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 1,699 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
9,017
shares
|
$933,530
0.11% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
9,017
shares
|
$933,530
0.31% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,009
shares
|
$932,701
0.3% of portfolio
|
Q1 2025
Reduced 27.77%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
9,007
shares
|
$932,494
0.1% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
8,900
shares
|
$921,417
0.99% of portfolio
|
Q1 2025
Reduced 61.97%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
8,879
shares
|
$919,242
0.46% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
8,876
shares
|
$918,932
0.06% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
8,871
shares
|
$918,414
0.92% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,845
shares
|
$915,722
0.04% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
8,833
shares
|
$914,480
0.59% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
8,816
shares
|
$912,720
0.29% of portfolio
|
Q2 2025
Reduced 24.49%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8,795
shares
|
$910,546
0.19% of portfolio
|
Q4 2024
Reduced 26.56%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
8,753
shares
|
$906,198
0.71% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
8,739
shares
|
$904,748
1.06% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,733
shares
|
$904,127
0.03% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
8,729
shares
|
$903,713
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
8,663
shares
|
$896,880
0.51% of portfolio
|
Q1 2023
Reduced 39.77%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
8,660
shares
|
$896,569
0.19% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
8,651
shares
|
$895,638
0.16% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,546
shares
|
$884,767
0.1% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
8,540
shares
|
$884,146
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,537
shares
|
$883,835
0.11% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
8,510
shares
|
$881,040
0.48% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
8,491
shares
|
$879,073
0.61% of portfolio
|
Q2 2023
Reduced 48.05%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
8,482
shares
|
$878,141
0.1% of portfolio
|
Q1 2025
Added 1.56%
|