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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
22,404
shares
|
$2.38 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
22,354
shares
|
$2.38 Million
0.42% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
22,208
shares
|
$2.36 Million
0.1% of portfolio
|
Q2 2020
Reduced 21.38%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
22,147
shares
|
$2.36 Million
0.52% of portfolio
|
Q2 2025
Added 826.27%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,140
shares
|
$2.36 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
22,104
shares
|
$2.35 Million
1.02% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
22,000
shares
|
$2.34 Million
0.89% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
21,972
shares
|
$2.34 Million
1.16% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
21,926
shares
|
$2.33 Million
0.34% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,788
shares
|
$2.32 Million
1.68% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
21,776
shares
|
$2.32 Million
1.96% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
21,732
shares
|
$2.31 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
21,691
shares
|
$2.31 Million
0.93% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,552
shares
|
$2.29 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
21,543
shares
|
$2.29 Million
0.24% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,536
shares
|
$2.29 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
21,514
shares
|
$2.29 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
21,409
shares
|
$2.28 Million
1.45% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
21,301
shares
|
$2.27 Million
0.63% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
21,166
shares
|
$2.25 Million
0.46% of portfolio
|
Q2 2025
Reduced 29.58%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
21,135
shares
|
$2.25 Million
1.61% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
21,116
shares
|
$2.25 Million
0.14% of portfolio
|
Q2 2025
Added 38.78%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
21,112
shares
|
$2.25 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
21,087
shares
|
$2.24 Million
2.32% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
20,995
shares
|
$2.23 Million
0.24% of portfolio
|
Q2 2025
Added 3.72%
|