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 |
|---|---|---|---|---|---|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
55,821
shares
|
$5.94 Million
4.03% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
55,675
shares
|
$5.93 Million
0.35% of portfolio
|
Q2 2025
Added 373.83%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
55,502
shares
|
$5.91 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
55,400
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Added 16506.48%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
55,360
shares
|
$5.89 Million
0.11% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
55,332
shares
|
$5.89 Million
5.05% of portfolio
|
Q2 2025
Reduced 59.26%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
55,234
shares
|
$5.88 Million
4.16% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
55,057
shares
|
$5.86 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
54,986
shares
|
$5.85 Million
0.44% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
54,430
shares
|
$5.79 Million
1.81% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
54,428
shares
|
$5.79 Million
0.1% of portfolio
|
Q2 2025
Added 40.48%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
53,939
shares
|
$5.74 Million
0.33% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
53,930
shares
|
$5.74 Million
2.13% of portfolio
|
Q2 2025
Added 67.07%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
53,922
shares
|
$5.74 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
53,914
shares
|
$5.74 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
53,703
shares
|
$5.72 Million
1.79% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
53,584
shares
|
$5.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
53,527
shares
|
$5.7 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
53,184
shares
|
$5.66 Million
0.26% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,662
shares
|
$5.6 Million
0.45% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
52,099
shares
|
$5.54 Million
3.9% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
51,799
shares
|
$5.51 Million
0.4% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,794
shares
|
$5.51 Million
0.43% of portfolio
|
Q4 2023
Added 58.37%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
51,637
shares
|
$5.5 Million
0.48% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
51,375
shares
|
$5.47 Million
4.25% of portfolio
|
Q2 2025
Reduced 17.45%
|