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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,123
shares
|
$2.99 Million
0.21% of portfolio
|
Q2 2022
Added 3.95%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
28,070
shares
|
$2.99 Million
1.35% of portfolio
|
Q2 2025
Added 35.04%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
28,063
shares
|
$2.99 Million
1.8% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
28,019
shares
|
$2.98 Million
0.26% of portfolio
|
Q2 2025
Reduced 82.34%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
27,877
shares
|
$2.97 Million
0.46% of portfolio
|
Q2 2025
Reduced 57.35%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
27,575
shares
|
$2.93 Million
0.34% of portfolio
|
Q2 2025
Added 34.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
27,405
shares
|
$2.92 Million
0.12% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
27,331
shares
|
$2.91 Million
0.67% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
27,208
shares
|
$2.9 Million
0.69% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
26,871
shares
|
$2.86 Million
0.47% of portfolio
|
Q2 2025
Reduced 63.47%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
26,746
shares
|
$2.85 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
|
$2.84 Million
1.85% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
26,514
shares
|
$2.82 Million
0.3% of portfolio
|
Q2 2025
Added 33.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,501
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
26,487
shares
|
$2.82 Million
0.44% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
26,428
shares
|
$2.81 Million
0.59% of portfolio
|
Q1 2024
Added 200.63%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
26,424
shares
|
$2.81 Million
0.1% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
26,243
shares
|
$2.79 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
26,235
shares
|
$2.79 Million
0.17% of portfolio
|
Q2 2025
Added 83.09%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
26,199
shares
|
$2.79 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
|
$2.79 Million
0.7% of portfolio
|
Q2 2025
Added 179.16%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
25,932
shares
|
$2.76 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Safir Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
25,924
shares
|
$2.76 Million
2.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
25,915
shares
|
$2.76 Million
2.48% of portfolio
|
Q2 2025
Added 904.85%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
25,810
shares
|
$2.75 Million
0.76% of portfolio
|
Q2 2025
Added 68.17%
|