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 1,677 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
64,301
shares
|
$6.68 Million
4.36% of portfolio
|
Q1 2025
Reduced 34.68%
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
64,245
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
64,144
shares
|
$6.66 Million
0.55% of portfolio
|
Q1 2025
Added 4.41%
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
63,795
shares
|
$6.63 Million
2.41% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
63,444
shares
|
$6.59 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
63,387
shares
|
$6.58 Million
0.15% of portfolio
|
Q1 2025
Added 0.22%
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
62,413
shares
|
$6.48 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
62,236
shares
|
$6.46 Million
5.29% of portfolio
|
Q1 2025
Added 6.17%
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
61,847
shares
|
$6.42 Million
0.33% of portfolio
|
Q1 2025
Added 2.74%
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
61,798
shares
|
$6.42 Million
0.25% of portfolio
|
Q1 2025
Added 21.37%
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
61,725
shares
|
$6.41 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
61,661
shares
|
$6.4 Million
1.91% of portfolio
|
Q1 2025
Added 2.43%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
61,232
shares
|
$6.36 Million
0.99% of portfolio
|
Q1 2025
Added 1.64%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
61,019
shares
|
$6.34 Million
2.7% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
60,775
shares
|
$6.31 Million
3.37% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
60,668
shares
|
$6.3 Million
0.24% of portfolio
|
Q1 2025
Added 10.6%
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
60,356
shares
|
$6.27 Million
1.45% of portfolio
|
Q1 2025
Added 39.71%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
59,822
shares
|
$6.21 Million
0.48% of portfolio
|
Q1 2025
Added 20.94%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59,749
shares
|
$6.2 Million
0.11% of portfolio
|
Q4 2023
Reduced 34.44%
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
59,467
shares
|
$6.18 Million
0.22% of portfolio
|
Q1 2025
Added 125.04%
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
59,037
shares
|
$6.13 Million
0.33% of portfolio
|
Q1 2025
Added 30.15%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
58,823
shares
|
$6.11 Million
3.83% of portfolio
|
Q1 2025
Added 19.54%
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
58,288
shares
|
$6.05 Million
0.32% of portfolio
|
Q1 2025
Added 8.37%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
57,911
shares
|
$6.01 Million
0.63% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
57,889
shares
|
$6.01 Million
2.79% of portfolio
|
Q1 2025
Reduced 1.61%
|