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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
2,538
shares
|
$270,119
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,530
shares
|
$269,267
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,528
shares
|
$269,055
0.1% of portfolio
|
Q2 2025
Added 36.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,523
shares
|
$268,522
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,510
shares
|
$267,139
0.06% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
2,506
shares
|
$266,713
0.03% of portfolio
|
Q1 2025
Reduced 42.85%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
2,500
shares
|
$266,075
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
2,492
shares
|
$265,223
0.26% of portfolio
|
Q1 2025
Reduced 36.14%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
2,490
shares
|
$265,010
0.1% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,465
shares
|
$262,349
0.01% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,444
shares
|
$260,114
0.18% of portfolio
|
Q1 2023
Added 0.41%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,409
shares
|
$256,389
0.2% of portfolio
|
Q2 2025
Reduced 90.57%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,404
shares
|
$255,857
0.06% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,390
shares
|
$254,367
0.04% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
2,390
shares
|
$254,367
0.12% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,381
shares
|
$253,409
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,376
shares
|
$252,877
0.07% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,373
shares
|
$252,558
0.05% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
2,367
shares
|
$251,919
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
2,355
shares
|
$250,642
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,343
shares
|
$249,365
0.16% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
2,338
shares
|
$248,833
0.06% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,334
shares
|
$248,407
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,328
shares
|
$247,769
0.02% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
2,324
shares
|
$247,343
0.06% of portfolio
|
Q2 2025
Reduced 17.73%
|