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 |
|---|---|---|---|---|---|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
11,616
shares
|
$1.24 Million
0.83% of portfolio
|
Q3 2025
Added 56.8%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
11,572
shares
|
$1.24 Million
0.64% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
11,566
shares
|
$1.24 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,498
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2023
Reduced 17.52%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
11,491
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
11,413
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2025
Added 53.42%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
11,412
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,412
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2025
Added 86.44%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
11,401
shares
|
$1.22 Million
0.26% of portfolio
|
Q3 2025
Added 89.13%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
11,385
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
11,380
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
11,275
shares
|
$1.21 Million
0.71% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,263
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Added 210.53%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,248
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,235
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2025
Added 119.09%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
11,213
shares
|
$1.2 Million
0.22% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,148
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.0%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
11,123
shares
|
$1.19 Million
0.91% of portfolio
|
Q4 2025
Added 6.89%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
11,101
shares
|
$1.19 Million
0.57% of portfolio
|
Q3 2025
Reduced 26.45%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
11,044
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2025
Added 39.41%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
11,040
shares
|
$1.18 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
11,039
shares
|
$1.18 Million
1.16% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
11,009
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
11,009
shares
|
$1.18 Million
0.74% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
11,002
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2025
Reduced 10.18%
|
|