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 1,704 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
27,880
shares
|
$2.89 Million
0.6% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
27,480
shares
|
$2.85 Million
1.64% of portfolio
|
Q1 2025
Reduced 23.62%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
27,208
shares
|
$2.82 Million
0.69% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
26,791
shares
|
$2.77 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
26,746
shares
|
$2.77 Million
1.01% of portfolio
|
Q2 2025
Added 72.27%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
26,638
shares
|
$2.76 Million
1.85% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,581
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
26,542
shares
|
$2.75 Million
0.24% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
26,428
shares
|
$2.74 Million
0.59% of portfolio
|
Q1 2024
Added 200.63%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
26,412
shares
|
$2.73 Million
0.12% of portfolio
|
Q4 2024
Added 1023.91%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
26,410
shares
|
$2.73 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
26,388
shares
|
$2.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
26,357
shares
|
$2.73 Million
0.17% of portfolio
|
Q1 2025
Reduced 96.66%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
26,243
shares
|
$2.72 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
26,199
shares
|
$2.71 Million
0.65% of portfolio
|
Q2 2025
Reduced 64.5%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
26,168
shares
|
$2.71 Million
0.7% of portfolio
|
Q2 2025
Added 179.16%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
26,154
shares
|
$2.71 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Safir Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
25,924
shares
|
$2.68 Million
2.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
25,810
shares
|
$2.67 Million
0.76% of portfolio
|
Q2 2025
Added 68.17%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
25,630
shares
|
$2.65 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
25,551
shares
|
$2.65 Million
2.2% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
25,510
shares
|
$2.64 Million
0.32% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
25,489
shares
|
$2.64 Million
0.64% of portfolio
|
Q2 2025
Added 115.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
25,472
shares
|
$2.64 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
25,352
shares
|
$2.62 Million
0.65% of portfolio
|
Q2 2025
Added 0.46%
|