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 1,762 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $32.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
11,413
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2025
Added 53.42%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
11,412
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,412
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2025
Added 86.44%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
11,401
shares
|
$1.22 Million
0.26% of portfolio
|
Q3 2025
Added 89.13%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
11,380
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
11,275
shares
|
$1.21 Million
0.71% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,263
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Added 210.53%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,248
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,235
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2025
Added 119.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,148
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
11,117
shares
|
$1.19 Million
0.32% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
11,101
shares
|
$1.19 Million
0.57% of portfolio
|
Q3 2025
Reduced 26.45%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
11,078
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
11,040
shares
|
$1.18 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
11,039
shares
|
$1.18 Million
1.16% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
11,009
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
11,009
shares
|
$1.18 Million
0.74% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
11,002
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
10,967
shares
|
$1.17 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
10,781
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
10,781
shares
|
$1.15 Million
1.12% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,743
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Added 32.88%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
10,736
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
10,720
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2025
Added 47.68%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,706
shares
|
$1.15 Million
0.58% of portfolio
|
Q1 2024
Added 54.35%
|
|