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 1,762 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $32.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,025
shares
|
$537,524
0.11% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,025
shares
|
$537,524
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 09, 2025 Q3 2025 |
5,000
shares
|
$534,850
0.41% of portfolio
|
Q3 2020
New holding
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
5,000
shares
|
$534,850
0.22% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$534,850
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
4,985
shares
|
$533,245
0.05% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,985
shares
|
$533,245
0.13% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,980
shares
|
$532,710
0.13% of portfolio
|
Q4 2022
Reduced 15.31%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
4,964
shares
|
$530,999
0.8% of portfolio
|
Q1 2022
Reduced 3.87%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,962
shares
|
$530,785
0.12% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
4,960
shares
|
$530,571
0.05% of portfolio
|
Q1 2025
Reduced 55.0%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
4,936
shares
|
$528,003
0.15% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
4,923
shares
|
$526,613
0.06% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,919
shares
|
$526,185
0.1% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,915
shares
|
$525,757
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
4,905
shares
|
$524,687
0.04% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
4,900
shares
|
$524,153
0.16% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
4,898
shares
|
$523,939
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,897
shares
|
$523,832
0.07% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,888
shares
|
$522,869
0.22% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,885
shares
|
$522,548
0.54% of portfolio
|
Q3 2022
Added 142.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,878
shares
|
$521,799
0.02% of portfolio
|
Q3 2025
Reduced 32.04%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,865
shares
|
$520,409
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,846
shares
|
$518,376
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,842
shares
|
$517,948
0.28% of portfolio
|
Q3 2023
Reduced 3.78%
|
|