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 1,704 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
9,580
shares
|
$991,817
0.17% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
9,545
shares
|
$988,193
0.45% of portfolio
|
Q2 2025
Reduced 57.02%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
9,516
shares
|
$985,191
0.01% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
9,494
shares
|
$982,913
0.0% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
9,486
shares
|
$982,085
0.43% of portfolio
|
Q1 2025
Added 77.34%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
9,466
shares
|
$980,014
0.19% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
9,397
shares
|
$972,871
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
9,385
shares
|
$971,629
0.18% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
9,374
shares
|
$970,490
0.09% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
9,331
shares
|
$966,038
0.61% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
9,325
shares
|
$965,417
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
9,320
shares
|
$964,899
0.15% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
9,286
shares
|
$961,379
0.1% of portfolio
|
Q1 2025
Added 26.81%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
9,272
shares
|
$959,930
0.48% of portfolio
|
Q1 2025
Reduced 40.68%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
9,266
shares
|
$959,308
0.12% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
9,261
shares
|
$958,791
0.24% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,219
shares
|
$954,443
0.22% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
9,218
shares
|
$954,339
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
9,193
shares
|
$951,751
0.19% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
9,156
shares
|
$947,920
0.12% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
9,121
shares
|
$944,297
0.18% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
9,095
shares
|
$941,605
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,074
shares
|
$939,431
0.07% of portfolio
|
Q3 2022
Added 364.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,063
shares
|
$938,292
0.04% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
9,033
shares
|
$935,186
0.33% of portfolio
|
Q2 2025
Reduced 26.69%
|