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 1,704 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,281
shares
|
$236,151
0.08% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
2,270
shares
|
$235,013
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
2,260
shares
|
$233,977
0.01% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,250
shares
|
$232,942
0.24% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,239
shares
|
$231,803
0.12% of portfolio
|
Q2 2025
Added 115.29%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,238
shares
|
$231,700
0.04% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,212
shares
|
$229,008
0.15% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
2,211
shares
|
$228,904
0.09% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,184
shares
|
$226,109
0.02% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,169
shares
|
$224,556
0.02% of portfolio
|
Q1 2025
Reduced 51.36%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
2,169
shares
|
$224,556
0.09% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
2,167
shares
|
$224,349
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
2,155
shares
|
$223,107
0.1% of portfolio
|
Q2 2025
Reduced 54.64%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
2,150
shares
|
$222,589
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,132
shares
|
$220,725
0.11% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
2,128
shares
|
$220,311
0.06% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
2,118
shares
|
$219,276
0.1% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,100
shares
|
$217,413
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,096
shares
|
$216,998
0.14% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
2,094
shares
|
$216,791
0.07% of portfolio
|
Q3 2021
Reduced 22.04%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
2,090
shares
|
$216,377
0.03% of portfolio
|
Q4 2024
Reduced 71.81%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
2,085
shares
|
$215,860
0.13% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
2,085
shares
|
$215,860
0.05% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
2,084
shares
|
$215,756
0.13% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
2,077
shares
|
$215,031
0.02% of portfolio
|
Q1 2025
Added 0.53%
|