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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,570,415$3.57B0.27%+2,026,16513F-HR/ATimelineGroup
FMR LLCin group FMR LLC22,165,426$2.36B0.12%+3,931,00013F-HRTimelineGroup
Betterment LLC17,343,529$1.85B3.65%-1,240,70413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,936,516$1.7B-9,297,897Timeline
Creative Planningin group Creative Planning13,191,212$1.4B1.07%+851,22413F-HRTimelineGroup
LPL Financial LLC10,466,931$1.11B0.33%-107,74413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,987,480$1.06B0.22%+169,56913F-HRTimelineGroup
Fisher Asset Management, LLC9,725,773$1.04B0.37%+810,83813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,102,619$863M0.58%+710,66613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,090,832$862M0.05%-403,35813F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,511,562$800M1.34%+1,261,39113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,257,669$773M0.47%-270,45813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,897,503$735M0.13%-365,79213F-HRTimelineGroup
TIAAgroup of 2 filers holding5,577,158$594M+138,722Timeline
US BANCORP \DE\in group US BANCORP \DE\5,295,541$564M0.67%-2,046,37313F-HRTimelineGroup
Wealthfront Advisers LLC5,039,020$537M1.26%-356,86513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,692,039$500M0.54%+149,56313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,576,697$487M0.03%+241,48613F-HR/ATimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,636,000$387M0.07%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,903,335$309M0.66%+121,03613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,848,492$303M0.39%-210,77613F-HRTimeline
Cetera Investment Advisers2,610,858$278M0.32%+989,77713F-HRTimeline
Orgel Wealth Management, LLC2,569,238$274M6.24%+23,98313F-HRTimeline
UBS Group AGin group UBS Group AG2,466,934$263M0.05%-58,95713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC2,395,411$255M2.9%-28,26913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,291,549$244M0.08%+63,14413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,071,369$220M0.15%+108,65313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,951,716$208M0.05%+427,26313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,878,029$200M0.26%-19,15113F-HRTimelineGroup
HighTower Advisors, LLC1,754,456$187M0.21%+24,45713F-HRTimeline
MML INVESTORS SERVICES, LLC1,734,184$185M0.49%-223,42513F-HRTimeline
Sequoia Financial Advisors, LLC1,704,780$182M1.11%+29,90713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,375,093$146M0.02%+194,39913F-HRTimelineGroup
One Capital Management, LLC1,373,348$146M4.67%+208,28713F-HRTimeline
Facet Wealth, Inc.1,280,119$136M2.82%+160,63413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,275,444$136M0.09%+16,72313F-HRTimelineGroup
Choate Investment Advisors1,222,478$130M2.69%-82,51713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,204,010$128M0.26%-154,33213F-HRTimeline
SIGNATUREFD, LLC1,175,781$125M1.97%-70,93213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,117,168$119M0.02%-1,406,33313F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP1,103,558$118M2.68%-1,944,09113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,084,055$116M+134,368Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,011,015$108M0.84%-102,03013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,016,038$107M0.15%+121,55013F-HRTimelineGroup
Wealthspire Advisors, LLC972,604$104M0.54%-240,98613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC898,429$95.7M0.11%+361,21513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP890,689$94.8M0.13%-11,95813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC867,825$92.5M0.15%-55,90113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC865,285$92.1M5.21%-81,58813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding809,716$86.2M+64,433Timeline
Balentine LLC796,746$84.8M3.13%-32,40413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…791,223$84.3M0.13%+29,37813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP788,848$84M0.13%-28,00213F-HRTimelineGroup
OneDigital Investment Advisors LLC747,406$79.6M0.82%+100,17313F-HRTimeline
Orion Porfolio Solutions, LLC700,580$74.6M0.58%+12,53813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC666,498$71M4.35%+85,38013F-HRTimelineGroup
CWM, LLCin group CWM, LLC640,101$68.2M0.21%+123,45013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC632,727$67.4M1.34%-15,07013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…630,597$67.2M0.13%-42,39313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD607,800$64.7M0.15%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC604,115$64.3M1.02%-93,44113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP604,044$64.3M0.06%-178,38913F-HRTimelineGroup
Financial Engines Advisors L.L.C.593,607$63.2M0.12%+13,64413F-HRTimeline
Prime Capital Investment Advisors, LLC587,138$62.5M0.79%+23,18813F-HRTimeline
Beacon Pointe Advisors, LLC586,946$62.5M0.53%-35,51413F-HRTimeline
SOFI WEALTH, LLC577,779$61.5M3.31%-80,34813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources576,030$61.3M0.02%+7,22413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…567,950$60.5M0.44%+8,98213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC552,541$58.8M0.09%+8,43113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC536,670$57.1M0.77%-25,45613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers508,604$54.2M0.08%+256,12413F-HRTimelineGroup
Wedmont Private Capital497,248$53M1.97%+69513F-HRTimeline
Parcion Private Wealth LLC497,096$52.9M3.3%+284,06913F-HRTimeline
Crestwood Advisors Group, LLC490,899$52.3M0.89%+27,12313F-HRTimeline
Arkos Global Advisors487,686$51.9M6.61%-163,88413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/483,744$51.5M0.02%+27,81913F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC483,367$51.5M0.66%-22,48213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding476,603$50.8M+49,579Timeline
ALLIANCEBERNSTEIN L.P.471,835$50.2M0.02%+38,95113F-HRTimeline
Avantax Planning Partners, Inc.458,812$48.9M1.4%+288,67313F-HRTimeline
Farther Finance Advisors, LLC454,048$48.4M0.73%-50,39613F-HRTimeline
Foster Group, Inc.441,859$47.1M1.48%+42,95913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.424,529$45.2M0.33%+18,47213F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC424,360$45.2M0.05%+293,25013F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…411,699$43.8M0.39%+22,70013F-HRTimelineGroup
COMERICA BANK399,283$42.5M0.16%+17,53813F-HRTimeline
AE Wealth Management LLC397,667$42.3M0.27%+40,95513F-HRTimeline
Allworth Financial LP392,810$41.8M0.19%+13,39613F-HRTimeline
Retirement Investment Advisors, Inc.392,035$41.7M3.47%+37,87513F-HRTimeline
Dynasty Wealth Management, LLC377,905$40.2M0.54%+97,31213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC376,398$40.1M0.24%+80,78613F-HRTimeline
JFS WEALTH ADVISORS, LLC375,677$40M2.34%-7,60513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC374,003$39.8M1.41%-27,15713F-HRTimelineGroup
Full Sail Capital, LLC367,109$39.1M2.16%+2,47213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.356,037$37.9M0.06%+5,45913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…353,210$37.6M0.07%+281,41813F-HRTimelineGroup
Cardinal Point Capital Management ULC349,470$37.4M2.62%+28,82313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.339,367$36.1M2.62%+24,13213F-HRTimeline
Lutz Financial Services LLC338,864$36.1M2.61%-5,15613F-HRTimeline
ASPIRIANT, LLC338,053$36M1.1%-2,40613F-HRTimeline
Schneider Downs Wealth Management Advis…313,542$33.4M3.96%+29,29913F-HRTimeline
SageView Advisory Group, LLC313,398$33.4M1.15%+25,87513F-HRTimeline
Cambridge Investment Research Advisors,…310,881$33.1M0.09%+1,38313F-HRTimeline
Sanctuary Advisors, LLC306,967$32.7M0.19%-37,06013F-HR/ATimeline
Integrated Wealth Concepts LLC305,680$32.6M0.29%-9,08913F-HRTimeline
LMR Partners LLPin group LMR Partners LLP300,000$31.9M0.41%-1,474,40013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK296,651$31.6M0.18%-25,07013F-HRTimelineGroup
Garde Capital, Inc.295,890$31.5M1.58%+10313F-HRTimeline
Rockwood Wealth Management, LLC295,362$31.5M2.51%-11,33413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…290,001$30.9M0.05%-8,40513F-HRTimelineGroup
Global Strategic Investment Solutions, …287,730$30.6M3.06%+34,13213F-HRTimeline
Ackerman Capital Advisors, LLC286,654$30.5M6.39%+42,75113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC285,100$30.4M0.04%-285,20013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp276,676$29.5M0.1%-9,71913F-HRTimelineGroup
CHOREO, LLC274,695$29.3M0.38%+3,35013F-HRTimeline
Bluespring Wealth Management, LLC271,449$28.9M2.51%-14,58013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO267,338$28.5M0.61%-2,524,90013F-HRTimeline
Trust Co266,484$28.4M2.9%+59,03313F-HRTimeline
Liquid Strategies, LLC262,564$28M5.76%+7,73213F-HRTimeline
Private Advisor Group, LLC256,056$27.3M0.13%+7,20213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding252,421$26.9M-6,189Timeline
Bear Mountain Capital, Inc.249,255$26.8M8.98%+25,34313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC250,000$26.6M0.34%+50,00013F-HR/ATimelineGroup
Quotient Wealth Partners, LLC249,538$26.6M0.73%+29,89013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.246,000$26.2M0.02%+50,90013F-HRTimelineGroup
Fort Point Capital Partners LLC243,934$26M3.3%+44,63513F-HRTimeline
Plante Moran Financial Advisors, LLC243,446$25.9M1.63%-17,55713F-HRTimeline
Avior Wealth Management, LLC243,034$25.9M0.83%-5,96313F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC241,400$25.7M0.41%013F-HRTimelineGroup
Cresset Asset Management, LLC236,736$25.2M0.11%+1,77313F-HR/ATimeline
CX Institutional235,006$25M0.76%+97,18113F-HRTimeline
Ledyard National Bank228,767$24.4M2.18%+2,78313F-HRTimeline
WESBANCO BANK INC224,800$23.9M0.67%+9,60213F-HRTimeline
Waldron Private Wealth LLC224,664$23.9M0.97%+1,08813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC224,591$23.9M0.09%-18,26413F-HRTimelineGroup
Icon Wealth Advisors, LLC223,120$23.8M1.61%-50,44613F-HRTimeline
Steward Partners Investment Advisory, L…222,472$23.7M0.14%+46,33413F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding221,571$23.6M-4,082Timeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…217,441$23.2M3.03%+67,85513F-HRTimelineGroup
Ally Invest Advisors Inc.217,292$23.1M1.66%+12,57413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP217,089$23.1M0.3%+70,37913F-HRTimeline
One Wealth Advisors, LLC215,907$23M2.89%+22,29213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC214,595$22.9M0.45%+7,51413F-HRTimeline
Police & Firemen's Retirement System of…211,800$22.6M0.18%new13F-HRTimeline
Crewe Advisors LLC209,284$22.3M2.13%+49513F-HRTimeline
Cardinal Strategic Wealth Guidance208,906$22.2M5.98%+23,67013F-HRTimeline
Modera Wealth Management, LLC207,130$22.1M0.26%-5,57413F-HRTimeline
NewEdge Advisors, LLC205,759$21.9M0.1%-13,84413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC204,320$21.8M0.46%-8,30813F-HRTimeline
Boston Standard Wealth Management, LLC202,880$21.6M3.63%-29,98513F-HRTimeline
Legacy Edge Advisors, LLC200,615$21.4M2.52%-15,37513F-HRTimeline
Meridian Wealth Partners, LLC200,095$21.3M2.93%-8,11913F-HRTimeline
Salomon & Ludwin, LLC199,980$21.3M1.91%-43,47613F-HRTimeline
Waterway Wealth Management, LLC199,046$21.2M5.06%new13F-HRTimeline
Savvy Advisors, Inc.198,963$21.2M0.97%+82,79713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …198,090$21.1M0.02%+2,05613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC196,005$20.9M0.35%+68,08413F-HRTimelineGroup
AMG National Trust Bank194,671$20.7M0.51%+1,11313F-HRTimeline
Merit Financial Group, LLC193,622$20.6M0.19%-2,78113F-HR/ATimeline
NorthCoast Asset Management LLC191,235$20.4M0.08%-5,68413F-HRTimeline
RTD Financial Advisors, Inc.189,237$20.2M2.42%+5,87413F-HRTimeline
Janney Montgomery Scott LLC188,339$20.1M0.05%+11,21113F-HRTimeline
Vestmark Advisory Solutions, Inc.187,765$20M0.38%-13,64113F-HRTimeline
Perigon Wealth Management, LLC186,618$19.9M0.41%-9,31813F-HRTimeline
Slow Capital, Inc.184,959$19.7M2.31%+18,98713F-HRTimeline
UNIQUE WEALTH, LLC183,588$19.6M2.87%-10,96413F-HRTimeline
RMR Wealth Builders182,040$19.4M1.62%+10,57313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP181,678$19.3M0.13%-24,73813F-HR/ATimelineGroup
Composition Wealth, LLC179,393$19.1M0.29%-172,67713F-HRTimeline
Alesco Advisors, LLC, An ESL Co178,907$19.1M0.52%+18,84613F-HRTimeline
Capital Asset Advisory Services LLC176,973$18.8M0.81%-3,29913F-HRTimeline
Resonant Capital Advisors, LLC176,776$18.8M1.1%+32,69013F-HRTimeline
McNamara Financial Services, Inc.174,277$18.6M3.45%+4,20813F-HRTimeline
VICUS CAPITAL172,869$18.4M1.41%-3,47413F-HRTimeline
Apella Capital, LLC169,352$18.2M0.4%-6,21213F-HRTimeline
Symmetry Partners, LLC169,342$18M1.96%+7,52913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC164,798$17.5M0.01%+65,80513F-HRTimelineGroup
World Investment Advisors164,016$17.5M0.36%-5,49913F-HRTimeline
Integrated Advisors Network LLC163,510$17.4M0.73%+27,54113F-HRTimeline
SCS Capital Management LLC156,628$16.7M0.18%-19,92913F-HRTimeline
Aptus Capital Advisors, LLC154,038$16.4M0.15%-9,75213F-HRTimeline
Morton Brown Family Wealth, LLC153,890$16.4M4.7%-23,20013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co153,000$16.3M1.01%013F-HRTimeline
Clearwater Capital Advisors, LLC152,217$16.2M1.38%-4,86013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC152,031$16.2M11.84%-1,77013F-HRTimeline
Stairway Partners, LLC150,213$16M0.85%-8,16013F-HRTimeline
Black Diamond Financial, LLC149,154$15.9M1.78%+32,70613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC147,836$15.7M2.61%-111,01613F-HRTimeline
North Star Investment Management Corp.147,808$15.7M1.01%+45813F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…143,979$15.3M1.13%-1,40913F-HRTimeline
Chesley Taft & Associates LLC143,276$15.3M0.65%-1,90513F-HRTimeline
Revolve Wealth Partners, LLC142,195$15.1M1.82%+8,88013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC140,393$15M0.06%+1,50213F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.140,212$14.9M0.35%-46,55713F-HRTimelineGroup
Brooklyn FI, LLC139,567$14.8M3.32%-15,01913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.138,853$14.8M1.31%+16,11713F-HRTimeline
GAMMA Investing LLC138,830$14.8M0.82%+27,35513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC138,218$14.7M0.43%+9,69013F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…137,990$14.7M3.66%+21,45513F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp137,443$14.6M0.82%+3,01613F-HRTimelineGroup