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 1,704 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
677
shares
|
$70,089
0.05% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
670
shares
|
$69,365
0.01% of portfolio
|
Q1 2025
Reduced 42.74%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
663
shares
|
$68,640
0.03% of portfolio
|
Q2 2025
Reduced 58.56%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
643
shares
|
$66,569
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
604
shares
|
$62,532
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
590
shares
|
$61,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
590
shares
|
$61,082
0.0% of portfolio
|
Q1 2025
Added 63.89%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
571
shares
|
$59,115
0.01% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
502
shares
|
$51,972
0.01% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
501
shares
|
$51,868
0.03% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
501
shares
|
$51,868
0.02% of portfolio
|
Q1 2025
Added 127.73%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
496
shares
|
$51,350
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
486
shares
|
$50,315
0.01% of portfolio
|
Q2 2025
Reduced 57.41%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
486
shares
|
$50,315
0.03% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
482
shares
|
$49,901
0.0% of portfolio
|
Q4 2024
Reduced 36.83%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
472
shares
|
$48,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$47,623
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
457
shares
|
$47,313
0.02% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
450
shares
|
$46,588
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
425
shares
|
$44,000
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
423
shares
|
$43,793
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
401
shares
|
$41,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
397
shares
|
$41,101
0.01% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
395
shares
|
$40,894
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
393
shares
|
$40,687
0.02% of portfolio
|
Q2 2025
Added 12.93%
|