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 |
|---|---|---|---|---|---|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
89,440
shares
|
$9.52 Million
2.89% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
89,115
shares
|
$9.48 Million
0.4% of portfolio
|
Q2 2025
Added 235.75%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
88,890
shares
|
$9.46 Million
0.69% of portfolio
|
Q2 2025
Added 25.66%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
88,600
shares
|
$9.43 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
87,416
shares
|
$9.3 Million
7.58% of portfolio
|
Q4 2022
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
87,332
shares
|
$9.29 Million
6.51% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
87,147
shares
|
$9.28 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
87,096
shares
|
$9.27 Million
9.45% of portfolio
|
Q2 2025
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
86,701
shares
|
$9.23 Million
1.72% of portfolio
|
Q2 2025
Added 132.91%
|
|
|
Horiko Capital Management LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
86,550
shares
|
$9.21 Million
2.36% of portfolio
|
Q4 2024
Added 33.05%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
86,245
shares
|
$9.18 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
85,886
shares
|
$9.14 Million
0.3% of portfolio
|
Q4 2023
Reduced 46.62%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
85,325
shares
|
$9.08 Million
0.33% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
85,060
shares
|
$9.05 Million
2.28% of portfolio
|
Q2 2025
Added 188.26%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
85,054
shares
|
$9.05 Million
0.13% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
84,638
shares
|
$9.01 Million
1.6% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
83,382
shares
|
$8.87 Million
0.21% of portfolio
|
Q2 2025
Added 81.55%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
82,842
shares
|
$8.82 Million
0.05% of portfolio
|
Q2 2023
Added 332.87%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
82,480
shares
|
$8.78 Million
2.2% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82,343
shares
|
$8.76 Million
0.66% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
80,683
shares
|
$8.59 Million
1.89% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
80,020
shares
|
$8.52 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
79,885
shares
|
$8.5 Million
0.38% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
79,285
shares
|
$8.44 Million
1.49% of portfolio
|
Q2 2025
Reduced 62.05%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
78,475
shares
|
$8.35 Million
0.02% of portfolio
|
Q2 2025
Added 4.3%
|