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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,544,250$3.3B0.27%+2,701,58213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,234,413$2.64B+1,446,540Timeline
Betterment LLC18,584,233$1.94B4.13%+175,53113F-HRTimeline
FMR LLCin group FMR LLC18,234,426$1.91B0.11%+5,306,38813F-HRTimelineGroup
Creative Planningin group Creative Planning12,339,988$1.29B1.1%-781,15913F-HRTimelineGroup
LPL Financial LLC10,574,675$1.1B0.37%+638,54513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,817,911$1.03B0.23%-250,02313F-HRTimelineGroup
Fisher Asset Management, LLC8,914,935$931M0.37%+2,679,13913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,494,190$887M0.06%-360,93413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,528,127$787M0.51%+369,77113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,391,953$772M0.56%-196,13613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,341,914$767M0.97%+1,877,66413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,263,295$759M0.14%-1,121,48413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,250,171$653M1.47%-551,09613F-HRTimeline
TIAAgroup of 2 filers holding5,438,436$568M+353,414Timeline
Wealthfront Advisers LLC5,395,885$564M1.45%-1,316,51713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,542,476$475M0.55%-991,64513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,335,211$453M0.03%-5,187,44613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,059,268$320M0.42%-51,67613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,047,649$318M22.94%+29,68513F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO2,792,238$292M5.28%+68,20513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,782,299$291M0.69%+25,84813F-HRTimelineGroup
Orgel Wealth Management, LLC2,545,255$266M6.41%-845,60013F-HRTimeline
UBS Group AGin group UBS Group AG2,525,891$264M0.06%-44,31413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,523,501$264M0.05%+228,59713F-HR/ATimelineGroup
RWA WEALTH PARTNERS, LLC2,423,680$253M3.17%-259,56613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,228,405$233M0.08%+484,76713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,962,716$205M0.16%+451,76613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,957,609$205M0.59%+137,67113F-HRTimeline
Mariner, LLCin group Mariner, LLC1,897,180$198M0.29%-90,39313F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP1,774,400$185M2.89%+1,694,40013F-HRTimelineGroup
HighTower Advisors, LLC1,729,999$181M0.23%+138,39113F-HRTimeline
Sequoia Financial Advisors, LLC1,674,873$175M1.2%+97,71113F-HRTimeline
Cetera Investment Advisers1,621,081$169M0.29%+12,99013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,524,453$159M0.04%-15,11213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,358,342$142M0.32%+142,02813F-HRTimeline
Choate Investment Advisors1,304,995$136M2.96%+10,69213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,258,721$132M0.09%+100,70813F-HRTimelineGroup
SIGNATUREFD, LLC1,246,713$130M2.22%+28,41413F-HRTimeline
Wealthspire Advisors, LLC1,213,590$127M0.71%+179,31013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,180,694$123M0.02%-18,70813F-HRTimelineGroup
One Capital Management, LLC1,165,061$122M4.21%-109,44113F-HRTimeline
Facet Wealth, Inc.1,119,485$116M2.64%+243,68313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,113,045$116M1.07%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding949,687$99.2M+76,910Timeline
OXFORD FINANCIAL GROUP, LTD. LLC946,873$98.9M5.88%-11,74413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.943,092$98.5M0.54%-136,42113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC923,726$96.4M0.17%+176,00513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP902,647$94.3M0.14%-12,46713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.894,488$93.6M0.17%+287,10313F-HR/ATimelineGroup
EP Wealth Advisors, LLC844,683$88.3M0.58%-104,37213F-HRTimeline
Balentine LLC829,150$86.6M3.37%-32,17613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP816,850$85.3M0.11%+145,83113F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP782,433$81.7M0.08%+144,47513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…761,845$79.4M0.13%+24,33313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding745,283$77.9M+141,984Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC697,556$72.9M1.22%-104,61013F-HRTimeline
Orion Porfolio Solutions, LLC688,042$71.9M0.61%+121,71113F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…672,990$70.3M0.15%+181,34313F-HR/ATimelineGroup
SOFI WEALTH, LLC658,127$68.8M4.2%+36,94213F-HRTimeline
Arkos Global Advisors651,570$68.1M9.45%-71,22113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC647,797$67.7M1.46%+6,77713F-HRTimeline
OneDigital Investment Advisors LLC647,233$67.6M0.75%-23,72913F-HRTimeline
Beacon Pointe Advisors, LLC622,460$65M0.68%-28,11413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD607,800$63.5M0.16%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC581,118$60.7M4.16%+364,50913F-HRTimelineGroup
Financial Engines Advisors L.L.C.579,963$60.6M0.12%+5,55713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC570,300$59.6M0.08%+306,10013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources568,806$59.4M0.02%-9,77113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC563,950$58.9M0.78%-73,44913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC562,126$58.7M0.96%-24,73713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…558,968$58.4M0.47%-61,41313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC544,110$56.8M0.09%+15,22613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC537,214$56.1M0.09%+189,74813F-HRTimelineGroup
CWM, LLCin group CWM, LLC516,651$54M0.19%+8,52213F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC505,849$52.9M0.63%+4,46713F-HRTimeline
Farther Finance Advisors, LLC504,444$52.7M1.06%+63,09313F-HRTimeline
Wedmont Private Capital496,553$51.8M2.21%+146,71813F-HRTimeline
Crestwood Advisors Group, LLC463,776$48.5M0.87%-231,66413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/455,925$47.6M0.02%-17,76413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.432,884$45.2M0.01%-6,30613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding427,024$44.6M-136,581Timeline
NISA INVESTMENT ADVISORS, LLC407,115$42.5M0.19%+83,68513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.406,057$42.4M0.35%+42,40813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC401,160$41.9M1.63%-1,91513F-HRTimelineGroup
Foster Group, Inc.398,900$41.7M1.43%-174,28613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…388,999$40.6M0.38%+163,17813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC383,282$40M2.55%-116,41813F-HRTimeline
COMERICA BANK381,745$39.9M0.15%-6,95013F-HRTimeline
Allworth Financial LP379,414$39.6M0.19%+42,71913F-HRTimeline
Full Sail Capital, LLC364,637$38.1M2.2%+51,16713F-HRTimeline
AE Wealth Management LLC356,712$37.3M0.27%+8,28913F-HRTimeline
Retirement Investment Advisors, Inc.354,160$37M3.33%+36,35313F-HRTimeline
Composition Wealth, LLC352,070$36.8M0.62%+323,10613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.350,578$36.6M0.06%+26,55213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC346,711$36.2M0.02%+6,02613F-HRTimelineGroup
Sanctuary Advisors, LLC344,027$35.9M0.22%+13,47713F-HRTimeline
Lutz Financial Services LLC344,020$35.9M2.79%+48,72113F-HRTimeline
ASPIRIANT, LLC340,459$35.6M1.13%+168,02313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK321,721$33.6M0.2%-22,79913F-HRTimelineGroup
Cardinal Point Capital Management ULC320,647$33.5M2.65%-10,52813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.315,235$32.9M2.56%-7,20313F-HRTimeline
Integrated Wealth Concepts LLC314,769$32.9M0.33%+78513F-HRTimeline
Cambridge Investment Research Advisors,…309,498$32.3M0.1%+36,36013F-HRTimeline
Rockwood Wealth Management, LLC306,696$32M2.82%+303,08013F-HRTimeline
DOHJ, LLC305,284$31.6M9.18%-12,92113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…298,406$31.2M0.05%-831,86613F-HRTimelineGroup
Garde Capital, Inc.295,787$30.9M1.65%+17,64813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC295,612$30.9M0.21%-36,72613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp286,395$29.9M0.1%-14,84213F-HRTimelineGroup
Bluespring Wealth Management, LLC286,029$29.9M2.84%-6,51413F-HRTimeline
SageView Advisory Group, LLC287,523$29.8M1.13%+21,61713F-HRTimeline
Schneider Downs Wealth Management Advis…284,243$29.7M4.44%-12,33513F-HRTimeline
Dynasty Wealth Management, LLC280,593$29.3M0.5%+7,17013F-HRTimeline
Icon Wealth Advisors, LLC273,566$28.6M2.04%+38,28613F-HRTimeline
CHOREO, LLC271,345$28.4M0.4%+39,12913F-HRTimeline
SEEDS INVESTOR LLC261,013$27.3M6.4%+20,72313F-HRTimeline
Plante Moran Financial Advisors, LLC261,003$27.3M1.92%-32,32913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC258,852$27M4.7%-8,88413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding258,610$27M-10,146Timeline
Liquid Strategies, LLC254,832$26.6M5.82%-37,10413F-HRTimeline
Global Strategic Investment Solutions, …253,598$26.5M2.83%-226,81213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers252,480$26.4M0.04%-168,77813F-HRTimelineGroup
Polar Asset Management Partners Inc.250,000$26.1M0.65%new13F-HRTimeline
Avior Wealth Management, LLC248,997$26M0.9%+50,35313F-HRTimeline
Private Advisor Group, LLC248,854$26M0.14%+25,86313F-HRTimeline
Ackerman Capital Advisors, LLC243,903$25.5M5.92%+157,50013F-HRTimeline
Salomon & Ludwin, LLC243,456$25.4M2.51%+6,25513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC242,855$25.4M0.1%-70,19713F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC241,400$25.2M0.43%013F-HRTimelineGroup
Cresset Asset Management, LLC234,963$24.5M0.12%+94,52913F-HR/ATimeline
Boston Standard Wealth Management, LLC232,865$24.3M4.38%+47,34613F-HRTimeline
Ledyard National Bank225,984$23.6M2.23%-24,40913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding225,653$23.6M-9,112,998Timeline
Waldron Private Wealth LLC223,576$23.4M1.02%-58,59013F-HRTimeline
Bear Mountain Capital, Inc.223,912$23.1M8.28%-4,81213F-HRTimeline
Quotient Wealth Partners, LLC219,648$22.9M0.68%+27,90113F-HRTimeline
NewEdge Advisors, LLC219,603$22.9M0.12%-6,13913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.217,783$22.8M0.04%+114,15813F-HRTimelineGroup
Legacy Edge Advisors, LLC215,990$22.6M3.01%+200,82813F-HRTimeline
WESBANCO BANK INC215,198$22.5M0.67%+14,71613F-HRTimeline
Parcion Private Wealth LLC213,027$22.3M1.59%new13F-HRTimeline
Modera Wealth Management, LLC212,704$22.2M0.28%-30,10113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC212,628$22.2M0.53%+15,02513F-HRTimeline
Crewe Advisors LLC208,789$21.8M3.09%-29,03213F-HRTimeline
Meridian Wealth Partners, LLC208,214$21.8M3.15%+8,74213F-HRTimeline
Trust Co207,451$21.7M2.45%+53,17913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC207,081$21.6M0.47%+22,65513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP206,416$21.6M0.15%-13,71813F-HRTimelineGroup
Ally Invest Advisors Inc.204,718$21.4M1.67%+4,92213F-HRTimeline
Vestmark Advisory Solutions, Inc.201,406$21M0.3%-48,78713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC200,000$20.9M0.26%new13F-HR/ATimelineGroup
Fort Point Capital Partners LLC199,299$20.8M2.09%-75,67213F-HRTimeline
NorthCoast Asset Management LLC196,919$20.6M0.09%+114,90013F-HRTimeline
Merit Financial Group, LLC196,403$20.5M0.23%+73,43113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …196,034$20.5M0.02%-40,01313F-HRTimelineGroup
Perigon Wealth Management, LLC195,936$20.5M0.48%-28,20113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.195,100$20.4M0.02%-3,001,50013F-HRTimelineGroup
UNIQUE WEALTH, LLC194,552$20.3M3.28%-2,14413F-HRTimeline
One Wealth Advisors, LLC193,615$20.2M2.81%+49,59113F-HRTimeline
AMG National Trust Bank193,558$20.2M0.53%+5,78413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.186,769$19.5M0.49%+47,32813F-HRTimelineGroup
Cardinal Strategic Wealth Guidance185,236$19.4M5.58%-21,13413F-HRTimeline
RTD Financial Advisors, Inc.183,363$19.2M2.45%-16,05513F-HRTimeline
Capital Asset Advisory Services LLC180,272$18.8M0.88%+9,55713F-HRTimeline
Janney Montgomery Scott LLC177,128$18.5M0.05%+46,62713F-HRTimeline
Morton Brown Family Wealth, LLC177,090$18.5M5.63%-34,58213F-HRTimeline
SCS Capital Management LLC176,557$18.4M0.2%-9,62613F-HRTimeline
VICUS CAPITAL176,343$18.4M1.53%-30,53213F-HRTimeline
Steward Partners Investment Advisory, L…176,138$18.4M0.14%-20,27613F-HRTimeline
Apella Capital, LLC175,564$18.3M0.5%-37,91513F-HRTimeline
First Citizens Asset Management, Inc.173,628$18.1M6.43%+63913F-HR/ATimeline
Verition Fund Management LLC173,000$18.1M0.1%new13F-HRTimeline
RMR Wealth Builders171,467$17.9M1.63%+9,18613F-HRTimeline
Simplicity Wealth,LLC171,330$17.9M0.75%+71,52813F-HRTimeline
Avantax Planning Partners, Inc.170,139$17.8M0.56%-136,96713F-HRTimeline
McNamara Financial Services, Inc.170,069$17.8M3.52%-10,94913F-HRTimeline
World Investment Advisors169,515$17.7M0.4%+45313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC166,003$17.3M3.24%-8,86413F-HRTimelineGroup
Slow Capital, Inc.165,972$17.3M2.12%-26,27613F-HRTimeline
Aptus Capital Advisors, LLC163,790$17.1M0.17%+10,52913F-HRTimeline
Arax Advisory Partners143,982$17M0.78%-35,48613F-HRTimeline
Symmetry Partners, LLC161,813$16.9M2.08%+5,40013F-HRTimeline
Alesco Advisors, LLC, An ESL Co160,061$16.7M0.48%-11,56313F-HRTimeline
Stairway Partners, LLC158,373$16.5M0.94%+2,30413F-HRTimeline
Clearwater Capital Advisors, LLC157,077$16.4M1.5%-11,13213F-HRTimeline
Brooklyn FI, LLC154,586$16.2M4.14%+28,45313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC153,801$16.1M13.05%-18,52413F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co153,000$16M1.02%013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…149,586$15.6M2.24%-13,15413F-HRTimelineGroup
North Star Investment Management Corp.147,350$15.4M1.07%+20,87713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP146,710$15.3M0.22%+58,47713F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…145,388$15.2M1.41%+71,03113F-HRTimeline
Chesley Taft & Associates LLC145,181$15.2M0.68%-31,88013F-HRTimeline
Resonant Capital Advisors, LLC144,086$15.1M0.96%+7,71013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC138,891$14.5M0.08%-33,01713F-HRTimelineGroup
CX Institutional137,825$14.4M0.5%-136,89213F-HR/ATimeline
Robertson Stephens Wealth Management, L…137,365$14.4M0.5%+33,95413F-HRTimeline
Integrated Advisors Network LLC135,969$14.2M0.64%+5,79413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp134,427$14M0.84%+4,52713F-HRTimelineGroup