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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
193,615
shares
|
$20.6 Million
3.01% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
193,558
shares
|
$20.6 Million
0.53% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
186,769
shares
|
$19.9 Million
0.49% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
185,236
shares
|
$19.7 Million
5.66% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
183,363
shares
|
$19.5 Million
2.45% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
180,272
shares
|
$19.2 Million
0.88% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
177,128
shares
|
$18.9 Million
0.05% of portfolio
|
Q2 2025
Added 35.73%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
177,090
shares
|
$18.8 Million
5.63% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
176,557
shares
|
$18.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
176,343
shares
|
$18.8 Million
1.57% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
176,138
shares
|
$18.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
175,564
shares
|
$18.7 Million
0.52% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
173,302
shares
|
$18.4 Million
0.01% of portfolio
|
Q2 2025
Added 1512.26%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
173,000
shares
|
$18.4 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
171,467
shares
|
$18.2 Million
1.66% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
171,330
shares
|
$18.2 Million
0.79% of portfolio
|
Q2 2025
Added 71.67%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
170,253
shares
|
$18.1 Million
1.37% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
170,139
shares
|
$18.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 44.6%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
170,069
shares
|
$18.1 Million
3.57% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
169,515
shares
|
$18 Million
0.42% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
166,669
shares
|
$17.7 Million
6.79% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
166,003
shares
|
$17.7 Million
3.31% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
165,972
shares
|
$17.7 Million
2.2% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
163,790
shares
|
$17.4 Million
0.15% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
161,813
shares
|
$17.2 Million
2.08% of portfolio
|
Q2 2025
Added 3.45%
|