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 1,766 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $32.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
26,428
shares
|
$2.83 Million
0.59% of portfolio
|
Q1 2024
Added 200.63%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
26,276
shares
|
$2.81 Million
0.66% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
26,258
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.48%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
26,247
shares
|
$2.81 Million
0.13% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
26,178
shares
|
$2.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
26,073
shares
|
$2.79 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
25,890
shares
|
$2.77 Million
0.19% of portfolio
|
Q3 2025
Added 33.37%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
25,823
shares
|
$2.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 59.64%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
25,782
shares
|
$2.76 Million
0.7% of portfolio
|
Q3 2025
Reduced 64.84%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
25,761
shares
|
$2.76 Million
0.43% of portfolio
|
Q3 2025
Reduced 73.46%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
25,715
shares
|
$2.75 Million
0.36% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
25,665
shares
|
$2.75 Million
0.66% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
25,630
shares
|
$2.74 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
25,596
shares
|
$2.74 Million
0.16% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
25,589
shares
|
$2.74 Million
0.25% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
25,510
shares
|
$2.73 Million
0.32% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,304
shares
|
$2.71 Million
0.11% of portfolio
|
Q3 2023
Reduced 77.01%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
25,293
shares
|
$2.71 Million
0.24% of portfolio
|
Q3 2025
Added 22.95%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
25,279
shares
|
$2.7 Million
0.13% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
25,255
shares
|
$2.7 Million
0.57% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
25,209
shares
|
$2.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
25,080
shares
|
$2.68 Million
1.17% of portfolio
|
Q2 2025
Reduced 32.9%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
25,040
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2025
Added 343.58%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
24,857
shares
|
$2.66 Million
1.05% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
24,707
shares
|
$2.64 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.32%
|
|