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 1,695 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,662
shares
|
$5.49 Million
0.45% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,794
shares
|
$5.4 Million
0.43% of portfolio
|
Q4 2023
Added 58.37%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
51,637
shares
|
$5.39 Million
0.48% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
51,375
shares
|
$5.36 Million
4.25% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
50,634
shares
|
$5.28 Million
4.32% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
50,576
shares
|
$5.27 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
49,897
shares
|
$5.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
49,891
shares
|
$5.2 Million
2.1% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
49,700
shares
|
$5.18 Million
2.13% of portfolio
|
Q2 2025
Added 377.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
49,687
shares
|
$5.18 Million
0.38% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
49,669
shares
|
$5.18 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
48,393
shares
|
$5.05 Million
0.02% of portfolio
|
Q1 2025
Added 854.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
48,220
shares
|
$5.03 Million
0.14% of portfolio
|
Q1 2025
Reduced 39.78%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
48,036
shares
|
$5.01 Million
1.13% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
47,895
shares
|
$4.99 Million
1.91% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
47,780
shares
|
$4.98 Million
0.12% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
47,761
shares
|
$4.98 Million
2.56% of portfolio
|
Q2 2025
Added 43.39%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
47,646
shares
|
$4.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
47,502
shares
|
$4.95 Million
0.78% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
47,466
shares
|
$4.95 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,204
shares
|
$4.92 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
46,619
shares
|
$4.86 Million
2.54% of portfolio
|
Q4 2024
Added 31.17%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
46,395
shares
|
$4.84 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
45,659
shares
|
$4.76 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
45,635
shares
|
$4.76 Million
4.17% of portfolio
|
Q2 2025
Reduced 7.21%
|