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Security record · archived quarter

MUB

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

105.58 +0.2% mkt cap $45.98B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
82Tracked holders
+2Δ holders
251.95MShares held
$27.11BReported value
+5New positions
−3Exits
Rising Conviction score 59/100 8 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.5% · share flow +4.4% · net new positions +2.4%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 44.70M +6.1% $4.81B 0.3% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 44.70M +6.1% $4.81B 0.3% ▲ Add 3 SEC ↗
3 Bank Of America Corp /De/ 44.70M +6.1% $4.81B 0.3% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 44.70M +6.1% $4.81B 0.3% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 44.70M +6.1% $4.81B 0.3% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 44.70M +6.1% $4.81B 0.3% ▲ Add 3 SEC ↗
7 Fidelity (FMR) 22.79M +3.9% $2.45B 0.1% ▲ Add 5 SEC ↗
8 Fidelity (FMR) 22.79M +3.9% $2.45B 0.1% ▲ Add 5 SEC ↗
9 Envestnet Asset Management Inc 17.59M +5.3% $1.89B 0.4% ▲ Add 3 SEC ↗
10 Creative Planning 14.80M +3.0% $1.59B 0.9% ▲ Add 3 SEC ↗
11 Creative Planning 14.80M +3.0% $1.59B 0.9% ▲ Add 3 SEC ↗
12 LPL Financial LLC 12.76M +8.5% $1.37B 0.3% ▲ Add 3 SEC ↗
13 Fisher Asset Management 12.65M +9.1% $1.36B 0.4% ▲ Add 9 SEC ↗
14 Wells Fargo & Company/Mn 10.38M +3.7% $1.12B 0.2% ▲ Add 3 SEC ↗
15 Wells Fargo & Company/Mn 10.38M +3.7% $1.12B 0.2% ▲ Add 3 SEC ↗
16 Wells Fargo & Company/Mn 10.38M +3.7% $1.12B 0.2% ▲ Add 3 SEC ↗
17 Wells Fargo & Company/Mn 10.38M +3.7% $1.12B 0.2% ▲ Add 3 SEC ↗
18 Wells Fargo & Company/Mn 10.38M +3.7% $1.12B 0.2% ▲ Add 3 SEC ↗
19 Wells Fargo & Company/Mn 10.38M +3.7% $1.12B 0.2% ▲ Add 3 SEC ↗
20 Mercer Global Advisors Inc /Adv 10.36M +10.7% $1.12B 1.4% ▲ Add 3 SEC ↗
21 Northwestern Mutual Wealth… 9.35M +5.1% $1.01B 0.5% ▲ Add 3 SEC ↗
22 UBS Group AG 8.23M +7.9% $885.41M 0.1% ▲ Add 3 SEC ↗
23 UBS Group AG 8.23M +7.9% $885.41M 0.1% ▲ Add 3 SEC ↗
24 Morgan Stanley 7.87M -14.6% $846.43M 0.0% ▼ Trim 4 SEC ↗
25 Morgan Stanley 7.87M -14.6% $846.43M 0.0% ▼ Trim 4 SEC ↗
26 Morgan Stanley 7.87M -14.6% $846.43M 0.0% ▼ Trim 4 SEC ↗
27 Morgan Stanley 7.87M -14.6% $846.43M 0.0% ▼ Trim 4 SEC ↗
28 Bank of New York Mellon Corp 7.51M +2.9% $808.67M 0.1% ▲ Add 3 SEC ↗
29 Bank of New York Mellon Corp 7.51M +2.9% $808.67M 0.1% ▲ Add 3 SEC ↗
30 Bank of New York Mellon Corp 7.51M +2.9% $808.67M 0.1% ▲ Add 3 SEC ↗
31 Bank of New York Mellon Corp 7.51M +2.9% $808.67M 0.1% ▲ Add 3 SEC ↗
32 Bank of New York Mellon Corp 7.51M +2.9% $808.67M 0.1% ▲ Add 3 SEC ↗
33 Bank of New York Mellon Corp 7.51M +2.9% $808.67M 0.1% ▲ Add 3 SEC ↗
34 Bank of New York Mellon Corp 7.51M +2.9% $808.67M 0.1% ▲ Add 3 SEC ↗
35 Bank of New York Mellon Corp 7.51M +2.9% $808.67M 0.1% ▲ Add 3 SEC ↗
36 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
37 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
38 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
39 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
40 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
41 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
42 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
43 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
44 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
45 Pnc Financial Services Group, Inc. 7.26M +1.0% $780.99M 0.4% ▲ Add 3 SEC ↗
46 Us Bancorp \De\ 5.35M +2.3% $576.13M 0.6% ▲ Add 3 SEC ↗
47 Us Bancorp \De\ 5.35M +2.3% $576.13M 0.6% ▲ Add 3 SEC ↗
48 Us Bancorp \De\ 5.35M +2.3% $576.13M 0.6% ▲ Add 3 SEC ↗
49 Sei Investments Co 5.07M -4.0% $545.14M 0.5% ▼ Trim 3 SEC ↗
50 Wealthfront Advisers LLC 4.55M +2.5% $489.92M 0.9% ▲ Add 3 SEC ↗
51 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
52 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
53 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
54 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
55 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
56 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
57 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
58 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
59 JPMorgan Chase 4.48M -4.9% $482.45M 0.0% ▼ Trim 4 SEC ↗
60 Cetera Investment Advisers 3.58M +11.6% $385.49M 0.4% ▲ Add 3 SEC ↗
61 Assetmark, Inc 3.35M +4.9% $360.81M 0.6% ▲ Add 3 SEC ↗
62 Jones Financial Companies Lllp 3.18M +7.5% $341.83M 0.1% ▲ Add 3 SEC ↗
63 Jones Financial Companies Lllp 3.18M +7.5% $341.83M 0.1% ▲ Add 3 SEC ↗
64 Commonwealth Equity Services, Llc 2.81M -0.5% $302.23M 0.4% ▼ Trim 3 SEC ↗
65 Goldman Sachs Group 2.58M +22.1% $277.69M 0.0% ▲ Add 4 SEC ↗
66 Goldman Sachs Group 2.58M +22.1% $277.69M 0.0% ▲ Add 4 SEC ↗
67 Goldman Sachs Group 2.58M +22.1% $277.69M 0.0% ▲ Add 4 SEC ↗
68 Goldman Sachs Group 2.58M +22.1% $277.69M 0.0% ▲ Add 4 SEC ↗
69 Mml Investors Services, Llc 2.39M +22.8% $257.41M 0.5% ▲ Add 3 SEC ↗
70 Raymond James Financial Inc 2.27M -0.5% $244.29M 0.1% ▼ Trim 3 SEC ↗
71 Raymond James Financial Inc 2.27M -0.5% $244.29M 0.1% ▼ Trim 3 SEC ↗
72 Raymond James Financial Inc 2.27M -0.5% $244.29M 0.1% ▼ Trim 3 SEC ↗
73 Mariner, LLC 2.10M -0.6% $225.58M 0.2% ▼ Trim 3 SEC ↗
74 Mariner, LLC 2.10M -0.6% $225.58M 0.2% ▼ Trim 3 SEC ↗
75 Mariner, LLC 2.10M -0.6% $225.58M 0.2% ▼ Trim 3 SEC ↗
76 Ameriprise Financial Inc 1.82M +8.8% $196.22M 0.0% ▲ Add 3 SEC ↗
77 Ameriprise Financial Inc 1.82M +8.8% $196.22M 0.0% ▲ Add 3 SEC ↗
78 Ameriprise Financial Inc 1.82M +8.8% $196.22M 0.0% ▲ Add 3 SEC ↗
79 Ameriprise Financial Inc 1.82M +8.8% $196.22M 0.0% ▲ Add 3 SEC ↗
80 HighTower Advisors, LLC 1.69M -2.8% $181.78M 0.2% ▼ Trim 3 SEC ↗
81 Captrust Financial Advisors 1.37M +7.4% $147.03M 0.2% ▲ Add 3 SEC ↗
82 Citigroup Inc 1.32M +1.9% $142.45M 0.1% ▲ Add 3 SEC ↗
83 Citigroup Inc 1.32M +1.9% $142.45M 0.1% ▲ Add 3 SEC ↗
84 BlackRock (passive) 1.12M +71.4% $120.00M 0.0% ▲ Add 5 SEC ↗
85 BlackRock (passive) 1.12M +71.4% $120.00M 0.0% ▲ Add 5 SEC ↗
86 BlackRock (passive) 1.12M +71.4% $120.00M 0.0% ▲ Add 5 SEC ↗
87 BlackRock (passive) 1.12M +71.4% $120.00M 0.0% ▲ Add 5 SEC ↗
88 BlackRock (passive) 1.12M +71.4% $120.00M 0.0% ▲ Add 5 SEC ↗
89 Osaic Holdings, Inc. 1.11M +20.0% $119.79M 0.1% ▲ Add 3 SEC ↗
90 Osaic Holdings, Inc. 1.11M +20.0% $119.79M 0.1% ▲ Add 3 SEC ↗
91 Osaic Holdings, Inc. 1.11M +20.0% $119.79M 0.1% ▲ Add 3 SEC ↗
92 Osaic Holdings, Inc. 1.11M +20.0% $119.79M 0.1% ▲ Add 3 SEC ↗
93 Royal Bank Of Canada 1.10M -12.3% $118.80M 0.0% ▼ Trim 3 SEC ↗
94 Royal Bank Of Canada 1.10M -12.3% $118.80M 0.0% ▼ Trim 3 SEC ↗
95 Royal Bank Of Canada 1.10M -12.3% $118.80M 0.0% ▼ Trim 3 SEC ↗
96 Royal Bank Of Canada 1.10M -12.3% $118.80M 0.0% ▼ Trim 3 SEC ↗
97 Royal Bank Of Canada 1.10M -12.3% $118.80M 0.0% ▼ Trim 3 SEC ↗
98 Royal Bank Of Canada 1.10M -12.3% $118.80M 0.0% ▼ Trim 3 SEC ↗
99 Royal Bank Of Canada 1.10M -12.3% $118.80M 0.0% ▼ Trim 3 SEC ↗
100 Cerity Partners LLC 1.10M +2.9% $118.51M 0.1% ▲ Add 3 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

Allspring Global Investments… $4.02M was 0.0%
Simplex Trading, Llc $2.94M was 0.1%
Tudor Investment Corp Et Al $1.13M 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: Q2 2026 · Methodology · Get this via the API