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 |
|---|---|---|---|---|---|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
12,551
shares
|
$1.34 Million
0.49% of portfolio
|
Q4 2023
Added 120.93%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
12,472
shares
|
$1.33 Million
0.77% of portfolio
|
Q2 2025
Reduced 20.42%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
12,469
shares
|
$1.33 Million
0.33% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
12,402
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
12,400
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
12,378
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
12,331
shares
|
$1.31 Million
0.9% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
12,318
shares
|
$1.31 Million
0.41% of portfolio
|
Q2 2025
Added 213.12%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
12,282
shares
|
$1.31 Million
1.03% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
12,270
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
12,257
shares
|
$1.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
12,249
shares
|
$1.3 Million
0.64% of portfolio
|
Q2 2025
Added 49.6%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,219
shares
|
$1.3 Million
0.45% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,183
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,124
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
12,101
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 38.63%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
12,092
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
12,038
shares
|
$1.28 Million
0.17% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
11,976
shares
|
$1.27 Million
1.42% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
11,940
shares
|
$1.27 Million
0.87% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
11,919
shares
|
$1.27 Million
0.11% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
11,910
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,893
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
11,884
shares
|
$1.26 Million
0.67% of portfolio
|
Q2 2025
Added 20.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
11,812
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 6.82%
|