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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
16,896
shares
|
$1.81 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
16,818
shares
|
$1.8 Million
0.35% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
16,795
shares
|
$1.8 Million
0.68% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
16,765
shares
|
$1.79 Million
0.16% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
16,740
shares
|
$1.79 Million
0.5% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
16,676
shares
|
$1.78 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
16,546
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 06, 2025 Q3 2025 |
16,531
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
16,502
shares
|
$1.77 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
16,494
shares
|
$1.76 Million
1.12% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
16,430
shares
|
$1.76 Million
1.32% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
16,430
shares
|
$1.76 Million
0.67% of portfolio
|
Q3 2025
Added 44.33%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
16,420
shares
|
$1.76 Million
1.4% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
16,256
shares
|
$1.74 Million
0.24% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
16,211
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
16,148
shares
|
$1.73 Million
1.18% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
16,041
shares
|
$1.72 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
15,982
shares
|
$1.71 Million
1.13% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
15,968
shares
|
$1.71 Million
0.51% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
15,934
shares
|
$1.7 Million
1.17% of portfolio
|
Q4 2025
Added 54.76%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
15,932
shares
|
$1.7 Million
0.21% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,755
shares
|
$1.69 Million
0.27% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
15,716
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,624
shares
|
$1.67 Million
0.32% of portfolio
|
Q3 2025
Added 128.12%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
15,557
shares
|
$1.66 Million
1.18% of portfolio
|
Q3 2025
Added 641.87%
|
|