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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
591
shares
|
$62,900
0.05% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
575
shares
|
$61,197
0.0% of portfolio
|
Q2 2025
Reduced 71.59%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
571
shares
|
$60,771
0.01% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
502
shares
|
$53,427
0.01% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
501
shares
|
$53,321
0.03% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
486
shares
|
$51,724
0.01% of portfolio
|
Q2 2025
Reduced 57.41%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
486
shares
|
$51,724
0.03% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
482
shares
|
$51,299
0.0% of portfolio
|
Q4 2024
Reduced 36.83%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$48,957
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
457
shares
|
$48,638
0.02% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
450
shares
|
$47,893
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
436
shares
|
$46,403
0.02% of portfolio
|
Q2 2025
Reduced 64.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
425
shares
|
$45,232
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
423
shares
|
$45,019
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
419
shares
|
$44,594
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
409
shares
|
$43,529
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
401
shares
|
$42,678
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
397
shares
|
$42,252
0.0% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
393
shares
|
$41,826
0.02% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
391
shares
|
$41,614
0.07% of portfolio
|
Q3 2022
Reduced 64.16%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
375
shares
|
$39,911
0.0% of portfolio
|
Q2 2023
Reduced 36.44%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
358
shares
|
$38,101
0.02% of portfolio
|
Q1 2025
Added 55.65%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
347
shares
|
$36,931
0.02% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
342
shares
|
$36,399
0.09% of portfolio
|
Q2 2025
Added 27.14%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
336
shares
|
$35,760
0.02% of portfolio
|
Q3 2023
Added 42.37%
|