Planning4,936$529K0.15%013F-HRTimeline
GeoWealth Management, LLC4,929$528K0.02%+5113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,899$525K0.04%+113F-HRTimeline
Evolution Wealth Advisors, LLC4,897$525K0.05%013F-HRTimeline
Covestor Ltd4,882$523K0.27%+49013F-HRTimeline
Acorn Wealth Advisors, LLC4,867$521K0.16%+33113F-HRTimeline
WPG Advisers, LLC4,865$521K0.39%+29113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,862$521K<0.01%+1,16513F-HRTimelineGroup
Leisure Capital Management4,838$518K0.17%+1,72713F-HRTimeline
Investment Advisory Group, LLC4,802$514K0.13%new13F-HRTimeline
Braun-Bostich & Associates Inc.4,798$514K0.32%-1113F-HRTimeline
Northstar Financial Companies, Inc.4,793$513K0.41%+1,92613F-HRTimeline
Cassilly Financial Group LLC4,771$511K0.45%13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,769$511K0.03%+30013F-HRTimelineGroup
Blue Chip Partners, LLC4,760$510K0.04%+5013F-HRTimeline
Chesapeake Wealth Management4,750$509K0.15%+12513F-HRTimeline
Capital Asset Managemnet, LLC4,725$506K0.56%13F-HRTimeline
Sandbox Financial Partners, LLC4,722$506K0.14%+32613F-HRTimeline
Kane Co Wealth Management, Inc.4,700$503K0.44%13F-HRTimeline
Networth Advisors, LLC4,699$503K0.37%13F-HRTimeline
Asset Allocation Strategies LLC4,696$503K0.09%+213F-HRTimeline
Centennial Advisors, LLC4,687$502K0.65%13F-HRTimeline
Sage Mountain Advisors LLC4,670$500K0.03%+15313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,668$500K0.01%+6413F-HRTimelineGroup
Able Wealth Management LLC4,658$499K0.16%+59313F-HRTimeline
NorthRock Partners, LLC4,648$498K0.01%+1,69913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,635$496K0.06%013F-HRTimeline
Heritage Financial Services, LLC4,572$490K0.04%+513F-HRTimeline
NVWM, LLC4,568$489K0.11%-2313F-HRTimeline
Integrated Investment Consultants, LLC4,567$489K0.1%+9413F-HR/ATimeline
BridgePort Financial Solutions, LLC4,566$489K0.13%013F-HRTimeline
Oregon Pacific Wealth Management, LLC4,563$489K0.5%+1,93613F-HRTimeline
Westshore Wealth, LLC4,537$486K0.16%-52113F-HRTimeline
TCP Asset Management, LLC4,526$485K0.08%-1,09513F-HRTimeline
Fairway Wealth LLC4,521$484K0.13%-23913F-HRTimeline
Cannon Wealth Management Services, LLC4,514$484K0.34%+8813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,510$483K0.01%+21613F-HRTimelineGroup
Paulson Wealth Management Inc.4,485$480K0.11%-1,57613F-HRTimeline
Canandaigua National Trust Co of Florida4,469$479K0.3%+5013F-HRTimeline
FOCUS Wealth Advisors, LLC4,466$478K0.22%013F-HRTimeline
EVOKE WEALTH, LLC4,465$478K0.01%013F-HRTimeline
SWMG, LLC4,414$475K0.13%-14913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC4,434$475K0.02%013F-HRTimeline
Busey Bank4,429$474K0.01%013F-HRTimeline
Intrua Financial, LLC4,411$472K0.05%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska4,406$472K0.05%-1,32013F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC4,400$471K0.01%-1,47713F-HRTimeline
Rye Brook Capital LLC4,400$471K0.44%013F-HRTimeline
Occidental Asset Management, LLC4,394$471K0.06%+2,50013F-HRTimeline
Lifelong Wealth Advisors, Inc.4,389$470K0.13%+3913F-HRTimeline
CAPSTONE CAPITAL LLC4,370$468K0.3%-25313F-HRTimeline
Erickson Financial Group, LLC4,368$468K0.29%+1,11013F-HRTimeline
FARMERS TRUST CO4,332$464K0.08%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,323$463K0.07%+30013F-HRTimeline
HM PAYSON & CO4,312$462K0.01%013F-HRTimeline
EPG Wealth Management LLC4,300$461K0.12%013F-HRTimeline
WealthBridge Capital Management, LLC4,288$459K0.1%+38913F-HRTimeline
Altar Rock LLC4,283$459K0.55%13F-HRTimeline
XML Financial, LLC4,282$459K0.04%+4413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.4,277$458K0.06%013F-HRTimeline
Bouchey Financial Group, Ltd.4,263$457K0.03%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/4,245$455K0.2%+1913F-HRTimeline
Atlas Brown,Inc.4,244$455K0.14%-6813F-HRTimeline
Riverwater Partners LLC4,242$454K0.18%013F-HRTimeline
NTV Asset Management LLC4,199$450K0.05%-113F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,180$448K0.38%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,178$448K0.05%013F-HRTimeline
Covenant Asset Management, LLC4,174$447K0.09%+20013F-HRTimeline
Summit Wealth Partners, LLC4,171$447K0.08%+97113F-HRTimeline
Atlas Legacy Advisors, LLC4,156$445K0.08%-10713F-HRTimeline
Coastal Bridge Advisors, LLC4,129$442K0.03%+7113F-HRTimeline
Iowa State Bank4,126$442K0.08%013F-HRTimeline
Ballast Rock Private Wealth LLC4,106$440K0.27%13F-HRTimeline
Wise Wealth Partners4,104$440K0.63%-4213F-HRTimeline
Evanson Asset Management, LLC4,048$434K0.02%+1,72313F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…4,045$433K<0.01%013F-HRTimeline
American Financial Advisors, LLC4,032$432K0.06%-5813F-HRTimeline
Magnolia Private Wealth, LLC4,029$432K0.3%new13F-HRTimeline
CALTON & ASSOCIATES, INC.4,020$431K0.06%-1,08513F-HRTimeline
Diligent Investors, LLC4,007$429K0.11%-65213F-HRTimeline
Bigelow Investment Advisors, LLC3,994$428K0.17%-20513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,986$427K0.03%+12913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,929$421K0.02%-3,57213F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT3,916$419K<0.01%+40713F-HRTimeline
Ellis Investment Partners, LLC3,913$419K0.07%-1,00613F-HRTimeline
Charter Oak Capital Management, LLC3,911$419K0.03%+28813F-HRTimeline
Kagan Cocozza Asset Management3,885$416K0.3%-3,48513F-HRTimeline
Insight Advisors, LLC/ PA3,876$415K0.06%-6313F-HRTimeline
Allodium Investment Consultants, LLC3,871$415K0.21%+25413F-HRTimeline
Patriot Financial Group Insurance Agenc…3,871$415K0.05%+3813F-HRTimeline
Hilltop National Bank3,867$414K0.1%-1713F-HRTimeline
Park Place Capital Corp3,850$412K0.09%-97013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,845$412K0.24%013F-HRTimeline
Transcendent Capital Group LLC3,843$412K0.19%+38113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,821$409K<0.01%+59513F-HRTimelineGroup
Kesler, Norman & Wride, LLC3,803$407K0.07%new13F-HRTimeline
Helium Advisors LLC3,788$406K0.41%-33013F-HRTimeline
WEALTHGARDEN F.S. LLC3,768$406K0.27%-22913F-HRTimeline
Maple Capital Management, Inc.3,787$406K0.03%-1,53313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,786$406K0.11%+13113F-HRTimeline
Stablepoint Partners, LLC3,782$405K0.06%-16313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,776$404K0.01%-89313F-HRTimeline
BlueStem Wealth Partners, LLC3,764$403K0.04%-26113F-HRTimeline
Altus Wealth Management, LLC3,756$402K0.17%+113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,750$402K0.15%new13F-HRTimeline
Range Advisory, LLC3,730$400K0.1%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,733$399K0.06%+413F-HRTimeline
AIFG Consultants Ltd.3,722$399K0.68%-16513F-HRTimeline
IFC Advisors LLC3,717$398K0.06%013F-HRTimeline
Wealth Alliance Advisory Group, LLC3,716$398K0.07%013F-HRTimeline