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 |
|---|---|---|---|---|---|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
38,913
shares
|
$4.16 Million
3.05% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
38,792
shares
|
$4.15 Million
0.8% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
38,779
shares
|
$4.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
38,762
shares
|
$4.15 Million
0.05% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
38,739
shares
|
$4.14 Million
0.36% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
38,616
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
38,583
shares
|
$4.13 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
38,577
shares
|
$4.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 16.47%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,346
shares
|
$4.1 Million
0.32% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
38,109
shares
|
$4.08 Million
0.12% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
37,385
shares
|
$4 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
37,295
shares
|
$3.99 Million
0.2% of portfolio
|
Q3 2025
Added 84.15%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
37,269
shares
|
$3.99 Million
0.5% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
37,005
shares
|
$3.96 Million
0.45% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
36,412
shares
|
$3.89 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
35,764
shares
|
$3.83 Million
0.75% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
35,752
shares
|
$3.82 Million
0.18% of portfolio
|
Q4 2025
Added 15.65%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
35,726
shares
|
$3.82 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
35,704
shares
|
$3.82 Million
0.29% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
35,559
shares
|
$3.8 Million
0.6% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
35,410
shares
|
$3.79 Million
0.44% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
35,277
shares
|
$3.77 Million
0.8% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
34,957
shares
|
$3.74 Million
1.11% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
34,840
shares
|
$3.73 Million
0.55% of portfolio
|
Q4 2025
Added 6.56%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
34,390
shares
|
$3.68 Million
0.8% of portfolio
|
Q3 2025
Added 9.73%
|
|