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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
51,310
shares
|
$5.46 Million
0.79% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
51,272
shares
|
$5.46 Million
0.08% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
50,636
shares
|
$5.39 Million
1.72% of portfolio
|
Q2 2025
Added 38.43%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
50,629
shares
|
$5.39 Million
0.25% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
50,588
shares
|
$5.38 Million
2.47% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
50,435
shares
|
$5.37 Million
0.93% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
49,700
shares
|
$5.29 Million
2.13% of portfolio
|
Q2 2025
Added 377.88%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
49,501
shares
|
$5.27 Million
1.06% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
49,106
shares
|
$5.23 Million
3.44% of portfolio
|
Q2 2025
Added 60.02%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
49,077
shares
|
$5.22 Million
1.26% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
49,050
shares
|
$5.22 Million
2.83% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
48,853
shares
|
$5.2 Million
1.77% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
48,694
shares
|
$5.18 Million
0.07% of portfolio
|
Q2 2025
Reduced 35.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
48,371
shares
|
$5.15 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
48,064
shares
|
$5.12 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
48,008
shares
|
$5.11 Million
1.71% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
47,761
shares
|
$5.08 Million
2.56% of portfolio
|
Q2 2025
Added 43.39%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
47,643
shares
|
$5.07 Million
1.92% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
47,466
shares
|
$5.05 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
47,217
shares
|
$5.03 Million
4.06% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,204
shares
|
$5.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
47,061
shares
|
$5.01 Million
0.77% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
46,851
shares
|
$4.99 Million
0.74% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
46,700
shares
|
$4.97 Million
0.67% of portfolio
|
Q2 2025
Added 244.52%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
46,619
shares
|
$4.96 Million
2.54% of portfolio
|
Q4 2024
Added 31.17%
|