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 1,699 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 $33.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
31,423
shares
|
$3.25 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
31,340
shares
|
$3.24 Million
0.77% of portfolio
|
Q2 2025
Added 18.31%
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
31,287
shares
|
$3.24 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
30,870
shares
|
$3.2 Million
0.06% of portfolio
|
Q1 2025
Added 19.12%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
30,832
shares
|
$3.19 Million
0.04% of portfolio
|
Q1 2025
Added 828.67%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
30,597
shares
|
$3.17 Million
0.1% of portfolio
|
Q2 2025
Added 2.25%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
30,521
shares
|
$3.16 Million
0.29% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
30,515
shares
|
$3.16 Million
1.3% of portfolio
|
Q4 2023
Added 60.55%
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
30,213
shares
|
$3.13 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
30,193
shares
|
$3.13 Million
1.39% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,058
shares
|
$3.11 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
29,963
shares
|
$3.1 Million
0.38% of portfolio
|
Q3 2024
Added 11.18%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
29,777
shares
|
$3.08 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
29,671
shares
|
$3.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
29,577
shares
|
$3.06 Million
1.25% of portfolio
|
Q2 2025
Reduced 48.91%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
29,508
shares
|
$3.05 Million
0.91% of portfolio
|
Q1 2025
Added 40.2%
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
29,505
shares
|
$3.05 Million
0.24% of portfolio
|
Q1 2025
Reduced 29.87%
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
29,413
shares
|
$3.05 Million
0.02% of portfolio
|
Q1 2025
Added 5.76%
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
29,166
shares
|
$3.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
29,102
shares
|
$3.01 Million
2.13% of portfolio
|
Q1 2025
Added 35.83%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,943
shares
|
$3 Million
0.47% of portfolio
|
Q2 2023
Added 6.62%
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
28,899
shares
|
$2.99 Million
1.12% of portfolio
|
Q3 2024
Reduced 41.94%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,774
shares
|
$2.98 Million
0.06% of portfolio
|
Q2 2025
Added 22.01%
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
28,517
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,123
shares
|
$2.91 Million
0.21% of portfolio
|
Q2 2022
Added 3.95%
|