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 1,732 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
220,717
shares
|
$23 Million
0.12% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
219,648
shares
|
$22.8 Million
0.68% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
219,603
shares
|
$22.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
215,198
shares
|
$22.4 Million
0.68% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
213,027
shares
|
$22.2 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
212,704
shares
|
$22.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
212,628
shares
|
$22.1 Million
0.55% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
208,789
shares
|
$21.7 Million
3.22% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
208,214
shares
|
$21.7 Million
3.17% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
207,451
shares
|
$21.6 Million
2.55% of portfolio
|
Q2 2025
Added 34.47%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
207,081
shares
|
$21.5 Million
0.47% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
206,416
shares
|
$21.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
204,718
shares
|
$21.3 Million
1.67% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
201,406
shares
|
$21 Million
0.34% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
200,000
shares
|
$20.8 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
199,299
shares
|
$20.7 Million
1.79% of portfolio
|
Q2 2025
Reduced 27.52%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
198,130
shares
|
$20.6 Million
7.81% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
198,130
shares
|
$20.6 Million
8.04% of portfolio
|
Q4 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
196,919
shares
|
$20.5 Million
0.1% of portfolio
|
Q2 2025
Added 140.09%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
196,403
shares
|
$20.4 Million
0.25% of portfolio
|
Q2 2025
Added 59.71%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
196,034
shares
|
$20.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
195,936
shares
|
$20.4 Million
0.49% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
195,745
shares
|
$20.4 Million
1.5% of portfolio
|
Q2 2022
Added 3.98%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
195,100
shares
|
$20.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 93.9%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
194,552
shares
|
$20.2 Million
3.28% of portfolio
|
Q2 2025
Reduced 1.09%
|