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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
Sequent Planning LLC3,277$342K0.11%+91213F-HRTimeline
Transcendent Capital Group LLC3,269$342K0.18%-1313F-HRTimeline
Cannell & Spears LLC3,264$341K0.01%new13F-HRTimeline
Erickson Financial Group, LLC3,258$340K0.23%+57413F-HRTimeline
10Elms LLP3,250$340K0.32%+1,00013F-HRTimeline
Traynor Capital Management, Inc.3,250$339K0.02%-19013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,235$338K<0.01%-42913F-HRTimeline
McGinn Penninger Investment Management,…3,213$336K0.21%-1,56713F-HRTimeline
West Wealth Group, LLC3,211$334K0.08%new13F-HRTimeline
Stewardship Advisors, LLC3,196$334K0.08%-1,11113F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …3,194$334K<0.01%new13F-HRTimelineGroup
Family Investment Center, Inc.3,193$334K0.08%new13F-HRTimeline
Summit Wealth Partners, LLC3,184$333K0.06%-54913F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,183$333K0.02%-45113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,146$329K0.04%new13F-HRTimeline
PATRON PARTNERS, LLC3,137$328K0.16%-37513F-HRTimeline
Amplius Wealth Advisors, LLC3,133$327K0.03%new13F-HRTimeline
Leisure Capital Management3,111$325K0.12%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,110$325K<0.01%+71013F-HRTimelineGroup
Foguth Wealth Management, LLC.3,107$325K0.07%-6813F-HRTimeline
Cambria Investment Management, L.P.3,105$324K0.02%-9,58013F-HRTimeline
Global Assets Advisory, LLC3,098$323K0.13%new13F-HRTimeline
Strategic Wealth Partners, Ltd.3,080$322K0.03%13F-HRTimeline
Empower Advisory Group, LLC3,079$322K<0.01%-24813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,071$321K0.09%+6813F-HRTimelineGroup
Aviance Capital Partners, LLC3,069$321K0.04%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,079$320K0.03%-3,55213F-HRTimeline
Horst & Graben Wealth Management LLC3,052$319K0.05%+2413F-HRTimeline
Eaton Financial Holdings Company, LLC3,044$318K0.1%+1,00013F-HRTimeline
Wheelhouse Advisory Group LLC3,041$318K0.16%-33013F-HRTimeline
Dynamic Wealth Strategies, LLC3,032$317K0.23%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,000$313K0.14%013F-HRTimeline
Next Level Private LLC2,980$311K0.1%-17813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,972$311K0.12%013F-HRTimeline
Idaho Trust Co2,953$309K0.11%013F-HRTimeline
Transce3nd, LLC2,941$307K0.13%+24413F-HRTimeline
Charter Capital Management, LLC\DE2,937$307K0.18%13F-HRTimeline
Bonfire Financial2,936$307K0.25%new13F-HRTimeline
Gallacher Capital Management LLC2,924$306K0.14%-13213F-HRTimeline
Arrowroot Family Office, LLC2,923$305K0.14%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,915$305K0.05%-62413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,907$304K0.02%013F-HRTimeline
PKS Advisory Services, LLC2,892$302K0.08%+2313F-HRTimeline
CUMBERLAND ADVISORS INC2,890$302K0.13%-37513F-HRTimeline
Millington Financial Advisors, LLC2,912$302K0.15%+49713F-HRTimeline
Balefire, LLC2,877$301K0.07%new13F-HRTimeline
BBR PARTNERS, LLC2,870$300K0.02%013F-HRTimeline
Innova Wealth Partners2,870$300K0.18%-5013F-HRTimeline
Riverbend Wealth Management, LLC2,865$299K0.23%-1713F-HRTimeline
Shepherd Financial Partners LLC2,861$299K0.03%new13F-HRTimeline
Unified Investment Management2,850$298K0.32%013F-HRTimeline
Independent Wealth Network Inc.2,848$298K0.11%+46413F-HRTimeline
Quadrant Private Wealth Management, LLC2,835$296K0.06%new13F-HRTimeline
Keystone Financial Group2,823$295K0.03%+65413F-HRTimeline
Plancorp, LLC2,820$295K0.01%new13F-HRTimeline
Addison Capital Co2,816$294K0.1%013F-HRTimeline
FLC Capital Advisors2,813$294K0.06%+72813F-HRTimeline
Hayek Kallen Investment Management2,800$293K0.1%new13F-HRTimeline
TRUE Private Wealth Advisors2,803$293K0.03%-42113F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…2,800$293K0.18%new13F-HRTimelineGroup
BANK OZK2,793$292K0.11%+5313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,786$291K0.06%new13F-HRTimeline
Cornerstone Wealth Group, LLC2,777$290K0.02%-14,74113F-HRTimeline
Long Run Wealth Advisors, LLC2,773$290K0.06%new13F-HRTimeline
Oder Investment Management, LLC2,773$290K0.22%+81913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,772$290K0.02%013F-HRTimeline
StrongBox Wealth, LLC2,759$288K0.11%013F-HRTimeline
Leo Wealth, LLC2,758$288K0.02%new13F-HRTimeline
Aprio Wealth Management, LLC2,745$287K0.03%-95313F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,739$286K0.22%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,700$282K0.05%+913F-HRTimeline
Williams Jones Wealth Management, LLC.2,700$282K<0.01%new13F-HRTimeline
Element Wealth, LLC2,692$281K0.13%+16213F-HRTimeline
Aventura Private Wealth, LLC2,681$280K0.12%013F-HRTimeline
Round Rock Advisors LLC2,665$278K0.05%013F-HRTimeline
Axis Wealth Partners, LLC2,655$277K0.18%+7013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,622$274K0.04%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,586$273K0.31%013F-HRTimeline
Florin Court Capital LLP2,600$272K0.28%-6,30013F-HRTimeline
PATTEN & PATTEN INC/TN2,595$271K0.02%-29513F-HRTimeline
LIBRA WEALTH LLC2,574$269K0.09%new13F-HRTimeline
Allegheny Financial Group2,572$269K0.06%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,567$268K0.1%013F-HRTimeline
BAKER BOYER NATIONAL BANK2,560$267K0.09%013F-HRTimeline
Fermata Advisors, LLC2,553$267K0.07%new13F-HRTimeline
One Charles Private Wealth Services, LLC2,550$266K0.07%-20913F-HRTimeline
Ceeto Capital Group, LLC2,544$266K0.09%013F-HRTimeline
Advisory Resource Group2,544$266K0.05%-22,19113F-HRTimeline
KICKSTAND VENTURES, LLC.2,538$265K0.06%-23013F-HRTimeline
Cape Investment Advisory, Inc.2,528$264K0.1%+67213F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,523$264K0.02%+1213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,506$262K0.03%013F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC2,510$262K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pandora Wealth, Inc.2,500$261K0.16%013F-HRTimeline
Clarity Wealth Development LLC2,492$260K0.26%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,490$260K0.1%-3013F-HRTimeline
NorthStar Asset Management LLC /NJ/2,479$259K0.14%new13F-HRTimeline
EVOKE WEALTH, LLC2,465$258K0.01%-24113F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,411$252K0.18%013F-HRTimeline
Paladin Advisory Group, LLC2,409$252K0.19%-23,14213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,404$251K0.06%+28913F-HRTimeline
CRA Financial Services, LLC2,390$250K0.04%013F-HRTimeline
MBA Advisors LLC2,390$250K0.12%013F-HRTimeline
Benchmark Wealth Management, LLC2,381$249K0.11%new13F-HRTimeline
Team Financial Group, LLC2,367$247K0.12%new13F-HRTimeline
First Financial Group Corp2,355$246K0.24%013F-HRTimeline
LEIGH BALDWIN & CO., LLC2,343$245K0.16%-6513F-HRTimeline
Fonville Wealth Management LLC2,338$244K0.06%-13513F-HRTimeline
Mosaic Advisors LLC2,334$244K0.36%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,328$243K0.02%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,324$243K0.04%-50113F-HRTimeline
LaSalle St. Investment Advisors, LLC2,324$242K0.07%new13F-HRTimeline
CAPITAL ADVISORS INC/OK2,315$242K<0.01%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC2,310$241K0.1%013F-HRTimeline
Evanson Asset Management, LLC2,306$241K0.01%-13,19413F-HRTimeline
Northwest Financial Advisors2,304$241K0.34%-3,70413F-HRTimeline
Pacifica Partners Inc.2,299$240K0.1%-20013F-HRTimeline
Focused Wealth Management, Inc2,290$239K0.03%013F-HRTimeline
Warren Street Wealth Advisors, LLC2,281$238K0.08%-52513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,270$237K0.2%013F-HRTimeline
Evensky & Katz LLC2,260$236K0.01%-60513F-HRTimeline
Commonwealth Financial Services, LLC2,249$235K0.05%-1,95413F-HRTimeline
AMERIFLEX GROUP, INC.2,239$234K0.12%+1,19913F-HRTimeline
NWF Advisory Services Inc.2,224$232K0.03%+27113F-HRTimeline
WOLFF WIESE MAGANA LLC2,212$231K0.14%013F-HRTimeline
Financial Futures Ltd Liability Co.2,206$231K0.12%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,200$230K0.12%+5013F-HRTimeline
Harbour Trust & Investment Management Co2,176$227K0.03%+15013F-HRTimeline
CENTRAL TRUST Co2,174$227K0.01%+1,96113F-HRTimeline
Lakeshore Financial Planning, Inc.2,169$227K0.09%-15013F-HRTimeline
NOVUS ADVISORS, LLC2,167$226K0.35%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC2,155$225K0.1%-2,59613F-HRTimeline
Crescent Grove Advisors, LLC2,136$223K0.02%-76613F-HRTimeline
OMNI 360 Wealth, Inc.2,132$223K0.14%-27013F-HR/ATimeline
Gryphon Financial Partners LLC2,128$222K0.03%-59713F-HRTimeline
Tempus Wealth Planning, LLC2,128$222K0.06%013F-HRTimeline
Watts Gwilliam & Co., LLC2,086$222K0.04%-70613F-HRTimeline
Bernard Wealth Management Corp.2,118$221K0.1%-20213F-HRTimeline
Garner Asset Management Corp2,100$219K0.1%new13F-HRTimeline
Apex Wealth Management, LLC2,097$219K0.18%-39413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC2,096$219K0.14%+3213F-HRTimeline
Atwater Malick LLC2,094$219K0.07%013F-HRTimeline
Rossmore Private Capital2,090$218K0.03%013F-HRTimeline
Successful Portfolios LLC2,085$218K0.13%-2513F-HRTimeline
Texas Bank & Trust Co2,081$217K0.09%new13F-HRTimeline
Coastal Bridge Advisors, LLC2,078$217K0.02%+213F-HRTimeline
Journey Advisory Group, LLC2,077$217K0.02%013F-HRTimeline
Firestone Capital Management2,076$217K0.05%+1713F-HRTimeline
POSTROCK PARTNERS LLC2,075$217K0.1%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,066$216K0.17%-12,29013F-HRTimeline
Oceanside Advisors LLC2,050$214K0.14%+2913F-HRTimeline
Perennial Investment Advisors, LLC2,041$213K0.02%-1,06813F-HRTimeline
Clark Asset Management, LLC2,038$213K0.03%-1,56613F-HRTimeline
LGL PARTNERS, LLC2,044$213K0.09%-64213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,022$211K0.02%new13F-HRTimeline
Radnor Capital Management, LLC2,000$209K0.03%013F-HRTimeline
RENASANT BANK2,000$209K0.14%-8,29813F-HRTimeline
Five Oceans Advisors1,984$207K0.09%-713F-HRTimeline
Central Pacific Bank - Trust Division1,979$207K0.03%013F-HRTimeline
Williams & Novak Wealth Management, LLC1,979$207K0.18%-1,34813F-HRTimeline
Summit Financial Consulting LLC1,967$206K0.18%-213F-HRTimeline
Columbus Macro, LLC1,957$204K0.03%new13F-HRTimeline
Foundation Wealth Management, LLC\PA1,954$204K0.09%new13F-HRTimeline
Capital Investment Advisory Services, L…1,945$203K0.02%-80013F-HRTimeline
Veltria Advisors Corp.1,944$203K0.14%-5,64113F-HRTimeline
Mesirow Financial Investment Management…1,935$202K<0.01%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,935$202K0.04%+1513F-HRTimeline
Impact Capital Partners LLC1,924$201K0.07%new13F-HRTimeline
Sunbelt Securities, Inc.1,846$197K0.02%-33813F-HRTimeline
Bell Investment Advisors, Inc1,818$190K0.03%-84013F-HRTimeline
Rossby Financial, LCC1,808$189K0.07%-17213F-HRTimeline
Fairscale Capital, LLC1,782$185K0.13%new13F-HRTimeline
Kathleen S. Wright Associates Inc.1,766$185K0.07%-44513F-HRTimeline
Headlands Technologies LLC1,740$182K0.02%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,738$182K0.02%new13F-HRTimeline
Brooklyn Investment Group1,706$178K0.02%+38713F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC1,683$176K0.02%013F-HRTimeline
Bogart Wealth, LLC1,677$175K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,674$175K0.01%-1,07513F-HRTimelineGroup
Clearstead Trust, LLC1,574$164K0.03%013F-HRTimeline
Promus Capital, LLC1,550$162K0.11%+1,50213F-HR/ATimeline
GoalVest Advisory LLC1,546$162K0.04%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC1,542$161K3.32%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,508$158K0.01%+2313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,457$152K<0.01%-2,41813F-HRTimeline
Nordwand Advisors, LLC1,430$149K0.02%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,344$140K0.02%+20913F-HRTimeline
Sound Income Strategies, LLC1,329$139K0.01%+98413F-HRTimeline
Pineridge Advisors LLC1,325$138K0.05%+39913F-HRTimeline
GW&K Investment Management, LLC1,264$132K<0.01%013F-HRTimeline
WFA of San Diego, LLC1,215$127K0.09%13F-HRTimeline
Glass Jacobson Investment Advisors llc1,190$124K0.05%013F-HRTimeline
AllSquare Wealth Management LLC1,180$123K0.07%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,179$123K0.08%-19113F-HRTimeline
Princeton Global Asset Management LLC1,159$121K0.02%+1,04113F-HRTimeline
Woodside Wealth Management LLC1,148$120K0.1%new13F-HRTimeline
TRUST CO OF VERMONT1,112$116K0.01%013F-HRTimeline
Keystone Financial Group, Inc.1,095$113K0.07%-91613F-HRTimeline
Quest 10 Wealth Builders, Inc.1,019$106K0.1%-713F-HRTimeline
Cornerstone Planning Group LLC1,018$106K0.02%-2,47013F-HRTimeline