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 |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
12,237
shares
|
$1.31 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
12,221
shares
|
$1.31 Million
0.38% of portfolio
|
Q4 2025
Added 41.55%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
12,217
shares
|
$1.31 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
12,215
shares
|
$1.31 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
12,191
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
12,115
shares
|
$1.3 Million
0.43% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,100
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
12,086
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
12,082
shares
|
$1.29 Million
0.54% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
12,029
shares
|
$1.29 Million
0.17% of portfolio
|
Q3 2025
Added 66.35%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
11,953
shares
|
$1.28 Million
0.54% of portfolio
|
Q4 2025
Reduced 6.27%
|
|
|
Xena Financial Planning, LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
11,918
shares
|
$1.27 Million
1.5% of portfolio
|
Q4 2025
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
11,896
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2025
Added 73.08%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,893
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
11,884
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
11,826
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
11,794
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
11,788
shares
|
$1.26 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
11,776
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Added 58.86%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
11,761
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
11,751
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
11,706
shares
|
$1.25 Million
0.69% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
11,680
shares
|
$1.25 Million
0.53% of portfolio
|
Q3 2025
Added 22.37%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,650
shares
|
$1.25 Million
0.22% of portfolio
|
Q3 2025
Reduced 46.39%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
11,638
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.36%
|
|