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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
196,414
shares
|
$20.3 Million
0.19% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
196,403
shares
|
$20.3 Million
0.25% of portfolio
|
Q2 2025
Added 59.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
195,936
shares
|
$20.3 Million
0.49% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
195,745
shares
|
$20.3 Million
1.5% of portfolio
|
Q2 2022
Added 3.98%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
194,552
shares
|
$20.1 Million
3.28% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
193,615
shares
|
$20 Million
3.01% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
191,747
shares
|
$19.9 Million
0.65% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
187,774
shares
|
$19.4 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
186,183
shares
|
$19.3 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
185,236
shares
|
$19.2 Million
5.66% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
184,426
shares
|
$19.1 Million
0.49% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
183,363
shares
|
$19 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
|
$18.7 Million
0.88% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
179,468
shares
|
$18.6 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
177,333
shares
|
$18.4 Million
0.93% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
177,128
shares
|
$18.3 Million
0.05% of portfolio
|
Q2 2025
Added 35.73%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
177,090
shares
|
$18.3 Million
5.63% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
176,343
shares
|
$18.3 Million
1.57% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
175,564
shares
|
$18.2 Million
0.52% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
174,867
shares
|
$18.1 Million
3.51% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
172,989
shares
|
$17.9 Million
7.1% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
172,436
shares
|
$17.9 Million
0.64% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
172,325
shares
|
$17.8 Million
15.38% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
171,908
shares
|
$17.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
171,467
shares
|
$17.8 Million
1.66% of portfolio
|
Q2 2025
Added 5.66%
|