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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
16,924
shares
|
$1.76 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
16,821
shares
|
$1.75 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
16,782
shares
|
$1.74 Million
1.63% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
16,644
shares
|
$1.73 Million
1.01% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
16,526
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
16,476
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,451
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
16,395
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
16,309
shares
|
$1.69 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
16,278
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 36.86%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
16,126
shares
|
$1.67 Million
0.69% of portfolio
|
Q1 2025
Reduced 80.89%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,117
shares
|
$1.67 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
16,080
shares
|
$1.67 Million
0.19% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
16,073
shares
|
$1.67 Million
0.61% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
16,041
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
15,826
shares
|
$1.64 Million
0.62% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
15,775
shares
|
$1.64 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
15,713
shares
|
$1.63 Million
0.06% of portfolio
|
Q1 2025
Added 34.75%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
15,673
shares
|
$1.63 Million
0.73% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
15,605
shares
|
$1.62 Million
0.54% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
15,568
shares
|
$1.62 Million
0.44% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
15,550
shares
|
$1.61 Million
1.12% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
15,526
shares
|
$1.61 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
15,500
shares
|
$1.61 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,444
shares
|
$1.6 Million
0.31% of portfolio
|
Q1 2025
Added 8.83%
|