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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
38,183
shares
|
$4.06 Million
0.56% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
37,985
shares
|
$4.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
37,917
shares
|
$4.04 Million
0.31% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
37,842
shares
|
$4.03 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
37,825
shares
|
$4.03 Million
0.08% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
37,792
shares
|
$4.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
37,414
shares
|
$3.98 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
37,262
shares
|
$3.97 Million
0.15% of portfolio
|
Q2 2025
Added 41.21%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
36,922
shares
|
$3.93 Million
3.04% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
36,780
shares
|
$3.91 Million
0.18% of portfolio
|
Q2 2025
Added 32.55%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
36,735
shares
|
$3.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
36,617
shares
|
$3.9 Million
1.76% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
36,566
shares
|
$3.89 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
36,101
shares
|
$3.84 Million
0.21% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
35,872
shares
|
$3.82 Million
0.05% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
35,870
shares
|
$3.82 Million
0.34% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
35,410
shares
|
$3.77 Million
0.44% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
35,077
shares
|
$3.73 Million
0.81% of portfolio
|
Q2 2025
Added 144.71%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
34,917
shares
|
$3.72 Million
1.16% of portfolio
|
Q2 2025
Reduced 49.99%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
34,673
shares
|
$3.69 Million
1.18% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
34,596
shares
|
$3.68 Million
1.67% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
34,381
shares
|
$3.66 Million
0.35% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
34,324
shares
|
$3.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 82.02%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
34,247
shares
|
$3.64 Million
0.43% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
34,218
shares
|
$3.64 Million
0.08% of portfolio
|
Q2 2025
Added 1.08%
|