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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
6,036
shares
|
$642,411
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
6,029
shares
|
$641,666
0.32% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
6,028
shares
|
$641,560
0.11% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
6,028
shares
|
$641,560
0.15% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
5,912
shares
|
$629,214
0.1% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
5,883
shares
|
$626,127
0.18% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
5,850
shares
|
$622,615
0.13% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,840
shares
|
$621,551
0.08% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
5,817
shares
|
$619,103
0.43% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
5,795
shares
|
$616,761
0.41% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
5,791
shares
|
$616,336
0.07% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
5,785
shares
|
$615,697
0.41% of portfolio
|
Q2 2025
Reduced 40.76%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
5,763
shares
|
$613,356
0.05% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
5,759
shares
|
$612,930
0.01% of portfolio
|
Q2 2025
Added 42.58%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
5,717
shares
|
$608,460
0.07% of portfolio
|
Q2 2025
Added 91.97%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
5,700
shares
|
$606,651
0.01% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
5,696
shares
|
$606,225
0.26% of portfolio
|
Q2 2025
Reduced 54.39%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,645
shares
|
$600,797
0.01% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,639
shares
|
$600,158
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
5,635
shares
|
$599,733
0.22% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
5,588
shares
|
$594,730
0.05% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
5,582
shares
|
$594,092
0.1% of portfolio
|
Q2 2025
Reduced 17.85%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
5,570
shares
|
$592,815
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
5,564
shares
|
$592,176
0.15% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
5,557
shares
|
$591,431
0.25% of portfolio
|
Q2 2025
Added 30.57%
|