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 1,763 institutions that hold shares in the stock, with a total of 308 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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
375,677
shares
|
$40.2 Million
2.36% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
374,003
shares
|
$40 Million
1.5% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
367,109
shares
|
$39.3 Million
2.19% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
360,653
shares
|
$38.6 Million
0.63% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
356,037
shares
|
$38.1 Million
0.06% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
353,210
shares
|
$37.8 Million
0.07% of portfolio
|
Q3 2025
Added 391.99%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
349,470
shares
|
$37.4 Million
2.62% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
345,357
shares
|
$36.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
339,367
shares
|
$36.3 Million
2.99% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
338,864
shares
|
$36.2 Million
2.62% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
338,053
shares
|
$36.2 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
313,542
shares
|
$33.5 Million
4.09% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
313,398
shares
|
$33.5 Million
1.15% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
311,763
shares
|
$33.3 Million
0.01% of portfolio
|
Q4 2024
Added 1102.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
310,881
shares
|
$33.3 Million
0.09% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
310,573
shares
|
$33.2 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
305,680
shares
|
$32.7 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
300,000
shares
|
$32.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 83.09%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
296,651
shares
|
$31.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
295,787
shares
|
$31.6 Million
1.65% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
295,362
shares
|
$31.6 Million
2.51% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
290,001
shares
|
$31 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
287,730
shares
|
$30.8 Million
3.24% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
286,654
shares
|
$30.7 Million
6.48% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
285,100
shares
|
$30.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 50.01%
|
|