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 |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
10,736
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
10,720
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2025
Added 47.68%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,706
shares
|
$1.15 Million
0.58% of portfolio
|
Q1 2024
Added 54.35%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
10,706
shares
|
$1.15 Million
0.4% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
10,683
shares
|
$1.14 Million
0.53% of portfolio
|
Q3 2025
Added 124.29%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
10,674
shares
|
$1.14 Million
0.55% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,639
shares
|
$1.14 Million
0.69% of portfolio
|
Q2 2024
Added 12.89%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
10,635
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
10,588
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
10,570
shares
|
$1.13 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
10,529
shares
|
$1.13 Million
0.42% of portfolio
|
Q3 2025
Added 53.6%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
10,519
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
10,505
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
10,447
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
10,435
shares
|
$1.12 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
10,384
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2025
Added 33.21%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,375
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
10,329
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
10,306
shares
|
$1.1 Million
0.52% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
10,266
shares
|
$1.1 Million
0.64% of portfolio
|
Q4 2025
Added 3.21%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
10,204
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2025
Added 11.64%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,181
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
10,180
shares
|
$1.09 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
10,163
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10,136
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Added 5.8%
|
|