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 |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
7,397
shares
|
$787,262
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
7,367
shares
|
$784,069
0.08% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
7,363
shares
|
$783,644
0.07% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
7,352
shares
|
$782,473
0.13% of portfolio
|
Q2 2025
Reduced 64.8%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
7,331
shares
|
$780,238
0.34% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
7,326
shares
|
$779,706
0.52% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
7,288
shares
|
$775,661
0.49% of portfolio
|
Q2 2025
Added 79.33%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
7,272
shares
|
$773,958
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
7,259
shares
|
$772,575
0.15% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
7,234
shares
|
$769,914
0.39% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
7,231
shares
|
$769,595
0.11% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
7,225
shares
|
$768,956
0.26% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
7,221
shares
|
$768,531
0.29% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
7,197
shares
|
$765,976
0.43% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,178
shares
|
$763,954
0.03% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
7,136
shares
|
$759,484
0.03% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
7,132
shares
|
$759,058
0.12% of portfolio
|
Q2 2025
Added 57.09%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
7,126
shares
|
$758,420
0.5% of portfolio
|
Q2 2025
Added 25.97%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Sep 03, 2025 Q2 2025 |
7,123
shares
|
$758,100
0.35% of portfolio
|
Q4 2024
Reduced 14.59%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
7,115
shares
|
$757,249
0.04% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
7,080
shares
|
$753,524
0.01% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
7,070
shares
|
$752,460
0.15% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
7,069
shares
|
$752,353
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
7,028
shares
|
$747,990
0.14% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
6,982
shares
|
$743,094
0.15% of portfolio
|
Q2 2022
Reduced 4.71%
|