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 1,763 institutions that hold shares in the stock, with a total of 308 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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
796,746
shares
|
$85.2 Million
3.4% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
791,223
shares
|
$84.6 Million
0.14% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
788,848
shares
|
$84.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
747,406
shares
|
$80 Million
0.89% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
700,580
shares
|
$74.9 Million
0.66% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
683,775
shares
|
$73.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
666,498
shares
|
$71.3 Million
4.38% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
640,101
shares
|
$68.5 Million
0.21% of portfolio
|
Q3 2025
Added 23.89%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
632,727
shares
|
$67.7 Million
1.42% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
630,597
shares
|
$67.5 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
607,800
shares
|
$65 Million
0.16% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
604,115
shares
|
$64.6 Million
1.02% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
604,044
shares
|
$64.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 22.8%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
603,763
shares
|
$64.6 Million
1.94% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
593,607
shares
|
$63.5 Million
0.12% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
587,138
shares
|
$62.8 Million
0.81% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
586,946
shares
|
$62.8 Million
0.55% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
577,779
shares
|
$61.8 Million
4.28% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
576,030
shares
|
$61.6 Million
0.02% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
567,950
shares
|
$60.8 Million
0.45% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
566,331
shares
|
$60.6 Million
0.64% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
552,541
shares
|
$59.1 Million
0.09% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
536,670
shares
|
$57.4 Million
0.8% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
508,604
shares
|
$54.4 Million
0.08% of portfolio
|
Q3 2025
Added 101.44%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
497,248
shares
|
$53.2 Million
2.03% of portfolio
|
Q3 2025
Added 0.14%
|
|