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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
NOVUS ADVISORS, LLC2,167$232K0.52%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,166$232K0.04%-53413F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,161$231K0.14%-25013F-HRTimeline
BLB&B Advisors, LLC2,140$229K0.01%new13F-HRTimeline
PATTEN & PATTEN INC/TN2,140$229K0.01%-45513F-HRTimeline
Linscomb Wealth, Inc.2,127$228K0.01%+22613F-HRTimeline
SURIENCE PRIVATE WEALTH LLC2,122$227K0.26%new13F-HRTimeline
Rossby Financial, LCC2,122$227K0.07%+17513F-HRTimeline
Stonehearth Capital Management, LLC2,116$227K0.08%new13F-HRTimeline
Affinity Capital Advisors, LLC2,114$226K0.03%013F-HRTimeline
Foundation Wealth Management, LLC\PA2,113$226K0.08%013F-HRTimeline
Warren Street Wealth Advisors, LLC2,112$226K0.06%+8813F-HRTimeline
Carrera Capital Advisors2,103$225K0.04%+2313F-HRTimeline
Pacifica Partners Inc.2,099$225K0.1%013F-HRTimeline
Atwater Malick LLC2,094$224K0.06%013F-HRTimeline
POSTROCK PARTNERS LLC2,075$222K0.1%013F-HRTimeline
Goelzer Investment Management, Inc.2,069$222K0.01%013F-HRTimeline
Clark Capital Management Group, Inc.2,066$221K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC2,065$221K0.15%013F-HRTimeline
Lynx Investment Advisory2,064$221K0.12%new13F-HRTimeline
UNION SAVINGS BANK2,063$221K0.1%13F-HRTimeline
Blom & Howell Financial Planning, Inc.2,035$218K0.22%13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC2,028$217K0.13%+12313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,007$215K0.05%new13F-HRTimeline
VeraBank, N.A.2,000$214K0.04%013F-HRTimeline
Prospect Financial Services LLC2,000$214K0.12%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,993$213K0.02%-50813F-HRTimelineGroup
Raleigh Capital Management Inc.1,991$213K0.08%+1,85513F-HRTimeline
Capital Investment Advisory Services, L…1,987$213K0.02%-6513F-HRTimeline
Tempus Wealth Planning, LLC1,985$213K0.05%-14613F-HRTimeline
Simmons Bankin group Simmons Bank1,974$211K0.01%new13F-HRTimelineGroup
Financial Freedom, LLC1,962$210K0.1%+313F-HRTimeline
Veltria Advisors Corp.1,944$209K0.91%013F-HRTimeline
Columbus Macro, LLC1,955$209K0.02%-113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,953$209K0.22%013F-HRTimeline
Successful Portfolios LLC1,940$209K0.11%-14513F-HRTimeline
SVRN Asset Management, LLC1,948$209K0.17%13F-HRTimeline
Foguth Wealth Management, LLC.1,942$208K0.03%13F-HRTimeline
Auour Investments LLC1,931$207K0.07%new13F-HRTimeline
Idaho Trust Co1,930$207K0.07%-56013F-HRTimeline
BETO FINANCIAL GROUP, LLC1,918$206K0.14%13F-HRTimeline
Millington Financial Advisors, LLC1,917$206K0.09%-93413F-HRTimeline
WOLFF WIESE MAGANA LLC1,927$206K0.11%-9313F-HRTimeline
Guardian Asset Advisors, LLC1,924$206K0.11%+1313F-HRTimeline
Barnes Wealth Management Group, Inc1,922$206K0.11%new13F-HRTimeline
QP WEALTH MANAGEMENT, LLC1,920$206K0.18%13F-HRTimeline
Endowment Wealth Management, Inc.1,917$205K0.09%new13F-HRTimeline
Firestone Capital Management1,914$205K0.04%-17813F-HRTimeline
TRUST POINT INC.1,897$203K0.02%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,896$203K0.17%new13F-HRTimeline
Lakeshore Financial Planning, Inc.1,892$203K0.07%-7513F-HRTimeline
VERITY Wealth Advisors1,883$202K0.13%new13F-HRTimeline
Clark Asset Management, LLC1,880$201K0.02%-29113F-HRTimeline
First Citizens Financial Corp1,876$201K0.1%-1313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,873$201K0.02%13F-HRTimeline
CAPITAL ADVISORS INC/OK1,870$200K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc1,822$195K0.03%-8713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,738$186K0.02%013F-HRTimeline
Bernard Wealth Management Corp.1,737$186K0.08%+19713F-HRTimeline
Measured Wealth Private Client Group, L…1,715$184K0.05%+1,54613F-HRTimeline
Bogart Wealth, LLC1,677$180K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,588$171K0.01%+5213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,560$167K0.15%+2113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,558$167K0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC1,542$165K3.07%013F-HRTimeline
Realta Investment Advisors1,409$151K0.05%+1,25213F-HRTimeline
GW&K Investment Management, LLC1,382$148K<0.01%+1513F-HRTimeline
TRUST CO OF VERMONT1,332$143K0.01%+22013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,327$142K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,283$137K0.01%-1,50613F-HRTimeline
Princeton Global Asset Management LLC1,257$135K0.02%+9713F-HRTimeline
Bravera Wealth1,226$131K0.07%13F-HRTimeline
WFA of San Diego, LLC1,215$130K0.1%013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…1,200$129K0.02%-1,00013F-HRTimelineGroup
SHP Wealth Management1,150$123K0.01%13F-HRTimeline
Quent Capital, LLC1,119$120K0.01%+7713F-HRTimeline
New Millennium Group LLC1,109$119K0.05%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,127$119K0.04%-6613F-HRTimeline
AlphaCentric Advisors LLC1,095$117K0.12%13F-HRTimeline
IMA Advisory Services, Inc.1,076$115K0.01%+14013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,058$113K0.01%-44413F-HRTimeline
Sunbelt Securities, Inc.1,033$111K0.01%+11213F-HRTimeline
Elevated Capital Advisors, LLC1,033$111K0.03%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,017$109K0.01%013F-HRTimelineGroup
Pandora Wealth, Inc.1,000$107K0.07%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,000$107K0.08%13F-HRTimeline
Integrity Financial Corp /WA985$106K0.05%+56913F-HRTimeline
NorthAvenue LLC981$105K0.09%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC933$99.9K<0.01%+7913F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp911$97.6K<0.01%-84013F-HRTimelineGroup
Washington Trust Advisors, Inc.900$96.4K0.01%013F-HRTimeline
ATWOOD & PALMER INC842$90.2K0.01%+913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…837$89.7K<0.01%-83713F-HRTimelineGroup
BOKF, NAin group BOKF, NA825$88.4K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC819$87.7K0.05%13F-HRTimeline
ESL Trust Services, LLC808$86.5K0.02%new13F-HRTimeline
New Republic Capital, LLC805$86.2K0.02%+70413F-HRTimeline
CENTRAL TRUST Co802$85.9K<0.01%-1,04713F-HRTimeline
Litman Gregory Wealth Management LLC800$85.7K0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.796$85.3K0.07%13F-HRTimeline
AMERIFLEX GROUP, INC.771$82.6K0.04%-77113F-HRTimeline
DT Investment Partners, LLC763$81.7K0.01%+39113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners763$81.7K0.01%+113F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP758$81.2K0.01%+313F-HRTimeline
BLUELINE ADVISORS LLC757$81.1K0.07%13F-HRTimeline
MOTCO726$77.8K0.01%013F-HRTimeline
Gould Capital, LLC717$76.8K0.05%+4013F-HRTimeline
Meramec Financial Planners, LLC700$75.4K0.03%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.690$73.9K0.02%new13F-HRTimeline
Red Tortoise LLC676$72.4K0.03%+713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN670$71.8K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.660$70.7K0.02%+10413F-HRTimeline
Mechanics Financial Corp643$68.9K0.03%013F-HRTimeline
Rice Partnership, LLC632$67.7K0.01%-8513F-HRTimeline
American Wealth Advisors, LLC625$67K0.07%-11413F-HRTimeline
HOWE & RUSLING INC612$65.5K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC598$64K<0.01%+55513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC579$62K0.01%+613F-HRTimeline
Indiana Trust & Investment Management Co522$55.9K0.02%013F-HRTimeline
Pflug Koory, LLC508$54.4K0.03%+413F-HRTimeline
Founders Financial Alliance, LLC497$53.2K0.01%-9813F-HRTimeline
Basepoint Wealth LLC494$53K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC482$51.6K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC469$50.2K0.05%+413F-HRTimeline
Clean Yield Group465$49.8K0.01%+113F-HRTimeline
Inlight Wealth Management, LLC445$47.7K0.02%+10013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC439$47K0.02%013F-HRTimeline
Triumph Capital Management437$46.8K0.01%new13F-HRTimeline
Friedenthal Financial429$46K0.02%new13F-HRTimeline
Harbor Asset Planning, Inc.417$44.7K0.04%+413F-HRTimeline
S&T Bank/PA401$43K0.01%013F-HRTimeline
Nemes Rush Group LLC397$42.5K<0.01%013F-HRTimeline
BFSG, LLC385$41.2K<0.01%+28513F-HRTimeline
HFM Investment Advisors, LLC380$40.7K0.02%-913F-HRTimeline
CoreFirst Bank & Trust363$38.9K0.02%new13F-HRTimeline
Wilkerson Advisory Group LLC363$38.9K0.01%13F-HRTimeline
JDM Financial Group LLC356$38.1K0.01%new13F-HRTimeline
Caitlin John, LLC338$36.2K0.02%-4013F-HRTimeline
Register Financial Advisors LLC336$36K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…313$33.5K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.309$33K<0.01%+19213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CNB Bank300$32.1K0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC265$28.4K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT253$27.1K<0.01%013F-HRTimeline
American Capital Advisory, LLC250$26.8K0.01%013F-HRTimeline
CDKV HOLDINGS LLC250$26.8K0.02%13F-HRTimeline
N.E.W. Advisory Services LLC236$25.3K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC235$25.2K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.218$23.4K0.01%-2413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.215$23K0.02%013F-HRTimeline
Root Financial Partners, LLC214$23K<0.01%-1,26513F-HRTimeline
Glen Eagle Advisors, LLC209$22.4K<0.01%+2413F-HRTimeline
Robinswood Financial LLC202$21.6K0.01%-14913F-HRTimeline
Basecamp Wealth Advisors LLC197$21.1K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…196$21K<0.01%+12013F-HRTimelineGroup
First PREMIER Bank200$21K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.185$20K0.02%13F-HRTimeline
Hurley Capital, LLC176$18.9K0.01%+213F-HRTimeline
MTM Investment Management, LLC166$17.8K0.01%+113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd160$17.1K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC159$17K0.02%+213F-HRTimeline
SWAN Capital LLC154$16.5K0.01%013F-HRTimeline
Hamrick Investment Counsel, llc149$16K0.01%13F-HRTimeline
RED REEF ADVISORS LLC147$15.7K0.02%13F-HRTimeline
Holos Integrated Wealth LLC144$15.4K0.01%013F-HRTimeline
Investors Research Corp139$14.9K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC138$14.8K<0.01%+6713F-HRTimeline
Lloyd Advisory Services, LLC.134$14.4K0.01%new13F-HRTimeline
IMG Wealth Management, Inc.134$14.4K0.01%013F-HRTimeline
Westfuller Advisors, LLC125$13.4K0.01%+213F-HRTimeline
Tidemark, LLC115$12.3K<0.01%+113F-HRTimeline
OPTIMA CAPITAL LLC106$11.4K<0.01%new13F-HRTimeline
Viewpoint Capital Management LLC100$10.7K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC95$10.2K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.95$10.2K<0.01%013F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.90$9.64K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.87$9.32K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC66$7.11K<0.01%new13F-HRTimeline
STEPH & CO65$6.96K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC63$6.79K<0.01%-4913F-HRTimeline
Signature Resources Capital Management,…59$6.32K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC56$6K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…56$6K<0.01%-2013F-HR/ATimeline
West Financial Advisors, LLC47$5.04K<0.01%+4313F-HRTimeline
Centerpoint Advisors, LLC47$5K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC46$4.93K0.08%013F-HRTimeline
Sunrise Financial Services, LLC45$4.82K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC41$4.39K<0.01%-613F-HRTimeline
Vermillion & White Wealth Management Gr…40$4.28K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.33$3.54K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC33$3.54K<0.01%013F-HRTimeline
Imprint Wealth LLC31$3.32K0.02%-29513F-HRTimeline
North Ridge Wealth Advisors, Inc.30$3.16K<0.01%+713F-HRTimeline
SYM FINANCIAL Corp25$2.68K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC21$2.25K<0.01%-20113F-HRTimeline
Archer Investment Corp18$1.93K<0.01%-10013F-HRTimeline
City State Bank18$1.93K<0.01%-30013F-HRTimeline
Darwin Wealth Management, LLC18$1.93K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC17$1.82K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp13$1.39K<0.01%new13F-HRTimelineGroup