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 1,699 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
102,648
shares
|
$10.6 Million
3.94% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
102,396
shares
|
$10.6 Million
2.87% of portfolio
|
Q2 2022
Added 219.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
102,254
shares
|
$10.6 Million
0.73% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
101,806
shares
|
$10.5 Million
1.91% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
101,592
shares
|
$10.5 Million
0.15% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
100,548
shares
|
$10.4 Million
0.45% of portfolio
|
Q3 2023
Added 4.65%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
100,299
shares
|
$10.4 Million
1.01% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
100,168
shares
|
$10.4 Million
0.46% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
98,799
shares
|
$10.2 Million
0.68% of portfolio
|
Q4 2022
Reduced 35.1%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
97,442
shares
|
$10.1 Million
4.38% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
97,295
shares
|
$10.1 Million
1.8% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
97,261
shares
|
$10.1 Million
1.83% of portfolio
|
Q2 2025
Added 38.6%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
96,642
shares
|
$10 Million
0.04% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
96,378
shares
|
$9.98 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
94,979
shares
|
$9.83 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
94,691
shares
|
$9.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 58.48%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
94,613
shares
|
$9.8 Million
2.83% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
94,125
shares
|
$9.74 Million
5.66% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
94,031
shares
|
$9.74 Million
1.17% of portfolio
|
Q2 2025
Added 161.64%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
93,754
shares
|
$9.71 Million
0.84% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
93,606
shares
|
$9.69 Million
0.92% of portfolio
|
Q1 2025
Added 39.15%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
92,391
shares
|
$9.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
92,157
shares
|
$9.54 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
91,750
shares
|
$9.5 Million
1.56% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
91,634
shares
|
$9.49 Million
0.17% of portfolio
|
Q1 2025
New holding
|