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 |
|---|---|---|---|---|---|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
11,788
shares
|
$1.25 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
11,710
shares
|
$1.25 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
11,706
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
11,693
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
11,650
shares
|
$1.24 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
11,614
shares
|
$1.24 Million
0.6% of portfolio
|
Q2 2025
Reduced 71.85%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
11,609
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.8%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,605
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
11,575
shares
|
$1.23 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
11,519
shares
|
$1.23 Million
0.79% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
11,510
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 23.63%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,498
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2023
Reduced 17.52%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
11,450
shares
|
$1.22 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
11,414
shares
|
$1.21 Million
0.44% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
11,384
shares
|
$1.21 Million
0.72% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
11,298
shares
|
$1.2 Million
0.18% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,289
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Added 82.73%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
11,275
shares
|
$1.2 Million
0.74% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
11,268
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 53.99%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
11,264
shares
|
$1.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
11,212
shares
|
$1.19 Million
0.64% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
11,171
shares
|
$1.19 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
11,165
shares
|
$1.19 Million
0.5% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
11,157
shares
|
$1.19 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
11,033
shares
|
$1.17 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.76%
|