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Security record · archived quarter

MUB

iShares National Muni Bond ETF · Financial Services · Asset Management - Bonds

105.44 -0.1% mkt cap $45.92B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
6Tracked holders
-1Δ holders
9.97MShares held
$1.05BReported value
+0New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -14.3% · share flow +29.7% · net new positions -16.7%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 82 +2 251.95M $27.11B +5 −3
Q1 2026 81 -5 242.13M $25.70B +2 −7
Q4 2025 86 -1 225.67M $24.17B +1 −2
Q3 2025 14 +1 55.17M $5.87B +1
Q2 2025 10 +1 28.35M $2.96B +1
Q1 2025 6 -1 9.97M $1.05B −1
Q4 2024 7 0 7.69M $818.85M
Q3 2024 7 +1 6.03M $654.94M +1
Q2 2024 6 5.31M $566.22M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fisher Asset Management 6.24M +8.5% $657.50M 0.3% ▲ Add 4 SEC ↗
2 D. E. Shaw & Co. 3.20M +135.6% $337.05M 0.4% ▲ Add 3 SEC ↗
3 Renaissance Technologies 264.20K +172.3% $27.86M 0.0% ▲ Add 4 SEC ↗
4 Soros Fund Management 241.40K 0.0% $25.45M 0.6% Held 4 SEC ↗
5 Millennium Management 17.80K +645.6% $1.88M 0.0% ▲ Add 4 SEC ↗
6 AQR Capital Management 13.29K +21.2% $1.40M 0.0% ▲ Add 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Citadel Advisors $24.61M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,607 holders, 350.22M shares, $34.62B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API