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 |
---|---|---|---|---|---|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
70
shares
|
$7,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
61
shares
|
$6,492
0.0% of portfolio
|
Q2 2025
Added 45.24%
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
56
shares
|
$5,960
0.0% of portfolio
|
Q1 2023
Added 44.64%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
56
shares
|
$5,960
0.0% of portfolio
|
Q2 2025
Reduced 90.51%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
54
shares
|
$5,747
0.0% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
54
shares
|
$5,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
51
shares
|
$5,427
0.0% of portfolio
|
Q2 2025
Added 27.5%
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
50
shares
|
$5,321
0.0% of portfolio
|
Q1 2025
Added 257.14%
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
46
shares
|
$4,895
0.07% of portfolio
|
Q4 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
43
shares
|
$4,576
0.0% of portfolio
|
Q2 2025
Added 13.16%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42
shares
|
$4,470
0.0% of portfolio
|
Q3 2023
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
40
shares
|
$4,257
0.03% of portfolio
|
Q2 2024
New holding
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
33
shares
|
$3,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
33
shares
|
$3,512
0.0% of portfolio
|
Q2 2025
Added 1000.0%
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
32
shares
|
$3,405
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
30
shares
|
$3,192
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
28
shares
|
$2,980
0.0% of portfolio
|
Q1 2025
Added 833.33%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
26
shares
|
$2,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
25
shares
|
$2,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
25
shares
|
$2,660
0.0% of portfolio
|
Q2 2025
Reduced 96.38%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25
shares
|
$2,660
0.0% of portfolio
|
Q2 2023
Added 8.7%
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
20
shares
|
$2,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
19
shares
|
$2,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
17
shares
|
$1,809
0.0% of portfolio
|
Q4 2024
Reduced 93.09%
|