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 1,699 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
11,015
shares
|
$1.14 Million
0.76% of portfolio
|
Q1 2025
Added 86.79%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
11,001
shares
|
$1.14 Million
0.21% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
10,993
shares
|
$1.14 Million
0.64% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
10,982
shares
|
$1.14 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
10,961
shares
|
$1.13 Million
0.64% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
10,807
shares
|
$1.12 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
10,749
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
10,711
shares
|
$1.11 Million
0.28% of portfolio
|
Q1 2025
Added 56.82%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
10,709
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,706
shares
|
$1.11 Million
0.58% of portfolio
|
Q1 2024
Added 54.35%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
10,681
shares
|
$1.11 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,639
shares
|
$1.1 Million
0.69% of portfolio
|
Q2 2024
Added 12.89%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
10,588
shares
|
$1.1 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
10,570
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
10,564
shares
|
$1.09 Million
0.43% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
10,560
shares
|
$1.09 Million
0.33% of portfolio
|
Q2 2025
Reduced 40.29%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
10,533
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
10,508
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 60.26%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
10,479
shares
|
$1.08 Million
0.23% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,375
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
10,329
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
10,298
shares
|
$1.07 Million
0.81% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
10,274
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 49.4%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,182
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 41.48%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
10,170
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Added 0.11%
|