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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
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,715$398K0.01%new13F-HRTimelineGroup
EASTERN BANK3,713$398K0.01%013F-HRTimeline
Hiley Hunt Wealth Management3,695$396K0.18%+1813F-HRTimeline
Sandy Cove Advisors, LLC3,689$395K0.12%+67013F-HRTimeline
Heritage Wealth Management, Inc. /CA/3,682$394K0.26%013F-HRTimeline
FreeGulliver LLC3,673$393K0.18%-2713F-HRTimeline
NCM Capital Management, LLC3,669$393K0.15%-39413F-HRTimeline
Journey Advisory Group, LLC3,680$393K0.03%+1,60313F-HRTimeline
Cherry Tree Wealth Management, LLC3,668$393K0.08%-913F-HRTimeline
Objective Capital Management, LLC3,650$391K0.4%+10013F-HRTimeline
Anson Capital, Inc.3,634$389K0.28%+113F-HRTimeline
Onyx Bridge Wealth Group LLC3,632$389K0.04%new13F-HRTimeline
Welch Group, LLC3,629$389K0.01%new13F-HRTimeline
Cooper Financial Group3,615$387K0.04%+913F-HRTimeline
Frisco Financial Planning LLC3,574$383K0.32%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC3,555$381K0.26%+15613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,522$377K0.19%013F-HRTimeline
Center for Financial Planning, Inc.3,521$377K0.04%013F-HRTimeline
Evensky & Katz LLC3,517$377K0.02%+1,23913F-HRTimeline
Intergy Private Wealth, LLC3,519$377K0.11%+1,22813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,517$377K0.01%+14013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,500$375K0.19%+15013F-HRTimeline
Chemistry Wealth Management LLC3,490$374K0.07%013F-HRTimeline
Cambridge Financial Group, LLC3,486$373K0.13%-3,30813F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department3,472$372K0.21%-2,01213F-HRTimelineGroup
Elevated Financial Group LLC3,472$372K0.13%13F-HRTimeline
Wescott Financial Advisory Group, LLC3,470$372K0.03%-48913F-HRTimeline
Valley Financial Group, Inc.3,465$371K0.21%+8213F-HRTimeline
URS Advisory LLC3,462$371K0.31%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,453$370K0.02%+54613F-HRTimeline
10Elms LLP3,450$370K0.34%-10013F-HRTimeline
Kropog Financial Group, LLC3,446$369K0.29%+1513F-HRTimeline
Old Peak Finance LLC3,441$369K0.23%13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,440$368K0.35%+5013F-HRTimeline
Davis Wealth Advisors, LLC3,431$368K0.31%-6,47813F-HRTimeline
Gladstone Institutional Advisory LLC3,430$367K0.01%-41213F-HRTimeline
Mountain Capital Investment Advisors In…3,403$366K0.06%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,411$365K0.04%-7,59813F-HRTimeline
Boyce & Associates Wealth Consulting, I…3,396$364K0.3%+813F-HRTimeline
Dynamic Wealth Strategies, LLC3,394$364K0.22%013F-HRTimeline
Lakeshore Capital Group, Inc.3,391$363K0.29%-39013F-HRTimeline
Philip James Wealth Mangement, LLC3,388$363K0.04%-12513F-HRTimeline
WBH ADVISORY INC3,388$363K0.03%013F-HRTimeline
Palumbo Wealth Management LLC3,387$363K0.09%new13F-HRTimeline
ARWA LLC3,381$362K0.21%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,379$362K0.12%new13F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC3,363$360K0.14%-9213F-HRTimeline
Independent Wealth Network Inc.3,356$359K0.11%+35213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,351$359K0.14%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,351$359K0.23%-3113F-HRTimeline
EPIQ PARTNERS, LLC3,340$358K0.17%+1,34013F-HRTimeline
Forum Private Client Group LLC3,339$358K0.12%+23413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,299$353K0.03%+22013F-HRTimeline
ROCKLAND TRUST CO3,294$353K0.01%013F-HRTimeline
Northwest Financial Advisors3,288$352K0.72%+4713F-HRTimeline
Northland Capital Management LLC3,285$352K0.2%013F-HRTimeline
Broadview Financial Management, LLC3,273$351K0.23%-64413F-HRTimeline
Horst & Graben Wealth Management LLC3,269$350K0.05%+3313F-HRTimeline
CUMBERLAND ADVISORS INC3,255$349K0.13%+16013F-HRTimeline
Merkkuri Wealth Advisors LLC3,236$347K0.24%+57213F-HRTimeline
Clear Retirement Advice LLC3,217$346K0.27%13F-HRTimeline
KFA Private Wealth Group, LLC3,222$345K0.08%+4213F-HRTimeline
Christensen, King & Associates Investme…3,218$345K0.15%-14713F-HRTimeline
Williams Jones Wealth Management, LLC.3,207$344K<0.01%+50713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,200$343K0.06%+40113F-HRTimeline
Amplius Wealth Advisors, LLC3,190$342K0.03%+3213F-HRTimeline
Buck Wealth Strategies, LLC3,176$340K0.04%new13F-HRTimeline
DIVERSIFIED MANAGEMENT INC3,170$340K0.08%13F-HRTimeline
Shepherd Street Advisors LLC3,159$338K0.32%13F-HRTimeline
Impact Capital Partners LLC3,137$336K0.1%+1,07413F-HRTimeline
PAX Financial Group, LLC3,130$335K0.06%-64013F-HRTimeline
Strategic Wealth Partners, Ltd.3,126$335K0.02%-10,96013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,112$333K0.1%new13F-HRTimeline
BALLAST ADVISORS LLC3,075$329K0.09%013F-HRTimeline
Eaton Financial Holdings Company, LLC3,044$326K0.09%013F-HRTimeline
Next Level Private LLC3,037$325K0.09%+2413F-HRTimeline
Element Wealth, LLC3,005$322K0.13%+12113F-HRTimeline
Argent Trust Co2,997$321K0.01%-1,09013F-HRTimeline
Sovereign Financial Group, Inc.2,994$321K0.06%+93013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,987$320K<0.01%+59313F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC2,972$318K0.12%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,969$318K0.02%-1,71213F-HRTimeline
Allegheny Financial Group2,964$317K0.05%+39213F-HRTimeline
BBR PARTNERS, LLC2,958$317K0.02%+8813F-HRTimeline
Berger Financial Group, Inc2,949$316K0.02%-84213F-HRTimeline
5T Wealth, LLC2,933$314K0.13%new13F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,920$313K0.2%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,916$312K0.1%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,915$312K0.05%-15813F-HRTimeline
Oxford Wealth Group, LLC2,911$312K0.15%13F-HRTimeline
Advisory Resource Group2,909$312K0.05%-57813F-HRTimeline
BANK OZK2,899$311K0.11%+25613F-HRTimeline
Global Assets Advisory, LLC2,898$310K0.09%-9913F-HRTimeline
Oder Investment Management, LLC2,885$309K0.22%+10413F-HRTimeline
Downshift Financial, LLC2,854$308K0.19%13F-HRTimeline
PATRON PARTNERS, LLC2,854$306K0.14%-28313F-HRTimeline
Unified Investment Management2,850$305K0.31%013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,847$305K0.03%-23513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,838$304K0.04%+413F-HRTimeline
Evercore Wealth Management, LLC2,830$303K<0.01%+76713F-HRTimeline
Golden State Wealth Management, LLC2,828$303K0.03%+1,93913F-HRTimeline
Heritage Family Offices, LLP2,821$302K0.14%+10613F-HRTimeline
Addison Capital Co2,816$302K0.08%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC2,808$301K0.04%13F-HRTimeline
Cushing Capital Partners, LLC2,807$301K0.22%new13F-HRTimeline
TRUE Private Wealth Advisors2,803$300K0.03%013F-HRTimeline
Shepherd Financial Partners LLC2,801$300K0.03%-6013F-HRTimeline
Core Wealth Management, Inc.2,779$298K0.09%new13F-HRTimeline
Graetz Wealth LLC2,776$297K0.27%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,772$297K0.02%013F-HRTimeline
55 North Private Wealth, LLC2,772$297K0.08%13F-HRTimeline
Aprio Wealth Management, LLC2,771$297K0.02%+313F-HRTimeline
Williams & Novak Wealth Management, LLC2,770$297K0.22%new13F-HRTimeline
Whitegate Investment Counselors, Inc.2,765$296K0.09%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.2,764$296K0.06%013F-HRTimeline
StrongBox Wealth, LLC2,759$296K0.1%013F-HRTimeline
Axis Wealth Partners, LLC2,745$294K0.16%+7313F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,739$293K0.2%013F-HRTimeline
Lee Financial Co2,737$293K0.04%+313F-HRTimeline
LaSalle St. Investment Advisors, LLC2,742$293K0.05%+10013F-HRTimeline
OMNI 360 Wealth, Inc.2,717$293K0.15%+36713F-HRTimeline
Gallacher Capital Management LLC2,729$292K0.11%-4213F-HRTimeline
Opal Wealth Advisors, LLC2,727$292K0.08%new13F-HRTimeline
PKS Advisory Services, LLC2,723$292K0.07%-72713F-HRTimeline
Family Investment Center, Inc.2,723$292K0.06%013F-HRTimeline
Wagner Wealth Management, LLC2,718$291K0.06%-1213F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC2,715$291K0.08%new13F-HRTimeline
Ducere Wealth Management LLC2,701$289K0.11%13F-HR/ATimeline
Whitcomb & Hess, Inc.2,670$287K0.07%-1613F-HRTimeline
Arrowroot Family Office, LLC2,675$287K0.1%+18513F-HRTimeline
Round Rock Advisors LLC2,665$285K0.04%013F-HR/ATimeline
Aventura Private Wealth, LLC2,641$283K0.1%013F-HRTimeline
Oceanside Advisors LLC2,627$281K0.17%+45913F-HRTimeline
Ellenbecker Investment Group2,626$281K0.04%-26813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,618$280K0.09%+2613F-HRTimeline
Broussard Financial Group LLC2,615$280K0.23%13F-HRTimeline
Private Wealth Group, LLC2,598$278K0.13%-3913F-HRTimeline
One Charles Private Wealth Services, LLC2,585$277K0.07%+3513F-HRTimeline
DEARBORN PARTNERS LLC2,581$276K0.01%+713F-HRTimeline
Premier Private Wealth Management LLC2,548$274K0.28%13F-HRTimeline
IVC Wealth Advisors LLC2,561$274K0.12%-313F-HRTimeline
BAKER BOYER NATIONAL BANK2,560$274K0.08%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,551$273K0.02%+1613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,547$273K0.01%-93413F-HRTimeline
Ceeto Capital Group, LLC2,544$272K0.08%013F-HRTimeline
KICKSTAND VENTURES, LLC.2,538$272K0.06%013F-HRTimeline
LGL PARTNERS, LLC2,535$272K0.12%-7913F-HRTimeline
Legacy Capital Wealth Partners, LLC2,534$271K0.06%-30313F-HRTimeline
V. M. MANNING & CO., INC.2,500$268K0.27%new13F-HRTimeline
Rossmore Private Capital2,500$268K0.02%+1,25013F-HRTimeline
Vantus Wealth LLC2,483$266K0.2%13F-HRTimeline
FLC Capital Advisors2,481$266K0.05%013F-HRTimeline
Cornerstone Wealth Group, LLC2,478$265K0.02%-15213F-HRTimeline
Efficient Advisors, LLC2,471$265K0.02%-30413F-HR/ATimeline
Perennial Investment Advisors, LLC2,434$261K0.02%-80513F-HRTimeline
Baron Financial Group, LLC2,420$259K0.14%-2,04513F-HRTimeline
Riverbend Wealth Management, LLC2,408$258K0.16%-46813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,404$258K0.05%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,400$257K0.01%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,400$257K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.2,394$256K0.08%+10313F-HRTimeline
Cambria Investment Management, L.P.2,380$255K0.01%-913F-HRTimeline
Paladin Advisory Group, LLC2,379$255K0.19%+2013F-HRTimeline
Fonville Wealth Management LLC2,358$253K0.05%+1213F-HRTimeline
Signal Advisors Wealth, LLC2,357$252K0.02%-19313F-HRTimeline
FIRST MANHATTAN CO. LLC.2,354$252K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,341$251K0.03%-19,73813F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC2,338$250K0.12%new13F-HRTimeline
Welch & Forbes LLC2,337$250K<0.01%new13F-HRTimeline
Aviance Capital Partners, LLC2,329$249K0.03%013F-HRTimeline
Thomasville National Bank2,322$249K0.02%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,320$248K0.08%-6013F-HRTimeline
Summit Financial Consulting LLC2,320$248K0.18%+13613F-HRTimeline
HBE Wealth Management, LLC2,314$248K0.23%13F-HRTimeline
Focused Wealth Management, Inc2,312$248K0.03%+1313F-HRTimeline
Indivisible Partners2,290$245K0.03%13F-HRTimeline
Team Financial Group, LLC2,288$245K0.11%+1013F-HRTimeline
Rothschild Wealth LLC2,284$245K0.02%new13F-HR/ATimeline
Second Line Capital, LLC2,277$244K0.05%new13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,270$243K0.18%013F-HRTimeline
MBL Wealth, LLC2,268$243K0.02%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,250$241K0.15%+5013F-HRTimeline
Innova Wealth Partners2,250$241K0.12%-57013F-HRTimeline
Woodside Wealth Management LLC2,248$241K0.18%+50013F-HRTimeline
BLALOCK WILLIAMS, LLC2,239$240K0.19%+27013F-HRTimeline
Clearwave Capital, LLC2,238$240K0.18%13F-HRTimeline
Keystone Financial Group2,233$239K0.02%+2413F-HRTimeline
PEOPLES BANK /OH2,227$239K0.15%013F-HRTimeline
Harbour Trust & Investment Management Co2,226$238K0.02%+5013F-HRTimeline
Gryphon Financial Partners LLC2,222$238K0.03%+3513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,213$237K0.02%-11513F-HRTimeline
Marion Wealth Management2,200$237K0.05%+26413F-HRTimeline
Wheelhouse Advisory Group LLC2,206$236K0.09%-83913F-HRTimeline
Texas Bank & Trust Co2,200$236K0.09%+4413F-HRTimeline
Canal Capital Management, LLC2,198$235K0.03%new13F-HRTimeline
Boltwood Capital Management2,190$235K0.06%+30113F-HRTimeline
FIDUCIENT ADVISORS LLC2,181$234K0.03%+11713F-HRTimeline
Traynor Capital Management, Inc.2,180$233K0.01%-1,03013F-HRTimeline
Ponta Wealth Partners, LLC2,172$233K0.22%13F-HRTimeline
Clarity Wealth Development LLC2,170$232K0.2%+813F-HRTimeline