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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,612 managers (1,634 13F filers) reported a position in MUB shares at 2026-03-31, 355,820,299 shares in all. 100 filers opened a position and 91 filers sold out during the quarter.

Managers
1,612
13F filers
1,634
New
100
Added
794
Reduced
503
Sold out
91
Shares held by filers
355,820,299

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,113,660$4.47B0.33%+4,763,83913F-HRTimelineGroup
FMR LLCin group FMR LLC21,943,710$2.33B0.12%-354,17413F-HRTimelineGroup
Betterment LLC19,583,732$2.08B3.94%+593,51413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,879,999$1.9B+1,944,093Timeline
Creative Planningin group Creative Planning14,367,478$1.53B1.03%+812,10913F-HRTimelineGroup
LPL Financial LLC11,762,384$1.25B0.33%+663,07513F-HRTimeline
Fisher Asset Management, LLC11,596,161$1.23B0.42%+882,34413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,008,488$1.06B0.21%+72,04213F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,357,674$993M1.47%+808,43013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,214,317$978M0.06%+637,35613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,903,359$945M0.58%+472,24613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding8,792,204$933M+5,908,061Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,303,630$775M0.14%+214,26513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,185,272$763M0.44%-150,88613F-HRTimelineGroup
TIAAgroup of 4 filers holding5,967,133$633M-207,402Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,274,695$560M0.52%+6,42813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,232,551$555M0.67%+3,03013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,709,555$499M0.03%+17,68213F-HR/ATimelineGroup
Wealthfront Advisers LLC4,442,764$472M1.04%-457,49113F-HRTimeline
Cetera Investment Advisers3,210,936$341M0.36%+416,37213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,196,889$339M0.69%+129,49713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,953,836$312M0.15%+681,22613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,823,552$300M0.42%-38,19613F-HRTimeline
Orgel Wealth Management, LLC2,677,093$284M6.12%+61,17413F-HRTimeline
RWA WEALTH PARTNERS, LLC2,331,591$247M2.71%-35,38013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,281,826$242M0.07%+492,49713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,114,126$224M0.03%+790,13413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,108,214$224M0.26%+59,28213F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,977,019$210M1.18%+210,62813F-HRTimeline
MML INVESTORS SERVICES, LLC1,947,693$207M0.57%-81,00813F-HRTimeline
HighTower Advisors, LLC1,737,213$184M0.2%-15,21713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,733,524$184M1.97%-1,282,88513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,675,290$178M0.04%-546,98713F-HR/ATimelineGroup
One Capital Management, LLC1,606,330$171M4.67%+106,50213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,411,505$150M+506,011Timeline
Facet Wealth, Inc.1,397,796$148M2.57%-172,86913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,298,929$138M0.09%+125,02213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,271,750$135M0.24%+54,09413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,258,347$134M0.03%-29,58013F-HRTimelineGroup
SIGNATUREFD, LLC1,126,750$120M1.83%-36,78213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,123,753$119M-84,509Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,079,334$115M0.9%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,070,265$114M0.16%+71,03613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP980,111$104M0.14%+25,48513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.927,175$98.4M0.14%+81,42813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC912,202$96.8M0.1%+360,47013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP864,554$91.8M0.13%+16,55413F-HRTimelineGroup
EP Wealth Advisors, LLC847,619$90M0.44%+62,66613F-HRTimeline
OneDigital Investment Advisors LLC842,713$89.5M0.87%+69,24413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC830,094$88.1M4.74%-6,02913F-HRTimeline
Orion Porfolio Solutions, LLC781,060$82.9M0.71%+2,88313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding768,320$81.6M+65,373Timeline
Beacon Pointe Advisors, LLC756,078$80.3M0.43%+122,29913F-HRTimeline
CWM, LLCin group CWM, LLC751,600$79.8M0.21%+63,67613F-HRTimelineGroup
Choate Investment Advisors717,755$76.2M1.49%-447,75813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…706,540$75M0.13%+57,32913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC652,281$69.2M0.35%+149,20113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.650,618$69.1M<0.01%+432,32013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC647,017$68.7M0.11%-40,23713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC645,815$68.6M0.79%+1,34813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP635,731$67.5M0.06%+16,73313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC633,596$67.3M1.28%+2,71413F-HRTimeline
SOFI WEALTH, LLC620,897$65.9M3.18%-10,89213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…613,660$65.1M0.4%+26,06713F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD607,800$64.5M0.15%013F-HRTimeline
Financial Engines Advisors L.L.C.579,572$61.5M0.12%-20,09613F-HRTimeline
Crestwood Advisors Group, LLC566,374$60.1M1.01%+31,03613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding564,411$59.9M+425,748Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/559,388$59.4M0.02%-13,29213F-HRTimelineGroup
Foster Group, Inc.542,700$57.6M1.71%+51,19113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC535,118$56.8M0.83%-46,89013F-HRTimeline
Farther Finance Advisors, LLC532,745$56.6M0.54%+56,22213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding533,191$56.6M-10,130Timeline
Dynasty Wealth Management, LLC526,425$55.9M0.49%+81,25113F-HRTimeline
Parcion Private Wealth LLC525,436$55.8M3.46%+17,92713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC522,464$55.5M0.68%-21,72213F-HRTimeline
Wealthspire Advisors, LLC512,469$54.4M0.43%-96,64113F-HRTimeline
Avantax Planning Partners, Inc.495,654$52.6M1.44%-7,05313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…492,231$52.4M0.12%-329,05813F-HRTimeline
MANNING & NAPIER ADVISORS LLC492,741$52.3M0.74%-7,74213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources488,681$51.9M0.01%+30,09413F-HRTimelineGroup
Wedmont Private Capital472,473$50.4M1.63%+6,90113F-HRTimeline
ALLIANCEBERNSTEIN L.P.462,015$49.5M0.02%-7,67313F-HRTimeline
Arkos Global Advisors443,046$47M5.9%-24,44613F-HRTimeline
CHOREO, LLC438,228$46.5M0.57%+150,17513F-HRTimeline
Allworth Financial LP435,863$46.3M0.19%+11,70913F-HRTimeline
Retirement Investment Advisors, Inc.424,104$45.4M3.66%+1,25213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC416,280$44.2M1.53%+12,81913F-HRTimelineGroup
SEEDS INVESTOR LLC409,195$43.8M5.96%+245,27813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers392,889$41.7M0.06%+116,16613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC388,912$41.3M0.02%-6,95713F-HRTimelineGroup
Cambridge Investment Research Advisors,…388,834$41.3M0.11%+46,59813F-HRTimeline
JFS WEALTH ADVISORS, LLC385,993$41M2.29%+4,14113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.383,426$40.7M2.76%+32,46213F-HRTimeline
Savvy Advisors, Inc.380,909$40.4M1.08%+108,42713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.373,948$40.1M0.26%-77,97713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…375,769$39.9M0.08%+15,09513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC362,236$38.5M0.6%+83,54913F-HRTimelineGroup
Schneider Downs Wealth Management Advis…360,475$38.3M4.22%+19,73813F-HRTimeline
Cardinal Point Capital Management ULC359,320$38.1M2.34%+2,87213F-HRTimeline
Lutz Financial Services LLC353,163$37.5M2.52%+1,86513F-HRTimeline
Integrated Wealth Concepts LLC351,964$37.4M0.3%+79,29813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC350,848$37.3M1.37%+345,32113F-HRTimelineGroup
Sanctuary Advisors, LLC339,977$36.1M0.2%+6413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.339,274$36M0.06%+11,05213F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC336,951$35.8M1.81%+246,14013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC334,925$35.6M0.29%new13F-HRTimeline
Liquid Strategies, LLC331,858$35.2M7.57%+7,26613F-HRTimeline
Balentine LLC330,343$35.1M1.41%-377,92913F-HRTimeline
Fort Point Capital Partners LLC326,937$34.7M4.55%+81,89513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC317,700$33.7M0.02%new13F-HRTimelineGroup
Trust Co314,946$33.4M3.13%+10,42913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK307,511$32.6M0.16%+15,09613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC299,860$31.8M0.04%-23,50013F-HRTimelineGroup
Quotient Wealth Partners, LLC298,694$31.7M0.83%+13,66613F-HRTimeline
Global Strategic Investment Solutions, …296,178$31.4M3.09%+1,28513F-HRTimeline
Private Advisor Group, LLC295,321$31.3M0.15%+24,93213F-HRTimeline
Rockwood Wealth Management, LLC291,745$31M2.22%-4,57913F-HRTimeline
ASPIRIANT, LLC288,891$30.7M0.87%-13,91813F-HRTimeline
Ackerman Capital Advisors, LLC284,162$30.2M6.18%-16,10813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding274,918$29.2M-10,839Timeline
DV Trading LLC274,100$29.1M2.64%new13F-HRTimeline
Bluespring Wealth Management, LLC272,380$28.9M2.49%+3,17213F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…271,681$28.8M0.63%+17,37613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP266,664$28.3M0.36%+23,47413F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…266,033$28.2M3.39%+39,55613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp266,021$28.2M0.09%-3,67913F-HR/ATimelineGroup
Dakota Wealth Management264,783$28.1M0.61%+9,96213F-HR/ATimeline
SageView Advisory Group, LLC264,094$28M1.02%-37,85613F-HRTimeline
Legacy Edge Advisors, LLC261,266$27.7M2.92%+23,74913F-HRTimeline
Atlatl Advisers LLC260,793$27.7M20.54%+179,32113F-HRTimeline
WESBANCO BANK INC260,726$27.7M0.77%+24,29313F-HRTimeline
Merit Financial Group, LLC255,935$27.2M0.2%+27,10013F-HRTimeline
One Wealth Advisors, LLC250,587$26.6M3.31%+9,67413F-HRTimeline
CX Institutional249,006$26.4M0.81%+8,66813F-HRTimeline
Steward Partners Investment Advisory, L…248,787$26.4M0.13%+16,37313F-HRTimeline
Ally Invest Advisors Inc.246,898$26.2M1.76%+15,84413F-HRTimeline
Salomon & Ludwin, LLC241,317$26M2.32%+25,97213F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC241,400$25.6M0.35%013F-HRTimelineGroup
Ledyard National Bank238,263$25.3M2.19%+9,17513F-HRTimeline
Crewe Advisors LLC235,253$25M2.13%+19,53113F-HRTimeline
UNIQUE WEALTH, LLC234,613$24.9M3.44%+39,51713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…233,401$24.8M0.21%+11,85513F-HRTimelineGroup
Janney Montgomery Scott LLC233,162$24.8M0.06%+24,22513F-HRTimeline
Icon Wealth Advisors, LLC229,796$24.6M1.6%+11,57813F-HRTimeline
Cresset Asset Management, LLC230,565$24.5M0.11%+6,26813F-HRTimeline
Plante Moran Financial Advisors, LLC226,022$24M1.55%-11,38013F-HRTimeline
Avior Wealth Management, LLC220,186$23.4M0.66%-32,83213F-HRTimeline
NewEdge Advisors, LLC218,305$23.2M0.08%+20,88013F-HR/ATimeline
Independent Advisor Alliance216,809$23M0.25%+194,44313F-HRTimeline
Alesco Advisors, LLC, An ESL Co215,352$22.9M0.58%+20,72513F-HRTimeline
Waldron Private Wealth LLC214,253$22.7M0.89%-3,45213F-HRTimeline
Modera Wealth Management, LLC213,929$22.7M0.27%-1,16313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC213,882$22.7M0.41%-30,97213F-HRTimeline
GAMMA Investing LLC213,593$22.7M1.06%+34,96013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC213,106$22.6M0.09%-5,30413F-HRTimelineGroup
Boston Standard Wealth Management, LLC212,459$22.6M3.69%+2,22813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…207,750$22.1M0.67%+41,23813F-HRTimelineGroup
Resonant Capital Advisors, LLC207,469$22M1.16%+16,19013F-HRTimeline
Perigon Wealth Management, LLC204,335$21.7M0.39%+9,88713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO204,025$21.7M0.46%-15,25613F-HRTimeline
Bernicke Wealth Management, Ltd.202,808$21.5M2.78%+3,13413F-HRTimeline
Slow Capital, Inc.201,707$21.4M2.78%-1,21213F-HRTimeline
Apella Capital, LLC194,908$20.9M0.31%+13,18113F-HRTimeline
Arax Advisory Partners195,656$20.8M0.59%-22,29613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC190,500$20.2M0.01%+101,90013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…189,235$20.1M0.02%+66,02313F-HRTimelineGroup
Aptus Capital Advisors, LLC188,213$20M0.17%+31,16113F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding187,077$19.9M-19,808Timeline
Capital Asset Advisory Services LLC184,811$19.9M0.76%+3,46613F-HRTimeline
VICUS CAPITAL183,680$19.5M1.43%+7,18913F-HRTimeline
Cardinal Strategic Wealth Guidance177,441$18.8M4.97%-4,89813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP177,078$18.8M0.12%-1,69213F-HRTimelineGroup
AMG National Trust Bank176,705$18.8M0.41%+43,53813F-HRTimeline
Waterway Wealth Management, LLC175,740$18.7M4.12%-16,49813F-HRTimeline
Morton Brown Family Wealth, LLC175,355$18.6M4.92%+4,12413F-HRTimeline
Vise Technologies, Inc.171,813$18.4M0.36%013F-HRTimeline
Stairway Partners, LLC173,332$18.4M0.95%+16013F-HRTimeline
Meridian Wealth Partners, LLC171,618$18.2M2.5%-1,28713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…171,240$18.2M0.33%+44,86413F-HRTimelineGroup
World Investment Advisors171,015$18.2M0.29%-25,34113F-HRTimeline
AE Wealth Management LLC169,836$18M0.1%-279,96813F-HRTimeline
RTD Financial Advisors, Inc.169,457$18M2.21%-5,58713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC168,750$17.9M4.6%+11,43613F-HRTimeline
Black Diamond Financial, LLC168,516$17.9M1.95%+18,88813F-HRTimeline
Symmetry Partners, LLC167,926$17.8M1.02%-56313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management159,577$16.9M0.19%+19,38413F-HRTimelineGroup
Altura Wealth Advisors Inc.156,224$16.6M7.24%+3,91313F-HRTimeline
Vestmark Advisory Solutions, Inc.154,142$16.4M0.18%-13,80313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co153,000$16.2M1.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…152,802$16.2M0.45%+24,69913F-HRTimeline
RMR Wealth Builders152,237$16.2M1.27%+8,18613F-HRTimeline
North Star Investment Management Corp.151,355$16.1M0.97%+3,52213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC150,771$16M10.61%+1113F-HRTimeline
Horizon Investments, LLC150,604$15.9M0.18%+85,97813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.143,880$15.3M0.02%13F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp143,747$15.3M0.86%+6,60813F-HRTimelineGroup
Advisory Services Network, LLC142,530$15.1M0.2%-24,81613F-HRTimeline
PDS Planning, Inc141,346$15M0.99%+11,31213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION141,172$15M1.21%+6,03713F-HRTimeline