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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
77,500
shares
|
$8.25 Million
0.48% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
76,960
shares
|
$8.19 Million
2.67% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
76,339
shares
|
$8.12 Million
0.78% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
75,914
shares
|
$8.08 Million
3.72% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
75,595
shares
|
$8.05 Million
0.01% of portfolio
|
Q2 2025
Added 99.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
74,868
shares
|
$7.97 Million
1.09% of portfolio
|
Q2 2025
Added 193.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
74,837
shares
|
$7.96 Million
0.15% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
74,602
shares
|
$7.94 Million
5.01% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
74,172
shares
|
$7.89 Million
0.14% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
73,831
shares
|
$7.86 Million
0.63% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
73,829
shares
|
$7.86 Million
0.73% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
73,490
shares
|
$7.82 Million
1.48% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
73,334
shares
|
$7.8 Million
2.08% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
73,060
shares
|
$7.78 Million
0.39% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
72,532
shares
|
$7.72 Million
0.34% of portfolio
|
Q2 2025
Reduced 59.1%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
72,213
shares
|
$7.69 Million
0.28% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
72,167
shares
|
$7.68 Million
0.36% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
72,151
shares
|
$7.68 Million
2.66% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
71,982
shares
|
$7.66 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
71,792
shares
|
$7.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 80.47%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
71,699
shares
|
$7.63 Million
1.66% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
71,666
shares
|
$7.63 Million
2.06% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
71,351
shares
|
$7.59 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
71,302
shares
|
$7.59 Million
0.29% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
71,106
shares
|
$7.57 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.71%
|