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 1,769 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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
78,259
shares
|
$8.37 Million
1.58% of portfolio
|
Q3 2025
Added 506.05%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jan 14, 2026 Q4 2025 |
78,249
shares
|
$8.37 Million
5.14% of portfolio
|
Q4 2025
Reduced 8.18%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
78,040
shares
|
$8.35 Million
1.86% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
77,485
shares
|
$8.29 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
77,473
shares
|
$8.29 Million
0.14% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
76,734
shares
|
$8.21 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
76,172
shares
|
$8.15 Million
0.45% of portfolio
|
Q3 2025
Reduced 39.59%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
75,986
shares
|
$8.13 Million
0.13% of portfolio
|
Q3 2025
Added 39.61%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
75,549
shares
|
$8.08 Million
0.28% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
75,484
shares
|
$8.07 Million
0.13% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
74,944
shares
|
$8.02 Million
2.69% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
74,050
shares
|
$7.92 Million
3.13% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
73,916
shares
|
$7.91 Million
0.95% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
73,829
shares
|
$7.9 Million
0.73% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
73,490
shares
|
$7.86 Million
1.48% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
72,798
shares
|
$7.79 Million
1.41% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
72,692
shares
|
$7.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
71,666
shares
|
$7.67 Million
2.06% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
71,605
shares
|
$7.66 Million
0.87% of portfolio
|
Q3 2025
Added 23.74%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
71,589
shares
|
$7.66 Million
4.28% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
71,497
shares
|
$7.65 Million
2.1% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
71,256
shares
|
$7.62 Million
1.61% of portfolio
|
Q4 2025
Reduced 4.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
71,152
shares
|
$7.61 Million
0.28% of portfolio
|
Q3 2025
Added 171.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
71,070
shares
|
$7.6 Million
3.4% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
70,933
shares
|
$7.59 Million
8.47% of portfolio
|
Q3 2023
Reduced 20.86%
|
|