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 |
|---|---|---|---|---|---|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,125
shares
|
$1.08 Million
0.83% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,113
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
10,088
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
10,076
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
10,060
shares
|
$1.07 Million
0.36% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
10,035
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
10,031
shares
|
$1.07 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
10,022
shares
|
$1.07 Million
0.32% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$1.06 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
9,960
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
9,953
shares
|
$1.06 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
9,952
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
9,947
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2022
Added 1.02%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,939
shares
|
$1.06 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
9,933
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
9,923
shares
|
$1.06 Million
0.44% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
9,868
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
9,867
shares
|
$1.05 Million
0.41% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
9,848
shares
|
$1.05 Million
0.18% of portfolio
|
Q2 2025
Reduced 43.36%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
9,798
shares
|
$1.04 Million
0.36% of portfolio
|
Q2 2025
Added 83.93%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
9,796
shares
|
$1.04 Million
0.54% of portfolio
|
Q2 2024
Reduced 32.6%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
9,760
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
9,727
shares
|
$1.04 Million
0.38% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
9,715
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Added 14.62%
|