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 |
|---|---|---|---|---|---|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
21,776
shares
|
$2.25 Million
1.96% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,552
shares
|
$2.23 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,536
shares
|
$2.23 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
21,492
shares
|
$2.23 Million
1.09% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,477
shares
|
$2.22 Million
0.13% of portfolio
|
Q1 2025
Reduced 51.59%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
21,409
shares
|
$2.22 Million
1.45% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,298
shares
|
$2.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
21,166
shares
|
$2.19 Million
0.46% of portfolio
|
Q2 2025
Reduced 29.58%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
21,135
shares
|
$2.19 Million
1.61% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
21,116
shares
|
$2.19 Million
0.14% of portfolio
|
Q2 2025
Added 38.78%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
21,087
shares
|
$2.18 Million
2.32% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
20,989
shares
|
$2.17 Million
0.32% of portfolio
|
Q1 2025
Reduced 33.87%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
20,987
shares
|
$2.17 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
20,889
shares
|
$2.16 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
20,796
shares
|
$2.15 Million
0.62% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
20,670
shares
|
$2.14 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
20,639
shares
|
$2.14 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
20,593
shares
|
$2.13 Million
0.73% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
20,584
shares
|
$2.13 Million
0.14% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
20,554
shares
|
$2.13 Million
0.19% of portfolio
|
Q2 2022
Added 4.34%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
20,513
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
20,490
shares
|
$2.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
20,446
shares
|
$2.12 Million
0.19% of portfolio
|
Q4 2023
Added 149.68%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
20,440
shares
|
$2.12 Million
0.6% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
20,429
shares
|
$2.12 Million
0.27% of portfolio
|
Q1 2025
Reduced 23.64%
|