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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,612 managers (1,634 13F filers) reported a position in MUB shares at 2026-03-31, 355,820,299 shares in all. 100 filers opened a position and 91 filers sold out during the quarter.

Managers
1,612
13F filers
1,634
New
100
Added
794
Reduced
503
Sold out
91
Shares held by filers
355,820,299

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EVOKE WEALTH, LLC3,715$394K0.01%-75013F-HRTimeline
Journey Advisory Group, LLC3,722$394K0.03%+4213F-HRTimeline
Sandy Cove Advisors, LLC3,708$394K0.12%+1913F-HRTimeline
Merkkuri Wealth Advisors LLC3,698$393K0.26%+46213F-HRTimeline
Cooper Financial Group3,678$390K0.04%+6313F-HRTimeline
Hiley Hunt Wealth Management3,666$389K0.17%-2913F-HRTimeline
Objective Capital Management, LLC3,650$387K0.39%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,643$387K0.02%+3,04513F-HRTimeline
Welch Group, LLC3,629$385K0.01%013F-HRTimeline
URS Advisory LLC3,613$383K0.28%+15113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,600$382K0.18%+10013F-HRTimeline
CALTON & ASSOCIATES, INC.3,597$382K0.05%-42313F-HRTimeline
Maple Capital Management, Inc.3,597$382K0.03%-19013F-HRTimeline
CAPSTONE CAPITAL LLC3,595$382K0.25%-77513F-HRTimeline
Evanson Asset Management, LLC3,562$378K0.02%-48613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,558$378K0.02%-42813F-HRTimelineGroup
Independent Wealth Network Inc.3,555$377K0.11%+19913F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,545$376K0.36%+10513F-HRTimeline
Cannell & Spears LLC3,541$376K0.01%new13F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,535$375K0.01%+1813F-HRTimeline
LVW Advisors, LLC3,529$375K0.04%new13F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,522$374K0.22%013F-HRTimeline
Center for Financial Planning, Inc.3,521$374K0.04%013F-HRTimeline
NCM Capital Management, LLC3,512$373K0.13%-15713F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department3,490$371K0.19%+1813F-HRTimelineGroup
Chemistry Wealth Management LLC3,490$370K0.07%013F-HRTimeline
Elevated Financial Group LLC3,472$369K0.12%013F-HRTimeline
Amplius Wealth Advisors, LLC3,461$367K0.03%+27113F-HRTimeline
Old Peak Finance LLC3,459$367K0.21%+1813F-HRTimeline
Kropog Financial Group, LLC3,453$367K0.3%+713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,453$367K0.02%013F-HRTimeline
10Elms LLP3,450$366K0.23%013F-HRTimeline
Capital Investment Counsel, LLC3,445$366K0.05%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,435$364K0.01%-28013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC3,411$362K0.04%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,402$361K0.04%-23013F-HRTimeline
Boyce & Associates Wealth Consulting, I…3,401$361K0.27%+513F-HRTimeline
Palumbo Wealth Management LLC3,399$361K0.09%+1213F-HRTimeline
Dynamic Wealth Strategies, LLC3,394$360K0.21%013F-HRTimeline
Lakeshore Capital Group, Inc.3,391$360K0.29%013F-HRTimeline
Kagan Cocozza Asset Management3,390$360K0.25%-49513F-HRTimeline
Charter Oak Capital Management, LLC3,364$357K0.03%-54713F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,368$357K0.05%-36513F-HRTimeline
CacheTech Inc.3,354$356K0.07%new13F-HRTimeline
Forum Private Client Group LLC3,340$355K0.12%+113F-HRTimeline
Magnus Financial Group LLC3,334$354K0.03%-4,54513F-HRTimeline
Horst & Graben Wealth Management LLC3,294$354K0.05%+2513F-HRTimeline
Gladstone Institutional Advisory LLC3,329$353K0.01%-10113F-HRTimeline
Guardian Asset Advisors, LLC3,326$353K0.21%+1,40213F-HRTimeline
Gambit Capital Management, LLC3,310$351K0.25%-2,07313F-HRTimeline
WBH ADVISORY INC3,303$351K0.03%-8513F-HRTimeline
Leo Wealth, LLC3,294$350K0.03%-7,04913F-HRTimeline
Broadview Financial Management, LLC3,290$349K0.24%+1713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,281$348K0.23%-7013F-HRTimeline
HRT FINANCIAL LP3,287$348K<0.01%-358,56013F-HRTimeline
Philip James Wealth Mangement, LLC3,270$347K0.04%-11813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,264$346K0.02%-1,17013F-HRTimeline
Impact Capital Partners LLC3,256$346K0.1%+11913F-HRTimeline
GUERRA PAN ADVISORS, LLC3,250$345K0.21%new13F-HRTimeline
KFA Private Wealth Group, LLC3,231$343K0.08%+913F-HRTimeline
Christensen, King & Associates Investme…3,220$342K0.15%+213F-HRTimeline
Clear Retirement Advice LLC3,217$341K0.27%013F-HRTimeline
Eagle Bay Advisors LLC3,200$340K0.3%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,195$339K<0.01%-1,66713F-HRTimelineGroup
Shepherd Street Advisors LLC3,191$339K0.33%+3213F-HRTimeline
Axis Wealth Partners, LLC3,184$338K0.18%+43913F-HRTimeline
DIVERSIFIED MANAGEMENT INC3,170$336K0.06%013F-HRTimeline
Wescott Financial Advisory Group, LLC3,139$333K0.03%-33113F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,130$332K0.1%+51213F-HRTimeline
CUMBERLAND ADVISORS INC3,120$331K0.13%-13513F-HRTimeline
Leisure Capital Management3,111$330K0.12%-1,72713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,088$328K0.01%new13F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC3,073$326K0.11%-29013F-HRTimeline
FLC Capital Advisors3,068$326K0.06%+58713F-HRTimeline
Kathmere Capital Management, LLC3,066$325K0.02%new13F-HRTimeline
Addison Capital Co3,056$324K0.06%+24013F-HRTimeline
NTV Asset Management LLC3,033$322K0.04%-1,16613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,027$321K0.04%+18913F-HRTimeline
Arrowroot Family Office, LLC3,026$321K0.11%+35113F-HR/ATimeline
Element Wealth, LLC3,015$320K0.13%+1013F-HRTimeline
BANK OZK2,999$318K0.11%+10013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,996$318K0.05%-20413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,991$318K0.02%-30813F-HRTimeline
Cherry Tree Wealth Management, LLC2,987$317K0.07%-68113F-HRTimeline
CERTUITY, LLC2,977$316K0.02%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,972$315K0.1%013F-HRTimeline
Berger Financial Group, Inc2,966$315K0.02%+1713F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,933$314K0.16%+1313F-HRTimeline
Perennial Investment Advisors, LLC2,953$313K0.03%+51913F-HRTimeline
Advisory Resource Group2,931$311K0.05%+2213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,931$311K0.04%+1,05813F-HRTimeline
NerdWallet Wealth Partners, LLC2,930$311K0.14%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC2,929$311K0.2%-62613F-HRTimeline
Wall Capital Group, Inc.2,926$311K0.33%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,916$310K0.1%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,915$309K0.04%013F-HRTimeline
Global Assets Advisory, LLC2,898$308K0.09%013F-HRTimeline
Oder Investment Management, LLC2,892$307K0.24%+713F-HRTimeline
Allegheny Financial Group2,885$306K0.04%-7913F-HRTimeline
OAKWORTH CAPITAL, INC.2,873$305K0.02%-9613F-HRTimeline
BCU Wealth Advisors, LLC2,871$305K0.11%new13F-HRTimeline
BBR PARTNERS, LLC2,870$305K0.02%-8813F-HRTimeline
Strategic Wealth Partners, Ltd.2,862$304K0.02%-26413F-HRTimeline
PATRON PARTNERS, LLC2,854$303K0.13%013F-HRTimeline
Unified Investment Management2,850$303K0.31%013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,847$302K0.03%013F-HRTimeline
Evercore Wealth Management, LLC2,830$300K<0.01%013F-HRTimeline
Davis Wealth Advisors, LLC2,825$300K0.25%-60613F-HRTimeline
Lee Financial Co2,807$298K0.04%+7013F-HRTimeline
Cushing Capital Partners, LLC2,807$298K0.23%013F-HRTimeline
Shepherd Financial Partners LLC2,801$297K0.03%013F-HRTimeline
Hayek Kallen Investment Management2,800$297K0.1%new13F-HRTimeline
BALLAST ADVISORS LLC2,793$296K0.09%-28213F-HR/ATimeline
Eaton Financial Holdings Company, LLC2,787$296K0.1%-25713F-HRTimeline
Core Wealth Management, Inc.2,779$295K0.09%013F-HRTimeline
55 North Private Wealth, LLC2,772$294K0.08%013F-HRTimeline
OMNI 360 Wealth, Inc.2,768$294K0.15%+5113F-HRTimeline
Whitegate Investment Counselors, Inc.2,765$294K0.09%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.2,764$293K0.05%013F-HRTimeline
PAX Financial Group, LLC2,753$292K0.05%-37713F-HRTimeline
LaSalle St. Investment Advisors, LLC2,742$291K0.04%013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,739$291K0.23%013F-HRTimeline
Family Investment Center, Inc.2,723$289K0.06%013F-HRTimeline
Wagner Wealth Management, LLC2,718$289K0.06%013F-HRTimeline
Legacy Capital Wealth Partners, LLC2,712$288K0.06%+17813F-HRTimeline
Ducere Wealth Management LLC2,702$287K0.11%+113F-HRTimeline
Williams Jones Wealth Management, LLC.2,700$287K<0.01%-50713F-HRTimeline
SHUFRO ROSE & CO LLC2,691$286K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,681$285K<0.01%-52,67813F-HRTimelineGroup
PKS Advisory Services, LLC2,666$283K0.07%-5713F-HRTimeline
Round Rock Advisors LLC2,665$283K0.04%013F-HRTimeline
Innova Wealth Partners2,655$282K0.13%+40513F-HRTimeline
Whitcomb & Hess, Inc.2,645$281K0.07%-2513F-HRTimeline
Private Wealth Group, LLC2,632$279K0.13%+3413F-HR/ATimeline
Oceanside Advisors LLC2,627$279K0.16%013F-HRTimeline
ARWA LLC2,599$278K0.14%-78213F-HRTimeline
Leelyn Smith, LLC2,618$278K0.04%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,618$278K0.08%new13F-HRTimeline
Broussard Financial Group LLC2,615$278K0.22%013F-HRTimeline
Centennial Advisors, LLC2,611$277K0.35%-2,07613F-HRTimeline
CVFG LLC2,611$277K0.03%new13F-HRTimeline
BlueStem Wealth Partners, LLC2,601$276K0.03%-1,16313F-HRTimeline
CAPITAL ADVISORS INC/OK2,600$276K<0.01%+73013F-HRTimeline
One Charles Private Wealth Services, LLC2,585$274K0.07%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,585$274K0.04%new13F-HRTimeline
DEARBORN PARTNERS LLC2,580$274K0.01%-113F-HRTimeline
Marion Wealth Management2,577$274K0.06%+37713F-HRTimeline
IVC Wealth Advisors LLC2,562$272K0.12%+113F-HRTimeline
BAKER BOYER NATIONAL BANK2,560$272K0.08%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,560$272K0.02%+913F-HRTimeline
Leading Edge Financial Planning LLC2,559$272K0.06%new13F-HRTimeline
Affinity Capital Advisors, LLC2,558$272K0.04%+44413F-HRTimeline
Index Fund Advisors, Inc.2,556$271K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC2,548$270K0.1%-9313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,547$270K0.01%013F-HRTimeline
Ceeto Capital Group, LLC2,544$270K0.08%013F-HRTimeline
LGL PARTNERS, LLC2,539$270K0.11%+413F-HRTimeline
KICKSTAND VENTURES, LLC.2,538$269K0.06%013F-HRTimeline
Ellenbecker Investment Group2,537$269K0.04%-8913F-HRTimeline
Indiana Trust & Investment Management Co2,526$268K0.08%+2,00413F-HRTimeline
Texas Bank & Trust Co2,522$268K0.1%+32213F-HRTimeline
Accurate Wealth Management, LLC2,502$267K0.03%-17,11813F-HRTimeline
Rossmore Private Capital2,500$265K0.02%013F-HRTimeline
Aprio Wealth Management, LLC2,498$265K0.01%-27313F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,476$263K0.04%new13F-HRTimeline
Endowment Wealth Management, Inc.2,461$261K0.12%+54413F-HRTimeline
Warren Street Wealth Advisors, LLC2,460$261K0.07%+34813F-HRTimeline
Riverbend Wealth Management, LLC2,456$261K0.16%+4813F-HRTimeline
First Citizens Financial Corp2,434$258K0.12%+55813F-HRTimeline
Baron Financial Group, LLC2,420$257K0.14%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,419$257K0.11%+2,10613F-HRTimeline
Meridian Wealth Advisors, LLC2,418$257K0.03%new13F-HRTimeline
Efficient Advisors, LLC2,418$257K0.02%-5313F-HRTimeline
Capital Investment Advisory Services, L…2,409$256K0.02%+42213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,404$255K0.06%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,400$255K0.01%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,400$255K0.02%013F-HRTimeline
LARCH CAPITAL PARTNERS LLC2,398$255K0.04%new13F-HRTimeline
BLUELINE ADVISORS LLC2,392$254K0.2%+1,63513F-HRTimeline
S&A Financial Services, Inc.2,389$254K0.17%13F-HRTimeline
Paladin Advisory Group, LLC2,386$253K0.19%+713F-HRTimeline
Gallacher Capital Management LLC2,375$252K0.1%-35413F-HRTimeline
Fonville Wealth Management LLC2,363$251K0.05%+513F-HRTimeline
Foguth Wealth Management, LLC.2,333$250K0.03%+39113F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC2,338$248K0.1%013F-HRTimeline
Purkiss Capital Advisors LLC2,329$247K0.11%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,320$246K0.08%013F-HRTimeline
Bear Mountain Capital, Inc.2,292$246K0.07%-221,13113F-HRTimeline
Focused Wealth Management, Inc2,318$246K0.03%+613F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,320$246K0.01%new13F-HRTimeline
HBE Wealth Management, LLC2,314$246K0.21%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,306$245K<0.01%-4813F-HRTimeline
Indivisible Partners2,305$245K0.02%+1513F-HRTimeline
UNION SAVINGS BANK2,297$244K0.11%+23413F-HRTimeline
Second Line Capital, LLC2,273$244K0.05%-413F-HRTimeline
Team Financial Group, LLC2,293$243K0.11%+513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,270$241K0.18%013F-HRTimeline
Clearwave Capital, LLC2,250$239K0.16%+1213F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,250$239K0.16%013F-HRTimeline
Prospect Financial Services LLC2,250$239K0.15%+25013F-HRTimeline