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 1,699 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
20,195
shares
|
$2.09 Million
0.49% of portfolio
|
Q3 2024
Added 56.88%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
20,023
shares
|
$2.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
20,006
shares
|
$2.07 Million
0.73% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,000
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2022
Reduced 3.5%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
19,980
shares
|
$2.07 Million
0.41% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
19,926
shares
|
$2.06 Million
1.08% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
19,882
shares
|
$2.06 Million
0.12% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
19,875
shares
|
$2.06 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
19,864
shares
|
$2.06 Million
0.02% of portfolio
|
Q1 2025
Added 567.02%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
19,846
shares
|
$2.05 Million
0.62% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
19,802
shares
|
$2.05 Million
0.28% of portfolio
|
Q2 2025
Reduced 30.61%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
19,740
shares
|
$2.04 Million
0.2% of portfolio
|
Q2 2025
Added 22.76%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
19,440
shares
|
$2.01 Million
0.47% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
19,429
shares
|
$2.01 Million
2.22% of portfolio
|
Q2 2022
Reduced 35.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
19,416
shares
|
$2.01 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,412
shares
|
$2.01 Million
0.16% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
19,363
shares
|
$2 Million
0.16% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
19,354
shares
|
$2 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,333
shares
|
$2 Million
0.48% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
19,235
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
19,223
shares
|
$1.99 Million
0.89% of portfolio
|
Q1 2025
Reduced 37.47%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,129
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
19,066
shares
|
$1.97 Million
0.84% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
19,025
shares
|
$1.97 Million
1.06% of portfolio
|
Q4 2022
Added 64.62%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
18,842
shares
|
$1.95 Million
0.68% of portfolio
|
Q1 2025
Added 3.26%
|