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 1,766 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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
195,096
shares
|
$20.9 Million
2.92% of portfolio
|
Q4 2025
Added 6.27%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
194,671
shares
|
$20.8 Million
0.51% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
193,622
shares
|
$20.7 Million
0.21% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
191,235
shares
|
$20.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
189,237
shares
|
$20.2 Million
2.42% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
188,339
shares
|
$20.1 Million
0.05% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
187,765
shares
|
$20.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
186,618
shares
|
$20 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
184,959
shares
|
$19.8 Million
2.41% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
182,040
shares
|
$19.5 Million
1.65% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
181,678
shares
|
$19.4 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
180,598
shares
|
$19.3 Million
1.34% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
179,393
shares
|
$19.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 49.05%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
178,907
shares
|
$19.1 Million
0.52% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
178,633
shares
|
$19.1 Million
0.96% of portfolio
|
Q4 2025
Added 28.67%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
176,973
shares
|
$18.9 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
176,776
shares
|
$18.9 Million
1.12% of portfolio
|
Q3 2025
Added 22.69%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
174,277
shares
|
$18.6 Million
3.5% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Stairway Partners, LLC
|
Jan 05, 2026 Q4 2025 |
173,172
shares
|
$18.5 Million
0.99% of portfolio
|
Q4 2025
Added 15.28%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
172,869
shares
|
$18.5 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
169,352
shares
|
$18.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
169,342
shares
|
$18.1 Million
1.98% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
164,798
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2025
Added 66.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
164,016
shares
|
$17.5 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
163,510
shares
|
$17.5 Million
0.76% of portfolio
|
Q3 2025
Added 20.26%
|
|