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 1,660 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
65,023
shares
|
$6.84 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
64,732
shares
|
$6.81 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
64,281
shares
|
$6.76 Million
3.54% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
64,195
shares
|
$6.75 Million
0.7% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
63,444
shares
|
$6.67 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
63,384
shares
|
$6.67 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
63,314
shares
|
$6.66 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
63,251
shares
|
$6.65 Million
0.15% of portfolio
|
Q4 2024
Added 33.44%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
62,474
shares
|
$6.57 Million
2.79% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
62,224
shares
|
$6.55 Million
2.59% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
61,725
shares
|
$6.49 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
61,602
shares
|
$6.48 Million
1.15% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
61,437
shares
|
$6.46 Million
0.53% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
60,879
shares
|
$6.4 Million
3.43% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
60,461
shares
|
$6.36 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
60,244
shares
|
$6.34 Million
0.96% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
60,201
shares
|
$6.33 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
60,198
shares
|
$6.33 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
59,879
shares
|
$6.3 Million
0.65% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
59,808
shares
|
$6.29 Million
3.31% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59,749
shares
|
$6.28 Million
0.11% of portfolio
|
Q4 2023
Reduced 34.44%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
59,485
shares
|
$6.26 Million
0.0% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
59,296
shares
|
$6.24 Million
2.33% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
58,835
shares
|
$6.19 Million
2.84% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
58,617
shares
|
$6.17 Million
5.02% of portfolio
|
Q4 2024
Added 64.25%
|