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 |
|---|---|---|---|---|---|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
4,958
shares
|
$527,679
0.16% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
4,954
shares
|
$527,254
0.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
4,950
shares
|
$526,828
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
4,928
shares
|
$524,487
0.28% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
4,919
shares
|
$523,529
0.05% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,915
shares
|
$523,103
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,914
shares
|
$522,997
0.04% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
4,911
shares
|
$522,677
0.03% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
4,908
shares
|
$522,358
0.18% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
4,900
shares
|
$521,507
0.16% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
4,897
shares
|
$521,187
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
4,890
shares
|
$520,442
0.07% of portfolio
|
Q1 2025
Reduced 55.81%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,885
shares
|
$519,910
0.54% of portfolio
|
Q3 2022
Added 142.31%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,880
shares
|
$519,378
0.1% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
4,873
shares
|
$518,633
0.15% of portfolio
|
Q2 2025
Added 39.03%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
4,872
shares
|
$518,526
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,865
shares
|
$517,781
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,846
shares
|
$515,759
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,842
shares
|
$515,334
0.28% of portfolio
|
Q3 2023
Reduced 3.78%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,842
shares
|
$515,334
0.22% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
4,837
shares
|
$514,801
0.01% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,824
shares
|
$513,418
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,792
shares
|
$510,012
0.22% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
4,763
shares
|
$506,926
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
4,756
shares
|
$506,181
0.18% of portfolio
|
Q2 2025
Reduced 82.25%
|