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 |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
54,756
shares
|
$5.86 Million
0.53% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
54,629
shares
|
$5.84 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
54,466
shares
|
$5.83 Million
0.26% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
54,445
shares
|
$5.82 Million
1.65% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
54,080
shares
|
$5.78 Million
1.71% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
53,997
shares
|
$5.78 Million
3.03% of portfolio
|
Q3 2025
Added 21.62%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
53,922
shares
|
$5.77 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
52,707
shares
|
$5.64 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,662
shares
|
$5.63 Million
0.45% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
52,600
shares
|
$5.63 Million
2.15% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
52,207
shares
|
$5.58 Million
3.62% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
52,020
shares
|
$5.56 Million
2.01% of portfolio
|
Q4 2025
Added 8.86%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
51,879
shares
|
$5.55 Million
0.26% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,794
shares
|
$5.54 Million
0.43% of portfolio
|
Q4 2023
Added 58.37%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
51,752
shares
|
$5.54 Million
0.18% of portfolio
|
Q3 2025
Added 38.89%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
51,663
shares
|
$5.53 Million
2.67% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
51,375
shares
|
$5.5 Million
3.81% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
51,319
shares
|
$5.49 Million
0.2% of portfolio
|
Q3 2025
Added 37.17%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
50,789
shares
|
$5.43 Million
0.46% of portfolio
|
Q3 2025
Reduced 25.71%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
50,702
shares
|
$5.42 Million
0.27% of portfolio
|
Q3 2025
Added 107.32%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
50,484
shares
|
$5.4 Million
0.93% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
50,406
shares
|
$5.39 Million
0.37% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
50,256
shares
|
$5.38 Million
0.51% of portfolio
|
Q3 2025
Added 214.0%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
50,152
shares
|
$5.36 Million
0.3% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
49,812
shares
|
$5.33 Million
0.68% of portfolio
|
Q3 2025
Added 30.46%
|
|