# ISHARES TR (MUB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MUB/

- Reporting holders: 103
- Reported value: $569.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $124.5M | 1,235,371 | 3.0% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $71.3M | 705,609 | 0.5% | 16 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $55.8M | 551,931 | 0.8% | 7 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $33.5M | 331,253 | 2.9% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $31.8M | 314,808 | 1.7% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $22.4M | 221,161 | 0.8% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $20.2M | 200,528 | 0.3% | 26 |
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $19.1M | 188,555 | 0.9% | 15 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $15.7M | 155,559 | 1.7% | 16 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $13.6M | 134,957 | 1.0% | 17 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $11.6M | 115,195 | 2.1% | 16 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $10.8M | 106,827 | 2.9% | 24 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $10.5M | 103,916 | 2.4% | 20 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $7.2M | 71,209 | 2.9% | 19 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $6.2M | 61,729 | 4.1% | 8 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $6.2M | 60,834 | 0.1% | 11 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $5.9M | 57,885 | 1.3% | 24 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $5.0M | 49,118 | 0.8% | 5 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $4.6M | 45,151 | 2.8% | 13 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $4.4M | 43,626 | 0.4% | 31 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $4.2M | 41,116 | 0.3% | 24 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $4.1M | 40,586 | 0.2% | 28 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $3.6M | 35,404 | 0.6% | 6 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $3.5M | 34,322 | 1.2% | 28 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $3.1M | 30,267 | 0.3% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 103 | $569.9M |
| Q2 2026 | 1,654 | $44.2B |
| Q1 2026 | 1,630 | $39.5B |
| Q4 2025 | 1,635 | $36.8B |
| Q3 2025 | 1,544 | $35.7B |
| Q2 2025 | 1,545 | $35.7B |
| Q1 2025 | 1,508 | $36.1B |
| Q4 2024 | 1,532 | $37.4B |
| Q3 2024 | 1,400 | $36.6B |
| Q2 2024 | 1,349 | $34.6B |
| Q1 2024 | 1,378 | $35.5B |
| Q4 2023 | 1,380 | $36.2B |