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 |
|---|---|---|---|---|---|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
9,193
shares
|
$978,410
0.19% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
9,193
shares
|
$978,410
0.03% of portfolio
|
Q2 2025
Added 16.9%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
9,156
shares
|
$974,473
0.12% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
9,127
shares
|
$971,386
0.12% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,074
shares
|
$965,745
0.07% of portfolio
|
Q3 2022
Added 364.38%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
9,048
shares
|
$962,978
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
9,033
shares
|
$961,382
0.33% of portfolio
|
Q2 2025
Reduced 26.69%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
8,967
shares
|
$954,357
0.09% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
8,905
shares
|
$947,759
0.35% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
8,891
shares
|
$946,269
0.1% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
8,876
shares
|
$944,672
0.06% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,845
shares
|
$941,373
0.04% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
8,834
shares
|
$940,202
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
8,816
shares
|
$938,286
0.29% of portfolio
|
Q2 2025
Reduced 24.49%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
8,812
shares
|
$937,861
0.09% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,784
shares
|
$934,881
0.42% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
8,753
shares
|
$931,581
0.71% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
8,663
shares
|
$922,003
0.51% of portfolio
|
Q1 2023
Reduced 39.77%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
8,654
shares
|
$921,045
0.53% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
8,651
shares
|
$920,725
0.16% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
8,572
shares
|
$912,317
0.8% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,546
shares
|
$909,550
0.1% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,537
shares
|
$908,592
0.11% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
8,508
shares
|
$905,506
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
8,491
shares
|
$903,697
0.61% of portfolio
|
Q2 2023
Reduced 48.05%
|