Institutional Ownership Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB). We have compiled data on the 1,738 institutions that hold shares in the stock, with a total of 321 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
102,254
shares
|
$10.9 Million
0.73% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
101,806
shares
|
$10.8 Million
1.91% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
100,548
shares
|
$10.7 Million
0.45% of portfolio
|
Q3 2023
Added 4.65%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
100,168
shares
|
$10.7 Million
0.46% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
99,339
shares
|
$10.6 Million
0.16% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
98,993
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
98,799
shares
|
$10.5 Million
0.68% of portfolio
|
Q4 2022
Reduced 35.1%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
97,361
shares
|
$10.4 Million
4.33% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
97,261
shares
|
$10.4 Million
1.83% of portfolio
|
Q2 2025
Added 38.6%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
97,160
shares
|
$10.3 Million
5.41% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
97,061
shares
|
$10.3 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
96,766
shares
|
$10.3 Million
3.07% of portfolio
|
Q2 2025
Reduced 43.49%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
96,642
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
96,378
shares
|
$10.3 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
95,751
shares
|
$10.2 Million
0.87% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
95,558
shares
|
$10.2 Million
1.37% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
94,979
shares
|
$10.1 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
94,613
shares
|
$10.1 Million
2.83% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
94,419
shares
|
$10 Million
4.24% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
94,031
shares
|
$10 Million
1.17% of portfolio
|
Q2 2025
Added 161.64%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
93,593
shares
|
$9.96 Million
4.59% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
92,157
shares
|
$9.81 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
91,974
shares
|
$9.79 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
91,853
shares
|
$9.78 Million
1.05% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
91,002
shares
|
$9.69 Million
1.54% of portfolio
|
Q2 2025
Reduced 17.95%
|