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Disclosery

MUB ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Amplius Wealth Advisors, LLC3,158$336K0.03%+2513F-HRTimeline
PATRON PARTNERS, LLC3,137$334K0.15%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,120$332K<0.01%+2,94413F-HRTimelineGroup
Leisure Capital Management3,111$331K0.11%013F-HRTimeline
Forum Private Client Group LLC3,105$331K0.12%-1,55513F-HRTimeline
CUMBERLAND ADVISORS INC3,095$330K0.13%+20513F-HRTimeline
Relyea Zuckerberg Hanson LLC3,082$328K0.03%-47013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,079$328K0.03%013F-HRTimeline
BALLAST ADVISORS LLC3,075$327K0.09%-2,09213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,073$327K0.05%+15813F-HRTimeline
Net Worth Advisory Group3,070$327K0.09%-2,37813F-HRTimeline
Wheelhouse Advisory Group LLC3,045$324K0.14%+413F-HRTimeline
Eaton Financial Holdings Company, LLC3,044$324K0.09%013F-HRTimeline
Sandy Cove Advisors, LLC3,019$321K0.1%new13F-HRTimeline
Next Level Private LLC3,013$321K0.09%+3313F-HRTimeline
Independent Wealth Network Inc.3,004$320K0.1%+15613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,000$319K0.13%013F-HRTimeline
Global Assets Advisory, LLC2,997$319K0.09%-10113F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,972$316K0.12%013F-HRTimeline
Hayek Kallen Investment Management1,305$316K0.1%-1,49513F-HRTimeline
Charter Capital Management, LLC\DE2,960$315K0.17%+2313F-HRTimeline
NorthRock Partners, LLC2,949$314K0.01%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,916$311K0.1%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,907$310K0.02%013F-HRTimeline
Ellenbecker Investment Group2,894$308K0.05%-65813F-HRTimeline
Element Wealth, LLC2,884$307K0.13%+19213F-HRTimeline
Riverbend Wealth Management, LLC2,876$306K0.21%+1113F-HRTimeline
BBR PARTNERS, LLC2,870$306K0.02%013F-HRTimeline
Northstar Financial Companies, Inc.2,867$305K0.28%new13F-HRTimeline
Millington Financial Advisors, LLC2,851$305K0.15%-6113F-HRTimeline
Shepherd Financial Partners LLC2,861$305K0.03%013F-HRTimeline
Unified Investment Management2,850$303K0.3%013F-HRTimeline
Legacy Capital Wealth Partners, LLC2,837$302K0.07%-19,31013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,834$302K0.04%+21213F-HRTimeline
Innova Wealth Partners2,820$300K0.16%-5013F-HRTimeline
Addison Capital Co2,816$300K0.09%013F-HRTimeline
TRUE Private Wealth Advisors2,803$298K0.03%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,799$298K0.05%-1,89213F-HRTimeline
Parkside Financial Bank & Trust2,789$297K0.02%-1,47013F-HRTimeline
Oder Investment Management, LLC2,781$296K0.21%+813F-HRTimeline
Efficient Advisors, LLC2,775$296K0.02%-66713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,772$295K0.02%013F-HRTimeline
Gallacher Capital Management LLC2,771$295K0.12%-15313F-HRTimeline
Aprio Wealth Management, LLC2,768$295K0.03%+2313F-HRTimeline
Whitegate Investment Counselors, Inc.2,765$294K0.1%-7,29513F-HRTimeline
Conrad Siegel Investment Advisors, Inc.2,764$294K0.06%new13F-HRTimeline
StrongBox Wealth, LLC2,759$294K0.1%013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,739$292K0.2%013F-HR/ATimeline
Lee Financial Co2,734$291K0.04%-2,47313F-HRTimeline
Wagner Wealth Management, LLC2,730$291K0.07%+1,96813F-HRTimeline
Pinnacle Financial Partners Inc2,726$290K0.01%-12,11313F-HRTimeline
Family Investment Center, Inc.2,723$290K0.06%-47013F-HRTimeline
Heritage Family Offices, LLP2,715$289K0.13%-3,31413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,700$288K0.05%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,700$288K<0.01%013F-HRTimeline
Whitcomb & Hess, Inc.2,686$286K0.07%-83413F-HRTimeline
Axis Wealth Partners, LLC2,672$285K0.17%+1713F-HRTimeline
Round Rock Advisors LLC2,665$284K0.04%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,664$284K0.21%-76913F-HRTimeline
BANK OZK2,643$281K0.1%-15013F-HRTimeline
Aventura Private Wealth, LLC2,641$281K0.1%-4013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,642$281K0.05%+31813F-HRTimeline
Private Wealth Group, LLC2,637$281K0.14%-92613F-HRTimeline
Cornerstone Wealth Group, LLC2,630$280K0.02%-14713F-HRTimeline
Oregon Pacific Wealth Management, LLC2,627$280K0.24%new13F-HRTimeline
LGL PARTNERS, LLC2,614$278K0.12%+57013F-HRTimeline
PATTEN & PATTEN INC/TN2,595$276K0.02%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,592$276K0.09%-92813F-HRTimeline
DEARBORN PARTNERS LLC2,574$274K0.01%new13F-HRTimeline
Allegheny Financial Group2,572$274K0.05%013F-HRTimeline
Lokken Investment Group LLC2,571$274K0.09%-85813F-HRTimeline
IVC Wealth Advisors LLC2,564$273K0.12%new13F-HRTimeline
BAKER BOYER NATIONAL BANK2,560$273K0.09%013F-HRTimeline
One Charles Private Wealth Services, LLC2,550$272K0.07%013F-HRTimeline
Signal Advisors Wealth, LLC2,550$272K0.02%-2,85813F-HRTimeline
Ceeto Capital Group, LLC2,544$271K0.08%013F-HRTimeline
KICKSTAND VENTURES, LLC.2,538$270K0.06%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,535$270K0.02%+1213F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC2,510$267K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisor OS, LLCin group Advisor OS, LLC2,501$266K0.02%-6,39013F-HRTimelineGroup
Arrowroot Family Office, LLC2,490$265K0.11%-43313F-HRTimeline
Idaho Trust Co2,490$265K0.09%-46313F-HRTimeline
FLC Capital Advisors2,481$264K0.05%-33213F-HRTimeline
McGinn Penninger Investment Management,…2,455$261K0.15%-75813F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,411$257K0.16%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,404$256K0.06%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,400$256K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,394$255K<0.01%+2,12613F-HRTimelineGroup
MBA Advisors LLC2,390$255K0.11%013F-HRTimeline
Cambria Investment Management, L.P.2,389$254K0.02%-71613F-HR/ATimeline
VISTA INVESTMENT MANAGEMENT2,380$253K0.09%-11013F-HRTimeline
LEIGH BALDWIN & CO., LLC2,369$252K0.14%+2613F-HR/ATimeline
Paladin Advisory Group, LLC2,359$251K0.2%-5013F-HRTimeline
OMNI 360 Wealth, Inc.2,350$250K0.14%+21813F-HRTimeline
Fonville Wealth Management LLC2,346$250K0.06%+813F-HRTimeline
LIBRA WEALTH LLC2,339$249K0.07%-23513F-HRTimeline
Aviance Capital Partners, LLC2,329$248K0.03%-74013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,328$248K0.02%013F-HRTimeline
Evanson Asset Management, LLC2,325$248K0.01%+1913F-HRTimeline
Focused Wealth Management, Inc2,299$245K0.03%+913F-HRTimeline
Cape Investment Advisory, Inc.2,291$244K0.24%-23713F-HRTimeline
Intergy Private Wealth, LLC2,291$244K0.08%new13F-HRTimeline
Evensky & Katz LLC2,278$243K0.01%+1813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,280$243K0.02%-22613F-HRTimeline
Team Financial Group, LLC2,278$243K0.11%-8913F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,270$242K0.19%013F-HRTimeline
PEOPLES BANK /OH2,227$237K0.15%new13F-HRTimeline
Keystone Financial Group2,209$235K0.02%-61413F-HR/ATimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,200$234K0.15%013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…2,200$234K0.1%-60013F-HRTimelineGroup
Arete Wealth Advisors, LLC2,191$234K0.01%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC2,168$233K0.08%-14213F-HRTimeline
Gryphon Financial Partners LLC2,187$233K0.03%+5913F-HRTimeline
Summit Financial Consulting LLC2,184$233K0.19%+21713F-HRTimeline
Clarity Wealth Development LLC2,162$233K0.21%-33013F-HRTimeline
Financial Futures Ltd Liability Co.2,177$232K0.11%-2913F-HRTimeline
Harbour Trust & Investment Management Co2,176$232K0.02%013F-HRTimeline
Clark Asset Management, LLC2,171$231K0.03%+13313F-HRTimeline
Oceanside Advisors LLC2,168$231K0.14%+11813F-HRTimeline
NOVUS ADVISORS, LLC2,167$231K0.53%013F-HRTimeline
Texas Bank & Trust Co2,156$230K0.09%+7513F-HRTimeline
Tempus Wealth Planning, LLC2,131$227K0.05%+313F-HRTimeline
My Personal CFO, LLC2,113$225K0.09%new13F-HRTimeline
Foundation Wealth Management, LLC\PA2,113$225K0.09%+15913F-HRTimeline
Affinity Capital Advisors, LLC2,114$225K0.03%new13F-HRTimeline
ACT WEALTH MANAGEMENT, LLC2,105$224K0.08%-5013F-HRTimeline
Pacifica Partners Inc.2,099$223K0.08%-20013F-HRTimeline
Atwater Malick LLC2,094$223K0.06%013F-HRTimeline
Firestone Capital Management2,092$223K0.05%+1613F-HRTimeline
Watts Gwilliam & Co., LLC2,086$222K0.04%013F-HRTimeline
Successful Portfolios LLC2,085$222K0.13%013F-HRTimeline
Carrera Capital Advisors2,080$222K0.04%new13F-HRTimeline
Journey Advisory Group, LLC2,077$221K0.02%013F-HRTimeline
POSTROCK PARTNERS LLC2,075$221K0.1%013F-HRTimeline
Goelzer Investment Management, Inc.2,069$220K0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC2,065$220K0.15%new13F-HRTimeline
FIDUCIENT ADVISORS LLC2,064$220K0.03%new13F-HRTimeline
Sovereign Financial Group, Inc.2,064$220K0.04%new13F-HRTimeline
Evercore Wealth Management, LLC2,063$220K<0.01%-2,23413F-HRTimeline
Impact Capital Partners LLC2,063$220K0.07%+13913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC2,062$220K0.04%new13F-HRTimeline
Capital Investment Advisory Services, L…2,052$219K0.02%+10713F-HRTimeline
Warren Street Wealth Advisors, LLC2,024$216K0.06%-25713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,022$215K0.02%013F-HRTimeline
MONECO ADVISORS, LLC2,020$215K0.02%new13F-HRTimeline
WOLFF WIESE MAGANA LLC2,020$215K0.12%-19213F-HRTimeline
Argyle Capital Partners, LLC2,003$213K0.15%new13F-HRTimeline
VeraBank, N.A.2,000$213K0.04%-1,62113F-HRTimeline
EPIQ PARTNERS, LLC2,000$213K0.1%new13F-HRTimeline
Clare Market Investments LLC2,000$213K0.04%new13F-HRTimeline
BLALOCK WILLIAMS, LLC1,969$210K0.18%new13F-HRTimeline
Lakeshore Financial Planning, Inc.1,967$209K0.08%-20213F-HRTimeline
Financial Freedom, LLC1,959$209K0.1%-2,96913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,956$208K0.03%-36813F-HRTimeline
Columbus Macro, LLC1,956$208K0.02%-113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,953$208K0.21%-63313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,951$208K0.03%+1613F-HRTimeline
Rossby Financial, LCC1,947$207K0.07%+13913F-HRTimeline
Five Oceans Advisors1,944$207K0.08%-4013F-HRTimeline
Veltria Advisors Corp.1,944$207K0.91%013F-HRTimeline
Marion Wealth Management1,936$206K0.05%new13F-HRTimeline
Brand Asset Management Group, Inc.1,921$205K0.06%new13F-HRTimeline
Guardian Asset Advisors, LLC1,911$204K0.11%-1,43613F-HRTimeline
Bell Investment Advisors, Inc1,909$203K0.03%+9113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,905$203K0.12%-19113F-HRTimeline
Linscomb Wealth, Inc.1,901$202K0.01%new13F-HRTimeline
Occidental Asset Management, LLC1,894$202K0.03%new13F-HRTimeline
Boltwood Capital Management1,889$201K0.05%new13F-HRTimeline
First Citizens Financial Corp1,889$201K0.1%new13F-HRTimeline
CENTRAL TRUST Co1,849$197K<0.01%-32513F-HRTimeline
Palisade Asset Management, LLC1,807$192K0.02%new13F-HRTimeline
Fairscale Capital, LLC1,782$190K0.13%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,751$186K0.01%-3,67813F-HRTimelineGroup
Woodside Wealth Management LLC1,748$186K0.15%+60013F-HRTimeline
Kathleen S. Wright Associates Inc.1,748$186K0.07%-1813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,738$185K0.02%013F-HRTimeline
Bogart Wealth, LLC1,677$179K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,674$178K0.01%013F-HRTimelineGroup
Promus Capital, LLC1,550$165K0.11%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1,542$164K3.09%013F-HRTimeline
AMERIFLEX GROUP, INC.1,542$164K0.06%-69713F-HRTimeline
Bernard Wealth Management Corp.1,540$164K0.07%-57813F-HRTimeline
Quest 10 Wealth Builders, Inc.1,539$164K0.15%+52013F-HRTimeline
Sound Income Strategies, LLC1,536$164K0.01%+20713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,502$160K0.02%-18113F-HRTimeline
Root Financial Partners, LLC1,479$158K0.01%new13F-HRTimeline
GW&K Investment Management, LLC1,367$146K<0.01%+10313F-HRTimeline
Pineridge Advisors LLC1,273$136K0.04%-5213F-HRTimeline
Rossmore Private Capital1,250$133K0.01%-84013F-HRTimeline
WFA of San Diego, LLC1,215$129K0.09%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,196$127K0.05%+613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,193$127K0.08%+1413F-HRTimeline
AllSquare Wealth Management LLC1,180$126K0.07%013F-HRTimeline
Princeton Global Asset Management LLC1,160$123K0.02%+113F-HRTimeline
TRUST CO OF VERMONT1,112$118K0.01%013F-HRTimeline
New Millennium Group LLC1,109$118K0.05%+13013F-HRTimeline
Quent Capital, LLC1,042$111K0.01%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,017$108K0.01%-3,89413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,000$106K<0.01%-8,20413F-HR/ATimeline
Pandora Wealth, Inc.1,000$106K0.06%-1,50013F-HRTimeline