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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,550
shares
|
$590,686
0.56% of portfolio
|
Q1 2023
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
5,529
shares
|
$588,451
0.36% of portfolio
|
Q2 2025
Added 40.19%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
5,526
shares
|
$588,132
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
5,518
shares
|
$587,280
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
5,459
shares
|
$581,001
0.03% of portfolio
|
Q2 2025
Reduced 46.39%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,448
shares
|
$579,830
0.19% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,448
shares
|
$579,830
0.13% of portfolio
|
Q2 2025
Added 64.64%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
5,446
shares
|
$579,617
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
5,443
shares
|
$579,298
0.38% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
5,429
shares
|
$577,808
0.03% of portfolio
|
Q2 2025
Added 134.51%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,408
shares
|
$575,573
0.04% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
5,407
shares
|
$575,467
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
5,402
shares
|
$574,934
0.16% of portfolio
|
Q2 2025
Reduced 28.7%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,375
shares
|
$572,061
0.06% of portfolio
|
Q2 2025
Reduced 97.9%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,351
shares
|
$569,506
0.02% of portfolio
|
Q2 2025
Reduced 28.34%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
5,335
shares
|
$567,804
0.18% of portfolio
|
Q2 2025
Reduced 72.9%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,297
shares
|
$563,759
0.06% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
5,275
shares
|
$561,418
0.17% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,245
shares
|
$558,225
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,237
shares
|
$557,373
0.1% of portfolio
|
Q3 2023
Added 3.87%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
5,209
shares
|
$554,393
0.17% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
5,207
shares
|
$554,181
0.08% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,201
shares
|
$553,542
0.05% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
5,197
shares
|
$553,116
0.34% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,167
shares
|
$549,923
0.16% of portfolio
|
Q1 2025
Reduced 16.65%
|