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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
Sandy Cove Advisors, LLC3,693$397K0.1%-1513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,690$397K0.02%+42613F-HRTimeline
Objective Capital Management, LLC3,650$393K0.35%013F-HRTimeline
Axis Wealth Partners, LLC3,636$391K0.19%+45213F-HRTimeline
Hayek Kallen Investment Management3,630$391K0.12%+83013F-HRTimeline
Welch Group, LLC3,629$391K0.01%013F-HRTimeline
Woodside Wealth Management LLC3,598$387K0.27%+1,35013F-HRTimeline
CAPSTONE CAPITAL LLC3,595$387K0.22%013F-HRTimeline
Evanson Financial, LLC3,583$386K0.02%13F-HRTimeline
Busey Bank3,578$385K0.01%-3,77613F-HRTimeline
Gladstone Institutional Advisory LLC3,570$384K0.01%+24113F-HRTimeline
Insight Advisors, LLC/ PA3,565$384K0.07%-28513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,561$383K0.01%+2613F-HRTimeline
Lake Hills Wealth Management, LLC3,556$383K0.17%-1,33613F-HRTimeline
Clarity Asset Management, Inc.3,551$382K0.19%-61,20913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,545$382K0.2%-30013F-HRTimeline
Pinion Investment Advisors, LLC3,529$380K0.07%new13F-HRTimeline
GoalVest Advisory LLC3,529$380K0.07%new13F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,522$379K0.19%013F-HRTimeline
Center for Financial Planning, Inc.3,521$379K0.04%013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department3,519$379K0.17%+2913F-HRTimelineGroup
Horst & Graben Wealth Management LLC3,512$377K0.05%+21813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,501$377K0.04%+9013F-HRTimeline
Kane Co Wealth Management, Inc.3,500$377K0.29%-2,55013F-HRTimeline
Chemistry Wealth Management LLC3,490$376K0.06%013F-HRTimeline
Shepherd Street Advisors LLC3,516$375K0.33%+32513F-HRTimeline
Old Peak Finance LLC3,486$375K0.18%+2713F-HRTimeline
Diligent Investors, LLC3,477$374K0.08%-53713F-HRTimeline
Kelly Financial Services LLC3,473$374K0.08%-35413F-HRTimeline
Hutchens & Kramer Investment Management…3,468$373K0.1%-46513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,466$373K0.01%+2,31413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,455$372K0.01%+2013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.3,456$372K0.05%-80713F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT3,453$372K0.02%013F-HRTimeline
10Elms LLP3,450$371K0.16%013F-HRTimeline
Kropog Financial Group, LLC3,450$371K0.26%-313F-HRTimeline
Raleigh Capital Management Inc.3,433$369K0.12%-4,34213F-HRTimeline
Newman Dignan & Sheerar, Inc.3,422$368K0.07%-58613F-HRTimeline
Goodman Advisory Group, LLC3,409$367K0.08%-2,72313F-HRTimeline
Boyce & Associates Wealth Consulting, I…3,407$367K0.25%+613F-HRTimeline
Lakeshore Capital Group, Inc.3,395$365K0.27%+413F-HRTimeline
Ducere Wealth Management LLC3,394$365K0.11%+69213F-HRTimeline
Impact Capital Partners LLC3,387$365K0.1%+13113F-HRTimeline
Independent Wealth Network Inc.3,386$364K0.09%-16913F-HRTimeline
LVW Advisors, LLC3,377$363K0.03%-15213F-HRTimeline
One Charles Private Wealth Services, LLC3,358$361K0.08%+77313F-HRTimeline
Accurate Wealth Management, LLC3,370$361K0.03%+86813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,342$360K0.22%+6113F-HRTimeline
Forum Private Client Group LLC3,341$360K0.11%+113F-HRTimeline
NTV Asset Management LLC3,333$359K0.04%+30013F-HRTimeline
Broadview Financial Management, LLC3,316$357K0.22%+2613F-HRTimeline
Gambit Capital Management, LLC3,315$357K0.21%+513F-HRTimeline
Bell Bank3,314$357K0.01%new13F-HRTimeline
Allegheny Financial Group3,300$355K0.04%+41513F-HRTimeline
FLC Capital Advisors3,297$355K0.06%+22913F-HRTimeline
Bigelow Investment Advisors, LLC3,280$353K0.13%-81413F-HRTimeline
Spectrum Investment Advisors, Inc.3,277$353K0.14%-3,68313F-HRTimeline
Merkkuri Wealth Advisors LLC3,273$352K0.22%-42513F-HRTimeline
NCM Capital Management, LLC3,267$352K0.11%-24513F-HRTimeline
First Citizens Financial Corp3,264$351K0.15%+83013F-HRTimeline
Maple Capital Management, Inc.3,263$351K0.02%-33413F-HRTimeline
ANDERSON HOAGLAND & CO3,260$351K0.03%-50,98813F-HRTimeline
Kagan Cocozza Asset Management3,260$351K0.22%-13013F-HRTimeline
Prospect Financial Services LLC3,250$350K0.18%+1,00013F-HRTimeline
PROFFITT & GOODSON INC3,240$349K0.05%new13F-HRTimeline
CUMBERLAND ADVISORS INC3,240$349K0.12%+12013F-HRTimeline
Atwater Malick LLC3,225$347K0.08%+1,13113F-HRTimeline
Vantus Wealth LLC3,224$347K0.19%13F-HRTimeline
Christensen, King & Associates Investme…3,220$347K0.14%013F-HRTimeline
Clear Retirement Advice LLC3,217$346K0.24%013F-HRTimeline
Eagle Bay Advisors LLC3,200$344K0.26%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,200$344K0.07%-2,26813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,183$343K<0.01%-1213F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC3,170$341K0.07%013F-HRTimeline
Transcendent Capital Group LLC3,163$340K0.13%-77513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,163$340K0.07%+75913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,151$339K0.09%+2113F-HRTimeline
Wescott Financial Advisory Group, LLC3,147$339K0.03%+813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,146$339K0.08%+3,11913F-HRTimeline
Chris Bulman Inc3,125$336K0.12%new13F-HRTimeline
Dynamic Wealth Strategies, LLC3,115$335K0.18%-27913F-HRTimeline
Leisure Capital Management3,111$335K0.1%013F-HRTimeline
Advisors Capital Management, LLC3,097$333K<0.01%+89613F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,088$332K0.11%+1513F-HRTimeline
Next Level Private LLC3,077$331K0.06%-2,72413F-HRTimeline
Kathmere Capital Management, LLC3,066$330K0.02%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,059$329K0.04%+3213F-HRTimeline
FSA Advisors, Inc.3,061$329K0.15%new13F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments3,053$329K0.02%-50513F-HRTimelineGroup
Addison Capital Co3,056$329K0.05%013F-HRTimeline
Golden State Wealth Management, LLC3,051$328K0.03%+2,16813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,010$324K0.01%new13F-HRTimelineGroup
Magnus Financial Group LLC3,002$323K0.02%-33213F-HRTimeline
Arrowroot Family Office, LLC3,002$323K0.09%-2413F-HRTimeline
BANK OZK2,999$323K0.1%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,997$323K<0.01%-2,50013F-HRTimeline
AWM CAPITAL, LLC2,997$323K0.03%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,996$322K0.05%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,991$322K0.02%013F-HRTimeline
NerdWallet Wealth Partners, LLC2,991$322K0.11%+6113F-HRTimeline
Sage Mountain Advisors LLC2,983$321K0.02%-1,68713F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,979$321K0.07%+97213F-HRTimeline
CERTUITY, LLC2,977$320K0.02%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,972$320K0.09%013F-HRTimeline
Berger Financial Group, Inc2,968$319K0.02%+213F-HRTimeline
Advisory Resource Group2,964$319K0.05%+3313F-HRTimeline
BALLAST ADVISORS LLC2,959$318K0.08%+16613F-HRTimeline
Wall Capital Group, Inc.2,950$317K0.26%+2413F-HRTimeline
S&A Financial Services, Inc.2,945$317K0.19%+55613F-HRTimeline
Evercore Wealth Management, LLC2,941$317K<0.01%+11113F-HRTimeline
Onyx Bridge Wealth Group LLC2,939$316K0.03%-46313F-HRTimeline
Global Assets Advisory, LLC2,944$316K0.07%+4613F-HRTimeline
CALTON & ASSOCIATES, INC.2,925$315K0.05%-67213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,916$314K0.09%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,915$314K0.04%013F-HRTimeline
UMB Bank, n.a.2,906$313K<0.01%-4,91913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Wealth Partners, Ltd.2,898$312K0.02%+3613F-HRTimeline
Legacy Capital Wealth Partners, LLC2,895$312K0.06%+18313F-HRTimeline
PAX Financial Group, LLC2,882$310K0.05%+12913F-HRTimeline
BBR PARTNERS, LLC2,870$309K0.01%013F-HRTimeline
Warren Street Wealth Advisors, LLC2,860$308K0.07%+40013F-HRTimeline
Unified Investment Management2,850$307K0.29%013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,847$306K0.03%013F-HR/ATimeline
Private Wealth Group, LLC2,837$305K0.12%+20513F-HRTimeline
West Wealth Group, LLC2,833$305K0.05%-3,64313F-HRTimeline
Cherry Tree Wealth Management, LLC2,822$304K0.06%-16513F-HRTimeline
Lee Financial Co2,807$302K0.04%013F-HRTimeline
Cushing Capital Partners, LLC2,807$302K0.21%013F-HRTimeline
BLUELINE ADVISORS LLC2,798$301K0.21%+40613F-HRTimeline
Eaton Financial Holdings Company, LLC2,789$300K0.08%+213F-HRTimeline
Core Wealth Management, Inc.2,779$299K0.08%013F-HRTimeline
Shepherd Financial Partners LLC2,772$298K0.02%-2913F-HRTimeline
Whitegate Investment Counselors, Inc.2,765$298K0.08%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.2,764$297K0.05%013F-HRTimeline
KEYVANTAGE WEALTH, LLC2,763$297K0.11%-3,93513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,747$296K<0.01%+6613F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC2,742$295K0.04%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,741$295K0.01%+19413F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,739$295K0.2%013F-HRTimeline
Oceanside Advisors LLC2,731$294K0.15%+10413F-HRTimeline
Family Investment Center, Inc.2,723$293K0.05%013F-HRTimeline
Cooper Financial Group2,719$293K0.02%-95913F-HRTimeline
Wagner Wealth Management, LLC2,718$293K0.05%013F-HRTimeline
Evolution Wealth Advisors, LLC2,704$291K0.03%-2,46013F-HRTimeline
Centennial Advisors, LLC2,702$291K0.35%+9113F-HRTimeline
Williams Jones Wealth Management, LLC.2,700$291K<0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,673$288K0.02%+48513F-HRTimelineGroup
Round Rock Advisors LLC2,665$287K0.04%013F-HRTimeline
Cannon Advisors, Inc.2,674$286K0.17%-11,22513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC2,649$285K0.01%new13F-HRTimelineGroup
Innova Wealth Partners2,630$283K0.12%-2513F-HRTimeline
Beacon Capital Management, LLC2,628$283K0.04%new13F-HRTimeline
Carolina Wealth Management Inc2,628$283K0.13%13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,618$282K0.07%013F-HRTimeline
Broussard Financial Group LLC2,615$281K0.23%013F-HRTimeline
CVFG LLC2,611$281K0.03%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,585$278K0.03%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,585$278K0.03%013F-HRTimeline
Marion Wealth Management2,577$277K0.06%013F-HRTimeline
Foguth Wealth Management, LLC.2,604$277K0.03%+27113F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,572$277K0.02%+1213F-HRTimeline
Latitude Advisors, LLC2,568$276K0.11%new13F-HRTimeline
Index Fund Advisors, Inc.2,566$276K0.01%+1013F-HRTimeline
Element Wealth, LLC2,563$276K0.1%-45213F-HRTimeline
BAKER BOYER NATIONAL BANK2,560$276K0.08%013F-HRTimeline
DV Trading LLC2,552$275K0.02%-271,54813F-HRTimeline
IVC Wealth Advisors LLC2,549$274K0.11%-1313F-HRTimeline
Ceeto Capital Group, LLC2,544$274K0.07%013F-HRTimeline
LGL PARTNERS, LLC2,545$274K0.1%+613F-HRTimeline
CAPITAL ADVISORS INC/OK2,540$273K<0.01%-6013F-HRTimeline
KICKSTAND VENTURES, LLC.2,538$273K0.05%013F-HRTimeline
SHUFRO ROSE & CO LLC2,523$272K0.02%-16813F-HRTimeline
Endowment Wealth Management, Inc.2,522$271K0.1%+6113F-HRTimeline
MN Wealth Advisors, LLC2,514$271K0.12%new13F-HRTimeline
Provident Wealth Management, LLC2,506$270K0.07%new13F-HRTimeline
Aventura Private Wealth, LLC2,502$269K0.08%-4613F-HRTimeline
Rossmore Private Capital2,500$269K0.02%013F-HRTimeline
Cannell & Spears LLC2,491$268K<0.01%-1,05013F-HRTimeline
Whitcomb & Hess, Inc.2,479$267K0.06%-16613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,434$262K<0.01%-1,38713F-HRTimelineGroup
SHP Wealth Management2,429$261K0.02%+1,62513F-HRTimeline
Baron Financial Group, LLC2,420$260K0.12%013F-HRTimeline
Capital Investment Advisory Services, L…2,419$260K0.02%+1013F-HRTimeline
Meridian Wealth Advisors, LLC2,418$260K0.03%013F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,403$259K0.09%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,400$258K0.01%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,400$258K0.02%013F-HRTimeline
LARCH CAPITAL PARTNERS LLC2,398$258K0.04%013F-HRTimeline
Fonville Wealth Management LLC2,372$255K0.04%+913F-HRTimeline
MSH Capital Advisors LLC2,357$254K0.04%-1,39513F-HRTimeline
Financial Futures Ltd Liability Co.2,356$254K0.1%new13F-HRTimeline
Tidemark, LLC2,347$253K0.06%+2,23113F-HRTimeline
Artesa Financial Group, LLC2,341$252K0.22%new13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC2,338$252K0.11%013F-HRTimeline
Cape Investment Advisory, Inc.2,338$252K0.07%+22813F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,334$251K0.12%-59913F-HRTimeline
Goelzer Investment Management, Inc.2,332$251K0.01%+26313F-HRTimeline
BLALOCK WILLIAMS, LLC2,331$251K0.16%+32913F-HRTimeline
Baltimore-Washington Financial Advisors…2,330$251K0.01%new13F-HRTimeline
Focused Wealth Management, Inc2,327$250K0.02%+913F-HRTimeline