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 |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
11,009
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
11,001
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Added 173.86%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
11,001
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
10,925
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
10,905
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
10,821
shares
|
$1.15 Million
0.24% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
10,807
shares
|
$1.15 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
10,737
shares
|
$1.14 Million
0.78% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
10,709
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,706
shares
|
$1.14 Million
0.58% of portfolio
|
Q1 2024
Added 54.35%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
10,681
shares
|
$1.14 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,639
shares
|
$1.13 Million
0.69% of portfolio
|
Q2 2024
Added 12.89%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
10,622
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
10,588
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
10,570
shares
|
$1.12 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
10,564
shares
|
$1.12 Million
0.43% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
10,560
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2025
Reduced 40.29%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
10,553
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
10,508
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Added 60.26%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,382
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,375
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
10,365
shares
|
$1.1 Million
0.17% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
10,329
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
10,318
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
10,182
shares
|
$1.08 Million
0.62% of portfolio
|
Q2 2025
Reduced 32.67%
|