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 |
|---|---|---|---|---|---|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
17,556
shares
|
$1.87 Million
0.44% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
17,505
shares
|
$1.86 Million
0.86% of portfolio
|
Q4 2023
Added 8.32%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
17,433
shares
|
$1.86 Million
0.52% of portfolio
|
Q2 2025
Added 33.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
17,411
shares
|
$1.85 Million
0.25% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
17,376
shares
|
$1.85 Million
0.45% of portfolio
|
Q2 2025
Reduced 20.79%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
17,318
shares
|
$1.84 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
17,317
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
17,278
shares
|
$1.84 Million
0.62% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
17,246
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2025
Added 45.97%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,144
shares
|
$1.82 Million
0.32% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
17,117
shares
|
$1.82 Million
0.56% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
17,087
shares
|
$1.82 Million
0.55% of portfolio
|
Q2 2025
Reduced 91.74%
|
|
|
Cornerstone Investment Partners, LLC
|
Aug 06, 2025 Q2 2025 |
17,085
shares
|
$1.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
17,046
shares
|
$1.81 Million
1.43% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,008
shares
|
$1.81 Million
0.44% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
16,995
shares
|
$1.81 Million
0.47% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
16,928
shares
|
$1.8 Million
0.92% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
16,812
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
16,654
shares
|
$1.77 Million
0.21% of portfolio
|
Q2 2025
Added 71.2%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
16,601
shares
|
$1.77 Million
0.1% of portfolio
|
Q2 2025
Reduced 32.41%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
16,526
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
16,496
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,488
shares
|
$1.75 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
16,447
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
16,431
shares
|
$1.75 Million
0.22% of portfolio
|
Q2 2025
Added 9.83%
|