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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
New Millennium Group LLC979$102K0.06%+83113F-HRTimeline
Ridgewood Investments LLC972$102K0.04%-9813F-HRTimeline
IMA Advisory Services, Inc.936$97.8K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.900$94K0.01%013F-HRTimeline
Golden State Wealth Management, LLC884$92.5K0.01%+413F-HRTimeline
Realta Investment Advisors870$90.9K0.04%+2613F-HRTimeline
ATWOOD & PALMER INC826$86.3K0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP760$80.1K0.03%13F-HRTimeline
Wagner Wealth Management, LLC762$79.6K0.02%new13F-HRTimeline
BOKF, NAin group BOKF, NA760$79.4K<0.01%-7113F-HRTimelineGroup
McIlrath & Eck, LLC738$77.1K0.01%+613F-HRTimeline
Rise Advisors, LLC738$77.1K0.03%-713F-HRTimeline
MOTCO726$75.4K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…709$74.1K0.09%013F-HR/ATimeline
Gould Capital, LLC677$70.7K0.05%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN670$70K0.01%013F-HRTimeline
Red Tortoise LLC663$69.3K0.03%-93713F-HRTimeline
Mechanics Financial Corp643$67.2K0.03%013F-HRTimeline
Future Financial Wealth Managment LLC604$63.1K0.04%013F-HRTimeline
Accredited Wealth Management, LLC591$61.7K0.05%-34813F-HRTimeline
Rice Partnership, LLC571$59.7K0.01%+3513F-HRTimeline
Robinswood Financial LLC529$55.3K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC502$52.4K0.01%013F-HRTimeline
Pflug Koory, LLC501$52.3K0.03%-1513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC482$50.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC486$50K0.01%-65513F-HRTimeline
Clean Yield Group460$48.1K0.01%+313F-HRTimeline
Evergreen Private Wealth LLC457$47.8K0.02%+6713F-HRTimeline
FIRST FINANCIAL CORP /IN/450$47K0.02%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC439$45.9K0.02%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.436$45.6K0.02%-79213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…425$44.4K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.419$43.8K0.05%13F-HRTimeline
Harbor Asset Planning, Inc.409$42.8K0.04%13F-HRTimeline
S&T Bank/PA401$41.9K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…40$41.8K0.03%013F-HRTimeline
Nemes Rush Group LLC397$41.5K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC393$41.1K0.02%+4513F-HRTimeline
Integrity Financial Corp /WA358$37.4K0.02%013F-HRTimeline
Raleigh Capital Management Inc.347$36.2K0.02%+313F-HRTimeline
LGT Financial Advisors LLC342$35.8K0.09%+7313F-HRTimeline
Register Financial Advisors LLC336$35.1K0.02%013F-HRTimeline
DT Investment Partners, LLC324$33.9K<0.01%+4013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC320$33.4K<0.01%new13F-HRTimeline
City State Bank318$33.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…313$32.7K<0.01%013F-HRTimeline
CNB Bank300$31.3K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/268$27.9K<0.01%-3913F-HR/ATimelineGroup
HOLLENCREST CAPITAL MANAGEMENT253$26.4K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC253$26.4K0.03%013F-HRTimeline
American Capital Advisory, LLC250$26.1K0.01%013F-HRTimeline
Founders Financial Alliance, LLC247$25.8K0.01%-50213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP236$24.7K<0.01%-9713F-HRTimeline
N.E.W. Advisory Services LLC236$24.7K<0.01%-23613F-HRTimeline
Providence Capital Advisors, LLC235$24.6K<0.01%new13F-HRTimeline
Key Financial Inc234$24.4K<0.01%-50013F-HRTimeline
First Command Advisory Services, Inc.230$24K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.229$24K<0.01%-2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CarsonAllaria Wealth Management, Ltd.223$23.4K0.01%-513F-HRTimeline
Riggs Asset Managment Co. Inc.220$23K0.01%-28113F-HRTimeline
Silicon Valley Capital Partners219$22.9K<0.01%new13F-HRTimeline
Keener Financial Planning LLC217$22K0.01%+18813F-HRTimeline
SWAN Capital LLC206$21.5K0.01%new13F-HRTimeline
First PREMIER Bank200$21K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC185$19.3K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.176$18.4K<0.01%-50713F-HRTimelineGroup
Hurley Capital, LLC173$18.1K0.01%+113F-HRTimeline
MTM Investment Management, LLC163$17.1K0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd160$16.7K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC156$16.3K0.02%-18713F-HRTimeline
CoreFirst Bank & Trust150$15.7K0.01%new13F-HRTimeline
Briaud Financial Planning Inc150$15K0.01%new13F-HRTimeline
Holos Integrated Wealth LLC144$15K0.01%013F-HRTimeline
IMG Wealth Management, Inc.134$14K0.01%013F-HRTimeline
Archer Investment Corp118$12.3K<0.01%013F-HRTimeline
Tidemark, LLC113$11.8K<0.01%+113F-HRTimeline
Asset Dedication, LLC112$11.7K<0.01%+11113F-HRTimeline
Midwest Capital Advisors, LLC111$11.6K0.01%-28413F-HRTimeline
Aspect Partners, LLC102$10.7K0.01%new13F-HRTimeline
BFSG, LLC100$10.4K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC100$10.4K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC96$10K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.95$9.93K<0.01%-2413F-HRTimelineGroup
SOA Wealth Advisors, LLC.87$9.09K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC75$7.84K<0.01%013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC73$7.63K<0.01%-51713F-HRTimeline
Quaker Wealth Management, LLC71$7.42K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC70$7.31K<0.01%013F-HRTimeline
New Republic Capital, LLC61$6.37K<0.01%+1913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC56$5.85K<0.01%-53413F-HRTimelineGroup
Prestige Wealth Management Group LLC56$5.85K<0.01%013F-HR/ATimeline
MASECO LLP54$5.64K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…54$5.56K<0.01%-1313F-HRTimelineGroup
Beacon Capital Management, LLC51$5.33K<0.01%+1113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC49$5.12K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC46$4.8K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC43$4.49K<0.01%+513F-HRTimeline
Vermillion Wealth Management, Inc.33$3.45K<0.01%+3013F-HRTimeline
Pillar Financial Advisors, LLC33$3.45K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC32$3.34K<0.01%+1013F-HRTimeline
Moser Wealth Advisors, LLC30$3.13K<0.01%+113F-HRTimeline
Dunhill Financial, LLC28$2.92K<0.01%013F-HRTimeline
LRI Investments, LLC26$2.72K<0.01%013F-HRTimeline
SYM FINANCIAL Corp25$2.61K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.25$2.61K<0.01%-66513F-HRTimeline
Capital A Wealth Management, LLC20$2.17K0.02%-2,69813F-HRTimeline
North Ridge Wealth Advisors, Inc.20$2.07K<0.01%new13F-HRTimeline
Strategic Wealth Investment Group, LLC19$1.99K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC18$1.88K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC17$1.81K<0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC17$1.77K<0.01%013F-HRTimeline
Keystone Global Partners, LLC15$1.57K<0.01%-10813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12$1.25K<0.01%013F-HRTimeline
Hemington Wealth Management10$1K<0.01%013F-HRTimeline
North Capital, Inc.7$731<0.01%-1013F-HRTimeline
Compass Financial Services Inc6$629<0.01%new13F-HRTimeline
Addison Advisors LLC3$314<0.01%-3,95813F-HRTimeline
Jackson Hole Capital Partners, LLC3$313<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$209<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$118<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$104<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1$104<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.