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 |
|---|---|---|---|---|---|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
42,010
shares
|
$4.38 Million
4.02% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
41,851
shares
|
$4.36 Million
0.46% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
41,692
shares
|
$4.35 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
41,501
shares
|
$4.33 Million
2.97% of portfolio
|
Q1 2025
Added 65.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
41,456
shares
|
$4.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
41,251
shares
|
$4.3 Million
2.3% of portfolio
|
Q1 2025
Added 61.01%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
41,059
shares
|
$4.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
40,579
shares
|
$4.23 Million
0.98% of portfolio
|
Q2 2025
Reduced 40.28%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,550
shares
|
$4.23 Million
0.77% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
40,349
shares
|
$4.21 Million
0.4% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,725
shares
|
$4.14 Million
2.06% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
39,643
shares
|
$4.13 Million
0.61% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
39,613
shares
|
$4.13 Million
0.53% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
39,606
shares
|
$4.13 Million
0.49% of portfolio
|
Q4 2022
Added 221.97%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
39,249
shares
|
$4.09 Million
0.1% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
39,171
shares
|
$4.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
39,054
shares
|
$4.07 Million
0.13% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
38,689
shares
|
$4.03 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
38,673
shares
|
$4.03 Million
3.76% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
38,645
shares
|
$4.03 Million
0.7% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
38,632
shares
|
$4.03 Million
1.57% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
38,432
shares
|
$4.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,346
shares
|
$4 Million
0.32% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
38,192
shares
|
$3.98 Million
0.72% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
38,141
shares
|
$3.98 Million
0.53% of portfolio
|
Q1 2025
Added 5.84%
|