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 1,761 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $32.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
53
shares
|
$5,669
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
47
shares
|
$5,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
46
shares
|
$4,920
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
43
shares
|
$4,599
0.0% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
42
shares
|
$4,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
42
shares
|
$4,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42
shares
|
$4,492
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
41
shares
|
$4,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
40
shares
|
$4,278
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
33
shares
|
$3,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
33
shares
|
$3,530
0.0% of portfolio
|
Q2 2025
Added 1000.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
32
shares
|
$3,423
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
30
shares
|
$3,209
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
29
shares
|
$3,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
28
shares
|
$2,995
0.0% of portfolio
|
Q1 2025
Added 833.33%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
25
shares
|
$2,674
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25
shares
|
$2,674
0.0% of portfolio
|
Q2 2023
Added 8.7%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
23
shares
|
$2,460
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
20
shares
|
$2,139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
20
shares
|
$2,139
0.02% of portfolio
|
Q2 2025
Reduced 99.26%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
18
shares
|
$1,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
17
shares
|
$1,818
0.0% of portfolio
|
Q4 2024
Reduced 93.09%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
12
shares
|
$1,283
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,283
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
10
shares
|
$1,069
0.0% of portfolio
|
Q4 2024
New holding
|
|