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 |
|---|---|---|---|---|---|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
9,668
shares
|
$1.03 Million
0.4% of portfolio
|
Q2 2025
Added 33.91%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
9,654
shares
|
$1.03 Million
0.53% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
9,635
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
9,598
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
9,580
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
9,579
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
9,547
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
9,545
shares
|
$1.02 Million
0.45% of portfolio
|
Q2 2025
Reduced 57.02%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
9,516
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
9,486
shares
|
$1.01 Million
0.43% of portfolio
|
Q1 2025
Added 77.34%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
9,483
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
9,442
shares
|
$1 Million
0.31% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,431
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
9,385
shares
|
$998,845
0.18% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
9,374
shares
|
$997,674
0.09% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
9,366
shares
|
$996,823
0.17% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
9,356
shares
|
$995,759
0.1% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
9,351
shares
|
$995,226
0.3% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
9,324
shares
|
$992,353
0.7% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
9,266
shares
|
$986,180
0.12% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
9,245
shares
|
$983,945
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,232
shares
|
$982,561
0.04% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,219
shares
|
$981,178
0.22% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
9,218
shares
|
$981,071
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
9,204
shares
|
$979,581
0.02% of portfolio
|
Q2 2025
Added 38.97%
|