ISHARES TR (MUB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,608
Reporting holders
$38.8B
Reported value
0.7%
Held as options
+25
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $4.8B | 44,699,544 | 0.31% | 31q | +6.1%+$278.3M |
| FMR LLC | $2.5B | 22,787,508 | 0.11% | 31q | +3.8%+$90.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.2B | 20,708,320 | 1.38% | 30q | +121.3%+$1.2B |
| ENVESTNET ASSET MANAGEMENT INC | $1.9B | 17,585,152 | 0.45% | 31q | +5.3%+$94.8M |
| Creative Planning | $1.6B | 14,801,826 | 0.93% | 31q | +3.0%+$46.7M |
| LPL Financial LLC | $1.4B | 12,757,070 | 0.31% | 31q | +8.5%+$107.0M |
| Fisher Asset Management, LLC | $1.4B | 12,648,532 | 0.41% | 31q | +9.1%+$113.3M |
| WELLS FARGO & COMPANY/MN | $1.1B | 10,375,308 | 0.18% | 31q | -48.2%-$1.0B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0B | 9,354,522 | 0.54% | 31q | +5.1%+$48.6M |
| UBS Group AG | $885.4M | 8,227,175 | 0.11% | 31q | +7.9%+$65.0M |
| MORGAN STANLEY | $846.4M | 7,865,009 | 0.04% | 35q | -14.6%-$145.2M |
| Bank of New York Mellon Corp | $808.7M | 7,514,130 | 0.13% | 31q | +2.9%+$22.7M |
| PNC Financial Services Group, Inc. | $781.0M | 7,256,953 | 0.39% | 31q | +1.0%+$7.7M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $645.3M | 5,996,446 | 2.22% | 2q | +5.4%+$33.3M |
| US BANCORP \DE\ | $576.1M | 5,353,257 | 0.63% | 31q | +2.3%+$13.0M |
| SEI INVESTMENTS CO | $545.1M | 5,065,381 | 0.48% | 31q | -4.0%-$22.5M |
| Wealthfront Advisers LLC | $489.9M | 4,552,278 | 0.94% | 31q | +2.5%+$11.8M |
| JPMORGAN CHASE & CO | $482.4M | 4,479,123 | 0.03% | 31q | -4.9%-$24.8M |
| Cetera Investment Advisers | $385.5M | 3,581,966 | 0.35% | 31q | +11.6%+$39.9M |
| ASSETMARK, INC | $360.8M | 3,352,646 | 0.62% | 31q | +4.9%+$16.8M |
| JONES FINANCIAL COMPANIES LLLP | $341.8M | 3,176,798 | 0.14% | 31q | +7.5%+$24.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $302.2M | 2,808,282 | 0.38% | 31q | -0.5%-$1.6M |
| Orgel Wealth Management, LLC | $291.5M | 2,708,345 | 5.53% | 31q | +1.2%+$3.4M |
| GOLDMAN SACHS GROUP INC | $277.7M | 2,580,280 | 0.02% | 31q | +22.0%+$50.2M |
| ALLSTATE CORP | $276.4M | 2,568,075 | 2.76% | 21q | +48.1%+$89.8M |
| MML INVESTORS SERVICES, LLC | $257.4M | 2,391,883 | 0.53% | 31q | +22.8%+$47.8M |
| RAYMOND JAMES FINANCIAL INC | $244.3M | 2,269,886 | 0.07% | 7q | -0.5%-$1.3M |
| RWA WEALTH PARTNERS, LLC | $242.0M | 2,248,617 | 2.32% | 31q | -3.6%-$8.9M |
| Sequoia Financial Advisors, LLC | $229.1M | 2,128,656 | 1.14% | 31q | +7.7%+$16.3M |
| Mariner, LLC | $225.6M | 2,096,093 | 0.24% | 31q | -0.6%-$1.3M |
| Facet Wealth, Inc. | $202.7M | 1,883,582 | 2.90% | 23q | +34.8%+$52.3M |
| AMERIPRISE FINANCIAL INC | $196.2M | 1,823,329 | 0.04% | 31q | -45.6%-$164.4M |
| HighTower Advisors, LLC | $181.8M | 1,689,093 | 0.18% | 31q | -2.8%-$5.2M |
| JANE STREET GROUP, LLC | $176.9M | 459,748 | 0.01% | 30q | -49.6%-$174.1M |
| One Capital Management, LLC | $170.5M | 1,606,330 | 4.74% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $147.0M | 1,366,152 | 0.22% | 31q | +7.4%+$10.2M |
| CITIGROUP INC | $142.5M | 1,323,673 | 0.05% | 31q | +1.9%+$2.7M |
| Envestnet Portfolio Solutions, Inc. | $133.8M | 1,242,985 | 0.64% | 12q | +5.8%+$7.3M |
| BlackRock, Inc. | $120.0M | 1,115,072 | 0.00% | 8q | +71.4%+$50.0M |
| OSAIC HOLDINGS, INC. | $119.8M | 1,112,879 | 0.14% | 26q | +20.0%+$20.0M |
| SIGNATUREFD, LLC | $118.9M | 1,104,580 | 1.59% | 31q | -2.0%-$2.4M |
| ROYAL BANK OF CANADA | $118.8M | 1,103,924 | 0.02% | 31q | -12.3%-$16.6M |
| Cerity Partners LLC | $118.5M | 1,101,170 | 0.14% | 23q | +2.9%+$3.3M |
| RENAISSANCE TECHNOLOGIES LLC | $108.1M | 1,004,526 | 0.15% | 15q | +960.7%+$97.9M |
| TRUIST FINANCIAL CORP | $101.7M | 945,128 | 0.12% | 31q | -3.6%-$3.8M |
| Focus Partners Wealth | $97.7M | 907,867 | 0.10% | 11q | -13.8%-$15.7M |
| OneDigital Investment Advisors LLC | $96.4M | 895,982 | 0.81% | 31q | +6.3%+$5.7M |
| Orion Porfolio Solutions, LLC | $96.3M | 895,244 | 0.74% | 31q | +14.6%+$12.3M |
| Corient Private Wealth LP | $92.4M | 858,310 | 0.06% | 15q | -0.7%-$672.0K |
| EP Wealth Advisors, LLC | $91.9M | 854,384 | 0.35% | 30q | +0.8%+$728.0K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $90.5M | 840,791 | 4.58% | 17q | +1.3%+$1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $84.7M | 786,787 | 0.02% | 3q | -32.7%-$41.2M |
| ANGELES WEALTH MANAGEMENT, LLC | $83.8M | 778,690 | 3.83% | 8q | +1.5%+$1.2M |
| Beacon Pointe Advisors, LLC | $83.8M | 778,307 | 0.39% | 31q | +2.9%+$2.4M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $81.1M | 753,693 | 0.37% | 15q | +15.5%+$10.9M |
| Merit Financial Group, LLC | $77.4M | 719,044 | 0.24% | 18q | +180.9%+$49.8M |
| Rockefeller Capital Management L.P. | $74.7M | 694,504 | 0.11% | 31q | -1.7%-$1.3M |
| Integrated Wealth Concepts LLC | $74.6M | 693,109 | 0.36% | 31q | +96.9%+$36.7M |
| SOFI WEALTH, LLC | $71.7M | 666,493 | 2.89% | 18q | +7.3%+$4.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $70.4M | 655,019 | 0.39% | 31q | +6.7%+$4.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $69.9M | 652,810 | 0.12% | 31q | +32.6%+$17.2M |
| STIFEL FINANCIAL CORP | $69.7M | 647,854 | 0.06% | 31q | +1.9%+$1.3M |
| Prime Capital Investment Advisors, LLC | $69.3M | 643,767 | 0.67% | 19q | HELD |
| Forvis Mazars Wealth Advisors, LLC | $67.9M | 630,739 | 1.13% | 20q | HELD |
| Farther Finance Advisors, LLC | $66.6M | 618,645 | 0.52% | 15q | +16.1%+$9.2M |
| Crestwood Advisors Group, LLC | $66.4M | 616,861 | 0.98% | 31q | +8.9%+$5.4M |
| Kestra Investment Management, LLC | $66.4M | 616,563 | 1.29% | 9q | -32.7%-$32.3M |
| STATE OF WISCONSIN INVESTMENT BOARD | $65.4M | 607,800 | 0.13% | 18q | HELD |
| Financial Engines Advisors L.L.C. | $64.0M | 594,473 | 0.11% | 31q | +2.6%+$1.6M |
| Wealthcare Advisory Partners LLC | $62.0M | 576,272 | 1.18% | 31q | +10.4%+$5.8M |
| FIFTH THIRD BANCORP | $61.2M | 568,602 | 0.10% | 31q | +5.9%+$3.4M |
| Wealthspire Advisors, LLC | $61.1M | 568,001 | 0.34% | 31q | +10.8%+$6.0M |
| Foster Group, Inc. | $60.9M | 566,053 | 1.62% | 17q | +4.3%+$2.5M |
| Choate Investment Advisors | $58.9M | 547,382 | 1.04% | 17q | -23.7%-$18.3M |
| BANK OF MONTREAL /CAN/ | $58.9M | 547,248 | 0.02% | 31q | -2.2%-$1.3M |
| Retirement Investment Advisors, Inc. | $58.0M | 543,022 | 4.14% | 14q | +28.0%+$12.7M |
| Avantax Planning Partners, Inc. | $57.8M | 537,122 | 1.44% | 31q | +8.4%+$4.5M |
| Dynasty Wealth Management, LLC | $55.7M | 517,550 | 0.41% | 7q | -1.7%-$955.1K |
| MANNING & NAPIER ADVISORS LLC | $54.7M | 508,120 | 0.70% | 9q | +3.1%+$1.7M |
| Parcion Private Wealth LLC | $54.2M | 503,579 | 3.01% | 5q | -4.2%-$2.4M |
| LMR Partners LLP | $53.8M | options only | 0.20% | 13q | OPTIONS |
| FRANKLIN RESOURCES INC | $53.8M | 499,586 | 0.01% | 31q | +2.2%+$1.2M |
| Legacy Edge Advisors, LLC | $52.9M | 497,923 | 2.88% | 10q | +90.6%+$25.1M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $51.6M | 479,909 | 0.65% | 30q | -8.1%-$4.6M |
| Wedmont Private Capital | $51.1M | 477,489 | 1.40% | 19q | +1.1%+$536.8K |
| Gradient Investments LLC | $51.1M | 474,766 | 0.70% | 6q | +31.1%+$12.1M |
| ALLIANCEBERNSTEIN L.P. | $50.0M | 470,875 | 0.02% | 31q | +1.9%+$940.5K |
| SEEDS INVESTOR LLC | $49.9M | 463,913 | 5.13% | 11q | +13.4%+$5.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $49.1M | 89,220 | 0.00% | 31q | +1261.7%+$45.5M |
| CHOREO, LLC | $48.5M | 450,490 | 0.53% | 19q | +2.8%+$1.3M |
| COMMERCE BANK | $47.1M | 437,228 | 0.21% | 31q | +42.2%+$14.0M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $47.0M | 436,441 | 0.62% | 15q | -18.4%-$10.6M |
| Savvy Advisors, Inc. | $46.8M | 434,940 | 0.99% | 11q | +14.2%+$5.8M |
| Equitable Holdings, Inc. | $45.0M | 418,400 | 0.27% | 27q | +11.9%+$4.8M |
| New York Life Investment Management LLC | $44.9M | 417,162 | 0.31% | 11q | +78.7%+$19.8M |
| Ascent Group, LLC | $44.3M | 411,221 | 1.32% | 19q | -1.2%-$544.4K |
| CAHABA WEALTH MANAGEMENT, INC. | $43.9M | 408,101 | 2.65% | 31q | +6.4%+$2.7M |
| HSBC HOLDINGS PLC | $43.0M | 399,895 | 0.02% | 17q | +2.8%+$1.2M |
| Liquid Strategies, LLC | $42.6M | 396,261 | 5.82% | 27q | +19.4%+$6.9M |
| Arax Advisory Partners | $42.3M | 393,109 | 0.28% | 3q | +100.9%+$21.2M |
Showing the largest 100 of 1,647 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,608 | $38.8B | 357,944,359 | 96 | 704 | 453 | 0.7% |
| Q1 2026 | 1,583 | $36.9B | 343,412,927 | 95 | 697 | 461 | 1.2% |
| Q4 2025 | 1,588 | $34.2B | 314,320,444 | 99 | 687 | 412 | 1.6% |
| Q3 2025 | 1,492 | $33.0B | 301,583,697 | 99 | 598 | 526 | 2.6% |
| Q2 2025 | 1,482 | $32.7B | 304,806,193 | 125 | 512 | 591 | 2.5% |
| Q1 2025 | 1,440 | $33.1B | 308,343,314 | 96 | 509 | 544 | 1.7% |
| Q4 2024 | 1,462 | $33.4B | 311,987,817 | 90 | 592 | 410 | 0.7% |
| Q3 2024 | 1,331 | $32.8B | 300,811,565 | 96 | 567 | 381 | 0.3% |
| Q2 2024 | 1,275 | $30.9B | 288,317,160 | 74 | 571 | 387 | 0.6% |
| Q1 2024 | 1,292 | $32.4B | 297,077,126 | 90 | 521 | 404 | 1.3% |
| Q4 2023 | 1,287 | $33.4B | 305,180,334 | 143 | 433 | 462 | 0.8% |
| Q3 2023 | 1,143 | $27.7B | 269,744,909 | 81 | 456 | 386 | 0.1% |
| Q2 2023 | 1,124 | $25.0B | 234,244,504 | 60 | 437 | 377 | 0.0% |
| Q1 2023 | 1,097 | $26.9B | 249,930,603 | 79 | 416 | 375 | 0.0% |
| Q4 2022 | 1,037 | $22.4B | 212,319,785 | 121 | 398 | 334 | 0.1% |
| Q3 2022 | 1,134 | $22.3B | 217,188,997 | 87 | 418 | 438 | 0.2% |
| Q2 2022 | 1,157 | $23.5B | 220,884,536 | 114 | 370 | 481 | 0.2% |
| Q1 2022 | 1,161 | $19.1B | 174,053,767 | 79 | 448 | 404 | 0.1% |
| Q4 2021 | 1,174 | $19.8B | 170,578,190 | 90 | 480 | 255 | 0.1% |
| Q3 2021 | 1,017 | $18.0B | 154,440,176 | 52 | 446 | 266 | 0.1% |
| Q2 2021 | 1,017 | $17.4B | 148,634,869 | 66 | 468 | 256 | 0.1% |
| Q1 2021 | 1,000 | $16.0B | 137,910,520 | 64 | 465 | 239 | 0.1% |
| Q4 2020 | 994 | $15.5B | 132,379,072 | 75 | 444 | 182 | 0.1% |
| Q3 2020 | 879 | $13.6B | 116,467,708 | 74 | 409 | 200 | 0.5% |
| Q2 2020 | 850 | $12.9B | 109,089,085 | 95 | 338 | 240 | 2.1% |
| Q1 2020 | 821 | $10.9B | 96,603,291 | 87 | 308 | 254 | 0.3% |
| Q4 2019 | 803 | $11.2B | 98,337,688 | 66 | 342 | 143 | 0.0% |
| Q3 2019 | 675 | $10.4B | 90,375,824 | 52 | 296 | 161 | 0.0% |
| Q2 2019 | 651 | $9.5B | 83,950,696 | 63 | 262 | 173 | 0.0% |
| Q1 2019 | 619 | $9.1B | 81,562,790 | 59 | 247 | 174 | 0.0% |
| Q4 2018 | 602 | $8.8B | 80,505,988 | 7 | 14 | 10 | 0.1% |