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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

Filings received so far for Q3 2026: 103 13F filers report a position in MUB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Wedmont Private Capital1,235,371$124M2.98%+757,88213F-HRTimeline
Farther Finance Advisors, LLC705,609$71.3M0.5%+86,96413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC551,931$55.8M0.8%+77,16513F-HRTimelineGroup
Trust Co331,253$33.5M2.91%+13,41113F-HRTimeline
Legacy Private Trust Co.314,808$31.8M1.76%+242,61313F-HRTimeline
CX Institutional253,468$25.6M0.69%+16,42713F-HRTimeline
GAMMA Investing LLC221,161$22.4M0.76%-29,59313F-HRTimeline
Apella Capital, LLC200,528$20.2M0.26%+6,95913F-HRTimeline
Stairway Partners, LLC188,555$19.1M0.9%-19013F-HRTimeline
RTD Financial Advisors, Inc.155,559$15.7M1.72%-10,28313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION134,957$13.6M0.98%-1,21713F-HRTimeline
Global Wealth Strategies & Associates115,195$11.6M2.13%-4,02313F-HRTimeline
Veery Capital, LLC106,827$10.8M2.88%-6,97813F-HRTimeline
Apeiron RIA LLC103,916$10.5M2.39%+52,37113F-HRTimeline
Aletheian Wealth Advisors LLC71,209$7.2M2.89%+12,70613F-HRTimeline
Sincerus Advisory, LLC61,729$6.24M4.07%+7,49013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC60,834$6.15M0.1%+30,73613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.49,118$4.97M0.8%+46,35413F-HRTimeline
Exchange Bank45,151$4.56M2.82%+2,31313F-HRTimeline
Insight Wealth Strategies, LLC43,626$4.41M0.44%+1,55913F-HRTimeline
Galvin, Gaustad & Stein, LLC41,116$4.16M0.31%-1,28613F-HRTimeline
Acropolis Investment Management, LLC40,586$4.1M0.16%-33,65213F-HRTimeline
Balefire, LLC35,404$3.58M0.56%+11,95613F-HRTimeline
McNaughton Wealth Management, LLC34,322$3.47M1.21%+4,90113F-HRTimeline
Grove Bank & Trust30,267$3.06M0.3%+70913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC30,205$3.05M0.72%+18013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC28,710$2.9M0.59%+1,47913F-HRTimeline
Coastline Trust Co28,124$2.84M0.27%-3,74313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SigFig Wealth Management, LLC27,847$2.82M0.07%+6,61213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC27,462$2.78M0.81%+2,66713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC27,100$2.74M0.74%+3,01913F-HRTimeline
Veracity Capital LLC24,404$2.47M0.66%+17,46713F-HRTimeline
First Heartland Consultants, Inc.22,714$2.3M0.15%+1,05513F-HRTimeline
Avidian Wealth Enterprises, LLC22,585$2.28M0.06%-2,50913F-HRTimeline
MKD WEALTH COACHES, LLC22,532$2.28M1.88%+29913F-HRTimeline
Retirement Wealth Solutions LLC20,388$2.06M1.09%+3,26413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC18,899$1.91M0.39%+31313F-HRTimeline
Graves Light Lenhart Wealth, Inc.16,578$1.68M0.16%+1313F-HRTimeline
Valeo Financial Advisors, LLC15,641$1.58M0.03%-43,48713F-HRTimeline
Paladin Partners, LLC15,576$1.57M0.97%+1,91213F-HRTimeline
FC Advisory LLC14,973$1.51M0.4%-2,03613F-HRTimeline
Venture Visionary Partners LLC14,790$1.5M0.04%-53613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC12,961$1.31M0.34%-76213F-HRTimeline
Friday Financial12,802$1.3M0.26%+3,21013F-HRTimeline
Dorato Capital Management12,760$1.28M0.85%-95013F-HRTimeline
CoreCap Advisors, LLC12,450$1.26M0.04%+3,08013F-HRTimeline
Heartwood Wealth Advisors LLC11,868$1.2M0.09%-1113F-HRTimeline
Wealth Enhancement Trust Services, Inc.11,642$1.18M0.13%-1,50213F-HRTimeline
Rosenberg Matthew Hamilton11,224$1.13M0.2%-14,31113F-HRTimeline
ACT WEALTH MANAGEMENT, LLC10,714$1.08M0.32%+1,19313F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,737$984K0.03%-25213F-HRTimeline
RIVERSEDGE ADVISORS, LLC9,630$974K0.12%-3,62313F-HRTimeline
Crumly & Associates Inc.9,374$948K0.17%+8313F-HRTimeline
Bangor Savings Bank9,219$932K0.07%-75113F-HRTimeline
Roan Capital Partners9,206$931K0.68%-40513F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC9,182$928K0.52%+4,06513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,489$858K0.23%-5,32713F-HRTimeline
KWMG, LLC8,163$825K0.06%-8,79013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,149$824K0.05%-113F-HRTimeline
Capital Advisors Wealth Management, LLC7,973$806K0.09%-24,85813F-HRTimeline
Pathway Financial Advisors LLC7,591$767K0.08%013F-HRTimeline
EPIQ PARTNERS, LLC6,971$705K0.3%-28413F-HRTimeline
Breakwater Capital Group6,751$683K0.08%-11,62213F-HRTimeline
Montecito Bank & Trust6,535$661K0.1%013F-HRTimeline
Frisco Financial Planning LLC6,137$620K0.48%-44013F-HRTimeline
Hiley Hunt Wealth Management5,952$602K0.23%+4713F-HRTimeline
Monument Capital Management5,811$587K0.12%+29813F-HRTimeline
DAVIDSON TRUST CO5,390$545K0.22%013F-HRTimeline
Cassilly Financial Group LLC5,311$537K0.36%-1,66613F-HRTimeline
Hummer Financial Advisory Services Inc5,000$506K0.33%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,973$503K0.03%-1,22313F-HRTimeline
Canandaigua National Trust Co of Florida4,939$499K0.28%13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,794$485K0.32%+4913F-HRTimeline
Everhart Financial Group, Inc.4,774$483K0.03%-90113F-HRTimeline
EASTERN BANK4,628$468K0.01%+91513F-HRTimeline
Cadent Capital Advisors, LLC4,390$444K0.1%-1,09713F-HRTimeline
Atlas Brown,Inc.4,315$436K0.12%+2713F-HRTimeline
Iowa State Bank4,235$428K0.07%013F-HRTimeline
Gerald Baker Financial Group LLC3,696$374K0.11%-2,45213F-HRTimeline
Lake Hills Wealth Management, LLC3,426$346K0.16%-13013F-HRTimeline
DIVERSIFIED MANAGEMENT INC3,170$320K0.06%013F-HRTimeline
Vann Equity Management LLC2,926$296K0.18%new13F-HRTimeline
KFA Private Wealth Group, LLC2,858$289K0.07%-1,11613F-HRTimeline
Versant Capital Management, Inc2,803$283K0.02%new13F-HRTimeline
Whitcomb & Hess, Inc.2,650$268K0.06%+17113F-HRTimeline
Factor Wealth Management LTD2,492$252K0.04%-1,28213F-HRTimeline
LifeGoal Investments, LLC2,451$248K0.08%-2,27813F-HRTimeline
Baron Financial Group, LLC2,390$242K0.12%-3013F-HRTimeline
S.E.E.D. Planning Group LLC2,308$233K0.06%new13F-HRTimeline
Boltwood Capital Management2,285$231K0.05%013F-HRTimeline
Cooper Financial Group2,121$214K0.02%-59813F-HRTimeline
First Citizens Financial Corp2,022$204K0.09%-1,24213F-HRTimeline
Pacifica Partners Inc.1,450$147K0.04%-64913F-HRTimeline
Miller Global Investments, LLC955$96.6K0.08%new13F-HRTimeline
ATWOOD & PALMER INC860$87K<0.01%+713F-HRTimeline
Planning Strategies Inc.582$58.8K0.03%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP452$45.7K<0.01%013F-HRTimeline
Bank of New Hampshire372$37.6K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC185$18.7K0.01%new13F-HRTimeline
Roxbury Financial LLC163$16.4K0.01%+213F-HRTimeline
Investors Research Corp139$14.1K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.95$9.61K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…56$5.66K<0.01%013F-HRTimeline