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 |
|---|---|---|---|---|---|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
42,866
shares
|
$4.56 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.65%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
42,602
shares
|
$4.53 Million
0.19% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
42,433
shares
|
$4.52 Million
0.53% of portfolio
|
Q2 2025
Reduced 46.29%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
42,033
shares
|
$4.47 Million
0.1% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
41,851
shares
|
$4.45 Million
0.46% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
41,802
shares
|
$4.45 Million
0.05% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
41,626
shares
|
$4.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 46.84%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
41,554
shares
|
$4.42 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
41,456
shares
|
$4.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
40,702
shares
|
$4.33 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
40,579
shares
|
$4.32 Million
0.98% of portfolio
|
Q2 2025
Reduced 40.28%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,550
shares
|
$4.32 Million
0.77% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
40,321
shares
|
$4.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
39,969
shares
|
$4.25 Million
3.48% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,725
shares
|
$4.23 Million
2.06% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
39,643
shares
|
$4.22 Million
0.61% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
39,606
shares
|
$4.22 Million
0.49% of portfolio
|
Q4 2022
Added 221.97%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
39,569
shares
|
$4.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 20.7%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
39,567
shares
|
$4.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
39,144
shares
|
$4.17 Million
0.34% of portfolio
|
Q2 2025
Added 28.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
39,062
shares
|
$4.16 Million
0.13% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
38,689
shares
|
$4.12 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
38,629
shares
|
$4.11 Million
1.25% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,346
shares
|
$4.08 Million
0.32% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
38,184
shares
|
$4.06 Million
0.01% of portfolio
|
Q2 2025
Added 11.56%
|