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 1,771 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 $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
116,368
shares
|
$12.4 Million
5.46% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
116,035
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
115,534
shares
|
$12.4 Million
11.48% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
113,569
shares
|
$12.1 Million
0.17% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
113,324
shares
|
$12.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
112,501
shares
|
$12 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
112,348
shares
|
$12 Million
4.02% of portfolio
|
Q4 2025
Added 2.76%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
108,980
shares
|
$11.7 Million
3.7% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
108,689
shares
|
$11.6 Million
2.17% of portfolio
|
Q4 2025
Added 2.85%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
108,465
shares
|
$11.6 Million
2.9% of portfolio
|
Q4 2025
Added 4.56%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
108,111
shares
|
$11.6 Million
17.8% of portfolio
|
Q4 2022
Reduced 28.96%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
107,603
shares
|
$11.5 Million
1.69% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
107,601
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
105,536
shares
|
$11.3 Million
5.51% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
105,464
shares
|
$11.3 Million
2.98% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
105,054
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
105,049
shares
|
$11.2 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
104,537
shares
|
$11.2 Million
2.83% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
102,396
shares
|
$11 Million
2.87% of portfolio
|
Q2 2022
Added 219.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
102,254
shares
|
$10.9 Million
0.73% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
101,806
shares
|
$10.9 Million
1.91% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
101,547
shares
|
$10.9 Million
2.9% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
101,120
shares
|
$10.8 Million
0.34% of portfolio
|
Q4 2025
Added 14.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
100,876
shares
|
$10.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
100,548
shares
|
$10.8 Million
0.45% of portfolio
|
Q3 2023
Added 4.65%
|
|