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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
31,422
shares
|
$3.36 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
31,132
shares
|
$3.33 Million
1.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
31,110
shares
|
$3.33 Million
0.09% of portfolio
|
Q3 2025
Added 25.92%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
30,908
shares
|
$3.31 Million
0.17% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
30,753
shares
|
$3.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
30,632
shares
|
$3.28 Million
0.13% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
30,515
shares
|
$3.26 Million
1.3% of portfolio
|
Q4 2023
Added 60.55%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
30,446
shares
|
$3.26 Million
0.06% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,228
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 50.56%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
30,051
shares
|
$3.21 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
29,983
shares
|
$3.21 Million
2.49% of portfolio
|
Q3 2025
Reduced 30.45%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
29,963
shares
|
$3.21 Million
0.38% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
29,961
shares
|
$3.2 Million
2.2% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
29,933
shares
|
$3.2 Million
0.05% of portfolio
|
Q4 2025
Added 30.93%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
29,737
shares
|
$3.18 Million
0.84% of portfolio
|
Q3 2025
Added 59.81%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
29,719
shares
|
$3.18 Million
2.55% of portfolio
|
Q3 2025
Added 23.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
29,623
shares
|
$3.17 Million
0.2% of portfolio
|
Q3 2025
Added 87.99%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
29,557
shares
|
$3.16 Million
0.39% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
29,358
shares
|
$3.14 Million
0.12% of portfolio
|
Q3 2025
Added 26.31%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
29,355
shares
|
$3.14 Million
2.63% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
29,274
shares
|
$3.13 Million
1.37% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
29,042
shares
|
$3.11 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
28,998
shares
|
$3.1 Million
2.23% of portfolio
|
Q4 2025
Added 8.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,943
shares
|
$3.1 Million
0.47% of portfolio
|
Q2 2023
Added 6.62%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
28,899
shares
|
$3.09 Million
1.12% of portfolio
|
Q3 2024
Reduced 41.94%
|
|