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 |
|---|---|---|---|---|---|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
9,624
shares
|
$1.03 Million
0.7% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,469
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Added 38.35%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
9,454
shares
|
$1.01 Million
0.66% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
9,430
shares
|
$1.01 Million
1.07% of portfolio
|
Q3 2025
Reduced 59.56%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,429
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
9,385
shares
|
$1 Million
0.18% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
9,337
shares
|
$998,778
0.29% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
9,303
shares
|
$995,141
0.09% of portfolio
|
Q4 2025
Added 87.56%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
9,287
shares
|
$993,430
0.11% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
9,278
shares
|
$992,467
0.06% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
9,273
shares
|
$991,932
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
9,241
shares
|
$988,509
0.22% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,227
shares
|
$987,012
0.05% of portfolio
|
Q3 2025
Added 24.74%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,219
shares
|
$986,156
0.22% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
9,218
shares
|
$986,049
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,198
shares
|
$983,910
0.01% of portfolio
|
Q3 2025
Reduced 29.81%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
9,147
shares
|
$978,454
0.1% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
9,130
shares
|
$976,636
0.07% of portfolio
|
Q3 2025
Added 63.39%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
9,128
shares
|
$976,422
0.09% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
9,127
shares
|
$976,315
0.12% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,074
shares
|
$970,645
0.07% of portfolio
|
Q3 2022
Added 364.38%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
9,013
shares
|
$964,120
0.29% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
8,940
shares
|
$956,311
0.1% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
8,925
shares
|
$954,707
0.31% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
8,876
shares
|
$949,465
0.06% of portfolio
|
Q2 2025
Reduced 1.44%
|
|