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 1,766 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 $32.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
490,899
shares
|
$52.5 Million
0.91% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
487,686
shares
|
$52.2 Million
6.61% of portfolio
|
Q3 2025
Reduced 25.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
483,744
shares
|
$51.7 Million
0.02% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
483,367
shares
|
$51.7 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
471,835
shares
|
$50.5 Million
0.02% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
466,899
shares
|
$49.9 Million
1.09% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
465,572
shares
|
$49.8 Million
1.82% of portfolio
|
Q4 2025
Reduced 6.37%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
465,142
shares
|
$49.8 Million
2.4% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
458,812
shares
|
$49.1 Million
1.42% of portfolio
|
Q3 2025
Added 169.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
454,048
shares
|
$48.6 Million
0.73% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
440,878
shares
|
$47.2 Million
0.54% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
440,725
shares
|
$47.1 Million
1.26% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
429,441
shares
|
$45.9 Million
2.78% of portfolio
|
Q3 2022
Added 61.24%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
425,485
shares
|
$45.5 Million
2.27% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
424,529
shares
|
$45.4 Million
0.35% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
424,360
shares
|
$45.4 Million
0.06% of portfolio
|
Q3 2025
Added 223.67%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
411,699
shares
|
$44 Million
0.41% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,334
shares
|
$43.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
399,283
shares
|
$42.7 Million
0.16% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
397,667
shares
|
$42.5 Million
0.31% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
392,810
shares
|
$42 Million
0.19% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
392,035
shares
|
$41.9 Million
3.47% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
377,905
shares
|
$40.4 Million
0.54% of portfolio
|
Q3 2025
Added 34.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
376,398
shares
|
$40.3 Million
0.24% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
375,677
shares
|
$40.2 Million
2.36% of portfolio
|
Q3 2025
Reduced 1.98%
|
|