ISHARES TR (MUB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
103
Reporting holders
$569.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,551
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Wedmont Private Capital | $124.5M | 1,235,371 | 2.98% | 20q | +158.7%+$76.3M |
| Farther Finance Advisors, LLC | $71.3M | 705,609 | 0.50% | 16q | +14.1%+$8.8M |
| Gradient Investments LLC | $55.8M | 551,931 | 0.80% | 7q | +16.3%+$7.8M |
| Trust Co | $33.5M | 331,253 | 2.91% | 32q | +4.2%+$1.4M |
| Legacy Private Trust Co. | $31.8M | 314,808 | 1.74% | 32q | +336.1%+$24.5M |
| GAMMA Investing LLC | $22.4M | 221,161 | 0.76% | 12q | -11.8%-$3.0M |
| Apella Capital, LLC | $20.2M | 200,528 | 0.26% | 26q | +3.6%+$699.5K |
| Stairway Partners, LLC | $19.1M | 188,555 | 0.90% | 15q | HELD |
| RTD Financial Advisors, Inc. | $15.7M | 155,559 | 1.72% | 16q | -6.2%-$1.0M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $13.6M | 134,957 | 0.98% | 17q | -0.9%-$123.0K |
| Global Wealth Strategies & Associates | $11.6M | 115,195 | 2.13% | 16q | -3.4%-$406.7K |
| Veery Capital, LLC | $10.8M | 106,827 | 2.88% | 24q | -6.1%-$705.5K |
| Apeiron RIA LLC | $10.5M | 103,916 | 2.39% | 20q | +101.6%+$5.3M |
| Aletheian Wealth Advisors LLC | $7.2M | 71,209 | 2.89% | 19q | +21.7%+$1.3M |
| Sincerus Advisory, LLC | $6.2M | 61,729 | 4.07% | 8q | +13.8%+$757.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.2M | 60,834 | 0.10% | 11q | +102.1%+$3.1M |
| Prosperity Planning, Inc. | $5.9M | 57,885 | 1.30% | 24q | +143.3%+$3.4M |
| Conrad Siegel Investment Advisors, Inc. | $5.0M | 49,118 | 0.80% | 5q | +1677.1%+$4.7M |
| Exchange Bank | $4.6M | 45,151 | 2.82% | 13q | +5.4%+$233.8K |
| Insight Wealth Strategies, LLC | $4.4M | 43,626 | 0.44% | 31q | +3.7%+$157.6K |
| Galvin, Gaustad & Stein, LLC | $4.2M | 41,116 | 0.31% | 24q | -3.0%-$130.0K |
| Acropolis Investment Management, LLC | $4.1M | 40,586 | 0.16% | 28q | -72.7%-$10.9M |
| Balefire, LLC | $3.6M | 35,404 | 0.56% | 6q | +51.0%+$1.2M |
| McNaughton Wealth Management, LLC | $3.5M | 34,322 | 1.21% | 28q | +16.7%+$495.5K |
| Grove Bank & Trust | $3.1M | 30,267 | 0.30% | 32q | +2.4%+$71.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $3.1M | 30,205 | 0.72% | 23q | +0.6%+$18.2K |
| WALLER FINANCIAL PLANNING GROUP, INC | $2.9M | 28,710 | 0.59% | 27q | +5.4%+$149.5K |
| Coastline Trust Co | $2.8M | 28,124 | 0.27% | 9q | -11.7%-$378.4K |
| SigFig Wealth Management, LLC | $2.8M | 27,847 | 0.07% | 32q | +31.1%+$668.5K |
| ACIMA PRIVATE WEALTH, LLC | $2.8M | 27,462 | 0.81% | 25q | +10.8%+$269.6K |
| PRIVATE CLIENT SERVICES, LLC | $2.7M | 27,100 | 0.74% | 12q | +12.5%+$305.2K |
| Veracity Capital LLC | $2.5M | 24,404 | 0.66% | 27q | +251.8%+$1.8M |
| First Heartland Consultants, Inc. | $2.3M | 22,714 | 0.15% | 5q | +4.9%+$106.7K |
| Avidian Wealth Enterprises, LLC | $2.3M | 22,585 | 0.06% | 30q | -10.0%-$253.7K |
| MKD WEALTH COACHES, LLC | $2.3M | 22,532 | 1.88% | 14q | +1.3%+$30.2K |
| Retirement Wealth Solutions LLC | $2.1M | 20,388 | 1.09% | 8q | +19.1%+$330.0K |
| COLLECTIVE FAMILY OFFICE LLC | $1.9M | 18,899 | 0.39% | 14q | +1.7%+$31.6K |
| Graves Light Lenhart Wealth, Inc. | $1.7M | 16,578 | 0.16% | 32q | HELD |
| Valeo Financial Advisors, LLC | $1.6M | 15,641 | 0.03% | 12q | -73.5%-$4.4M |
| Paladin Partners, LLC | $1.6M | 15,576 | 0.97% | 2q | +14.0%+$193.3K |
| FC Advisory LLC | $1.5M | 14,973 | 0.40% | 32q | -12.0%-$205.8K |
| Venture Visionary Partners LLC | $1.5M | 14,790 | 0.04% | 2q | -3.5%-$54.2K |
| JUNCTURE WEALTH STRATEGIES, LLC | $1.3M | 12,961 | 0.34% | 28q | -5.6%-$77.0K |
| Friday Financial | $1.3M | 12,802 | 0.26% | 8q | +33.5%+$325.3K |
| Dorato Capital Management | $1.3M | 12,760 | 0.85% | 4q | -6.9%-$95.5K |
| CoreCap Advisors, LLC | $1.3M | 12,450 | 0.04% | 9q | +32.9%+$311.4K |
| Heartwood Wealth Advisors LLC | $1.2M | 11,868 | 0.09% | 28q | HELD |
| Wealth Enhancement Trust Services, Inc. | $1.2M | 11,642 | 0.13% | 4q | -52.6%-$1.3M |
| Rosenberg Matthew Hamilton | $1.1M | 11,224 | 0.20% | 27q | -56.0%-$1.4M |
| ACT WEALTH MANAGEMENT, LLC | $1.1M | 10,714 | 0.32% | 12q | +12.5%+$120.6K |
| MassMutual Private Wealth & Trust, FSB | $984.4K | 9,737 | 0.03% | 32q | -2.5%-$25.5K |
| RIVERSEDGE ADVISORS, LLC | $973.6K | 9,630 | 0.12% | 20q | -27.3%-$366.3K |
| Crumly & Associates Inc. | $947.7K | 9,374 | 0.17% | 11q | +0.9%+$8.4K |
| Bangor Savings Bank | $932.0K | 9,219 | 0.07% | 32q | -7.5%-$75.9K |
| Roan Capital Partners | $930.7K | 9,206 | 0.68% | 3q | -4.2%-$40.9K |
| THRYVE WEALTH MANAGEMENT LLC | $928.3K | 9,182 | 0.52% | 4q | +79.4%+$411.0K |
| CYPRESS FINANCIAL PLANNING LLC | $858.2K | 8,489 | 0.23% | 11q | -38.6%-$538.6K |
| KWMG, LLC | $825.3K | 8,163 | 0.06% | 32q | -51.8%-$888.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $823.9K | 8,149 | 0.05% | 15q | HELD |
| Capital Advisors Wealth Management, LLC | $806.1K | 7,973 | 0.09% | 23q | -75.7%-$2.5M |
| Pathway Financial Advisors LLC | $767.5K | 7,591 | 0.08% | 7q | HELD |
| EPIQ PARTNERS, LLC | $704.8K | 6,971 | 0.30% | 5q | -3.9%-$28.7K |
| Breakwater Capital Group | $682.5K | 6,751 | 0.08% | 16q | -63.3%-$1.2M |
| Montecito Bank & Trust | $660.7K | 6,535 | 0.10% | 8q | HELD |
| Frisco Financial Planning LLC | $620.5K | 6,137 | 0.48% | 4q | -6.7%-$44.5K |
| Hiley Hunt Wealth Management | $601.8K | 5,952 | 0.23% | 12q | +0.8%+$4.8K |
| Monument Capital Management | $587.5K | 5,811 | 0.12% | 2q | +5.4%+$30.1K |
| DAVIDSON TRUST CO | $544.9K | 5,390 | 0.22% | 12q | HELD |
| Cassilly Financial Group LLC | $536.9K | 5,311 | 0.36% | 4q | -61.9%-$873.8K |
| Hummer Financial Advisory Services Inc | $505.5K | 5,000 | 0.33% | 25q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $502.7K | 4,973 | 0.03% | 16q | -19.7%-$123.6K |
| Canandaigua National Trust Co of Florida | $499.3K | 4,939 | 0.28% | 6q | +8.1%+$37.4K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $484.7K | 4,794 | 0.32% | 4q | +1.0%+$5.0K |
| Everhart Financial Group, Inc. | $482.6K | 4,774 | 0.03% | 24q | -15.9%-$91.1K |
| EASTERN BANK | $467.9K | 4,628 | 0.01% | 9q | +24.6%+$92.5K |
| Cadent Capital Advisors, LLC | $443.9K | 4,390 | 0.10% | 24q | -20.0%-$110.9K |
| Atlas Brown,Inc. | $436.3K | 4,315 | 0.12% | 11q | +0.6%+$2.7K |
| Iowa State Bank | $428.2K | 4,235 | 0.07% | 7q | HELD |
| Gerald Baker Financial Group LLC | $373.6K | 3,696 | 0.11% | 3q | -39.9%-$247.9K |
| Lake Hills Wealth Management, LLC | $346.4K | 3,426 | 0.16% | 3q | -3.7%-$13.1K |
| DIVERSIFIED MANAGEMENT INC | $320.5K | 3,170 | 0.06% | 4q | HELD |
| Vann Equity Management LLC | $295.8K | 2,926 | 0.18% | new | NEW |
| KFA Private Wealth Group, LLC | $289.0K | 2,858 | 0.07% | 25q | -28.1%-$112.8K |
| Versant Capital Management, Inc | $283.4K | 2,803 | 0.02% | new | NEW |
| Whitcomb & Hess, Inc. | $267.9K | 2,650 | 0.06% | 16q | +6.9%+$17.3K |
| Factor Wealth Management LTD | $252.0K | 2,492 | 0.04% | 8q | -34.0%-$129.6K |
| LifeGoal Investments, LLC | $247.8K | 2,451 | 0.08% | 8q | -48.2%-$230.3K |
| Baron Financial Group, LLC | $241.6K | 2,390 | 0.12% | 25q | -1.2%-$3.0K |
| S.E.E.D. Planning Group LLC | $233.3K | 2,308 | 0.06% | new | NEW |
| Boltwood Capital Management | $231.0K | 2,285 | 0.05% | 5q | HELD |
| Cooper Financial Group | $214.4K | 2,121 | 0.02% | 5q | -22.0%-$60.5K |
| First Citizens Financial Corp | $204.4K | 2,022 | 0.09% | 5q | -38.1%-$125.6K |
| Pacifica Partners Inc. | $146.9K | 1,450 | 0.04% | 28q | -30.9%-$65.8K |
| Miller Global Investments, LLC | $96.6K | 955 | 0.08% | new | NEW |
| ATWOOD & PALMER INC | $87.0K | 860 | 0.00% | 6q | +0.8% |
| Planning Strategies Inc. | $58.8K | 582 | 0.03% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $45.7K | 452 | 0.00% | 32q | HELD |
| Bank of New Hampshire | $37.6K | 372 | 0.01% | 2q | HELD |
| CX Institutional | $25.6K | 253,468 | 0.69% | 32q | +6.9%+$1.7K |
| BURKETT FINANCIAL SERVICES, LLC | $18.7K | 185 | 0.01% | new | NEW |
Showing the largest 100 of 104 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 103 | $569.9M | 5,642,392 | 6 | 42 | 39 | 0.0% |
| Q2 2026 | 1,654 | $44.2B | 404,414,176 | 98 | 728 | 463 | 0.6% |
| Q1 2026 | 1,630 | $39.5B | 367,997,491 | 101 | 717 | 474 | 1.1% |
| Q4 2025 | 1,635 | $36.8B | 337,964,868 | 101 | 716 | 418 | 1.5% |
| Q3 2025 | 1,544 | $35.7B | 327,096,724 | 104 | 619 | 544 | 2.4% |
| Q2 2025 | 1,545 | $35.7B | 333,520,302 | 132 | 531 | 619 | 2.3% |
| Q1 2025 | 1,508 | $36.1B | 336,358,793 | 100 | 531 | 575 | 1.6% |
| Q4 2024 | 1,532 | $37.4B | 349,222,062 | 98 | 622 | 424 | 0.6% |
| Q3 2024 | 1,400 | $36.6B | 336,040,236 | 102 | 597 | 399 | 0.3% |
| Q2 2024 | 1,349 | $34.6B | 322,870,077 | 79 | 601 | 406 | 0.6% |
| Q1 2024 | 1,378 | $35.5B | 326,391,674 | 94 | 552 | 434 | 1.2% |
| Q4 2023 | 1,380 | $36.2B | 331,615,112 | 154 | 467 | 490 | 0.8% |
| Q3 2023 | 1,228 | $30.2B | 294,293,929 | 88 | 488 | 408 | 0.1% |
| Q2 2023 | 1,221 | $27.5B | 257,806,774 | 70 | 478 | 403 | 0.0% |
| Q1 2023 | 1,212 | $29.5B | 274,267,301 | 88 | 463 | 410 | 0.0% |
| Q4 2022 | 1,211 | $28.1B | 266,069,021 | 135 | 461 | 402 | 0.1% |
| Q3 2022 | 1,135 | $22.3B | 217,214,392 | 87 | 419 | 438 | 0.2% |
| Q2 2022 | 1,158 | $23.6B | 220,905,659 | 114 | 371 | 481 | 0.2% |
| Q1 2022 | 1,163 | $19.1B | 174,065,406 | 79 | 449 | 405 | 0.1% |
| Q4 2021 | 1,176 | $19.8B | 170,588,327 | 90 | 480 | 256 | 0.1% |
| Q3 2021 | 1,018 | $18.0B | 154,443,426 | 52 | 446 | 266 | 0.1% |
| Q2 2021 | 1,018 | $17.4B | 148,638,119 | 66 | 468 | 256 | 0.1% |
| Q1 2021 | 1,001 | $16.0B | 137,913,770 | 65 | 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% |