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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,206
shares
|
$663,855
0.06% of portfolio
|
Q3 2025
Reduced 34.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
6,201
shares
|
$663,320
0.07% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
6,185
shares
|
$661,609
0.41% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
6,184
shares
|
$661,502
0.01% of portfolio
|
Q2 2025
Added 308.99%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
6,152
shares
|
$658,079
0.42% of portfolio
|
Q3 2025
Reduced 58.65%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
6,115
shares
|
$654,121
0.09% of portfolio
|
Q3 2025
Added 35.8%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
6,103
shares
|
$652,837
0.47% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
6,095
shares
|
$651,982
0.33% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
6,068
shares
|
$649,093
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
6,066
shares
|
$648,880
0.26% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
6,061
shares
|
$648,345
0.16% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
6,060
shares
|
$648,238
0.11% of portfolio
|
Q3 2025
Reduced 85.06%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
6,060
shares
|
$648,238
0.03% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
6,015
shares
|
$643,424
0.41% of portfolio
|
Q3 2025
Reduced 34.94%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
6,001
shares
|
$641,926
0.28% of portfolio
|
Q3 2025
Reduced 23.85%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
5,985
shares
|
$640,215
0.09% of portfolio
|
Q3 2025
Added 34.28%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
5,944
shares
|
$635,829
0.38% of portfolio
|
Q4 2025
Reduced 15.36%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,912
shares
|
$632,406
0.1% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
5,902
shares
|
$631,336
0.17% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
5,885
shares
|
$629,518
0.14% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
5,877
shares
|
$628,662
0.01% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
5,874
shares
|
$628,341
0.38% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
5,846
shares
|
$625,346
0.08% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
5,842
shares
|
$624,918
0.35% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
5,812
shares
|
$621,709
0.16% of portfolio
|
Q4 2025
Reduced 1.22%
|
|