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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
829,150
shares
|
$88.2 Million
3.61% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
817,151
shares
|
$87 Million
0.11% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
782,433
shares
|
$83.3 Million
0.08% of portfolio
|
Q2 2025
Added 22.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
761,845
shares
|
$81.1 Million
0.14% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
697,556
shares
|
$74.2 Million
1.23% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
688,042
shares
|
$73.2 Million
0.68% of portfolio
|
Q2 2025
Added 200.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
683,775
shares
|
$72.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
672,990
shares
|
$71.6 Million
0.17% of portfolio
|
Q2 2025
Added 36.88%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
658,127
shares
|
$70 Million
5.09% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
651,570
shares
|
$69.3 Million
9.45% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
647,797
shares
|
$68.9 Million
1.53% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
647,233
shares
|
$68.9 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
622,460
shares
|
$66.2 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
607,800
shares
|
$64.7 Million
0.17% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
603,763
shares
|
$64.3 Million
1.94% of portfolio
|
Q4 2022
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
581,118
shares
|
$61.8 Million
4.19% of portfolio
|
Q2 2025
Added 168.28%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
579,963
shares
|
$61.7 Million
0.12% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
570,300
shares
|
$60.7 Million
0.08% of portfolio
|
Q2 2025
Added 115.86%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
568,806
shares
|
$60.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
566,331
shares
|
$60.3 Million
0.64% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
563,950
shares
|
$60 Million
0.8% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
562,126
shares
|
$59.8 Million
0.98% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
558,968
shares
|
$59.5 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
544,110
shares
|
$57.9 Million
0.09% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
537,214
shares
|
$57.2 Million
0.01% of portfolio
|
Q2 2025
Added 54.61%
|