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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
Guerra Advisors Inc976$104K0.04%new13F-HRTimeline
IMA Advisory Services, Inc.936$99.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.921$98.1K0.01%-92513F-HRTimeline
Washington Trust Advisors, Inc.900$95.8K0.01%013F-HRTimeline
Golden State Wealth Management, LLC889$94.8K0.01%+513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC854$90.9K<0.01%+79813F-HRTimelineGroup
ATWOOD & PALMER INC833$88.7K0.01%+713F-HRTimeline
United Community Bankin group United Community Bank800$85.2K0.03%-13,09713F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding762$81.1K-3,192Timeline
TOTH FINANCIAL ADVISORY CORP755$80.4K0.01%+51913F-HRTimeline
Rise Advisors, LLC744$79.2K0.03%+613F-HRTimeline
American Wealth Advisors, LLC739$78.7K0.08%13F-HRTimeline
MOTCO726$77.3K0.01%013F-HRTimeline
Rice Partnership, LLC717$76.4K0.01%+14613F-HRTimeline
Gould Capital, LLC677$72.1K0.04%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN670$71.3K0.01%013F-HRTimeline
Red Tortoise LLC669$71.2K0.03%+613F-HRTimeline
Mechanics Financial Corp643$68.5K0.03%013F-HRTimeline
Accredited Wealth Management, LLC144$68.2K0.05%-44713F-HRTimeline
Future Financial Wealth Managment LLC604$64.3K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Financial Alliance, LLC595$63.4K0.01%+34813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC573$61K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.556$59.2K0.02%+12013F-HRTimeline
GoalVest Advisory LLC531$56.5K0.01%-1,01513F-HRTimeline
Indiana Trust & Investment Management Co522$55.6K0.02%new13F-HRTimeline
Pflug Koory, LLC504$53.7K0.03%+313F-HRTimeline
GPS Wealth Strategies Group, LLC502$53.5K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC482$51.3K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC465$49.5K0.05%+21213F-HRTimeline
Clean Yield Group464$49.4K0.01%+413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC439$46.7K0.02%013F-HRTimeline
Integrity Financial Corp /WA416$44.3K0.02%+5813F-HRTimeline
Harbor Asset Planning, Inc.413$43.9K0.04%+413F-HRTimeline
S&T Bank/PA401$42.7K0.01%013F-HRTimeline
Nemes Rush Group LLC397$42.3K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC389$41.5K0.02%-413F-HRTimeline
Caitlin John, LLC378$40.3K0.03%new13F-HRTimeline
DT Investment Partners, LLC372$39.6K<0.01%+4813F-HRTimeline
Robinswood Financial LLC351$37.4K0.01%-17813F-HRTimeline
Evergreen Private Wealth LLC350$37.3K0.02%-10713F-HRTimeline
Inlight Wealth Management, LLC345$36.7K0.02%new13F-HRTimeline
Register Financial Advisors LLC336$35.8K0.01%013F-HRTimeline
Imprint Wealth LLC326$34.7K0.11%13F-HRTimeline
City State Bank318$33.9K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…313$33.3K0.07%013F-HRTimeline
CNB Bank300$31.9K0.01%013F-HRTimeline
Keener Financial Planning LLC296$31K0.01%+7913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT253$26.9K<0.01%013F-HRTimeline
American Capital Advisory, LLC250$26.6K0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.242$25.7K0.02%new13F-HRTimeline
N.E.W. Advisory Services LLC236$25.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC235$25K<0.01%013F-HRTimeline
Key Financial Inc235$25K<0.01%+113F-HRTimeline
FINANCIAL CONSULATE, INC222$23.6K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners219$23.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.215$22.9K0.02%-20413F-HR/ATimeline
First PREMIER Bank200$21K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC192$20.4K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC185$19.7K<0.01%013F-HRTimeline
Hurley Capital, LLC174$18.6K0.01%+113F-HRTimeline
Measured Wealth Private Client Group, L…169$18K<0.01%new13F-HRTimeline
MTM Investment Management, LLC165$17.5K0.01%+213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd160$17K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC157$16.8K0.02%+113F-HRTimeline
Realta Investment Advisors157$16.7K0.01%-71313F-HRTimeline
SWAN Capital LLC154$16.4K0.01%-5213F-HRTimeline
Holos Integrated Wealth LLC144$15.4K0.01%013F-HRTimeline
Investors Research Corp139$14.8K<0.01%new13F-HRTimeline
Seneschal Advisors, LLC138$14.7K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.136$14.5K0.01%-21113F-HRTimeline
IMG Wealth Management, Inc.134$14.3K0.01%013F-HRTimeline
Westfuller Advisors, LLC123$13.1K0.01%new13F-HRTimeline
Archer Investment Corp118$12.6K<0.01%013F-HRTimeline
Tidemark, LLC114$12.1K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.117$12K<0.01%-11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Midwest Capital Advisors, LLC112$11.9K0.01%+113F-HRTimeline
Aspect Partners, LLC102$10.9K<0.01%013F-HRTimeline
New Republic Capital, LLC101$10.8K<0.01%+4013F-HRTimeline
BFSG, LLC100$10.6K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC100$10.6K<0.01%013F-HRTimeline
LGT Financial Advisors LLC96$10.2K0.02%-24613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.95$10.1K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC95$10.1K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.87$9.27K<0.01%013F-HRTimeline
Creative Capital Management Investments…82$8.73K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…76$8.09K0.01%-63313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…76$8.02K<0.01%+2213F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC75$7.99K<0.01%013F-HRTimelineGroup
Wealth Preservation Advisors, LLC72$7.67K<0.01%+213F-HRTimeline
Quaker Wealth Management, LLC71$7.56K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…60$6.39K<0.01%new13F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC58$6.18K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC56$5.96K<0.01%013F-HR/ATimeline
United Financial Planning Group LLC53$5.64K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC47$5K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC46$4.9K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC43$4.58K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC42$4.47K<0.01%new13F-HRTimeline
Activest Wealth Management42$4.47K<0.01%+4213F-HRTimeline
HighMark Wealth Management LLC41$4.39K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…40$4.26K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC33$3.52K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.33$3.51K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC29$3.09K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp25$2.66K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.23$2.43K<0.01%+313F-HRTimeline
Financial Life Planners20$2.09K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC18$1.92K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC17$1.84K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC17$1.81K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.12$1.28K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12$1.28K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.10$1.06K<0.01%new13F-HRTimeline
Hemington Wealth Management10$1K<0.01%013F-HRTimeline
North Capital, Inc.8$852<0.01%+113F-HRTimeline
Compass Financial Services Inc6$646<0.01%013F-HRTimeline
West Financial Advisors, LLC4$426<0.01%-5,57813F-HRTimeline
Asset Dedication, LLC3$320<0.01%-10913F-HRTimeline
Addison Advisors LLC3$320<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC3$319<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$213<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1$106<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC0$27<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.