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 |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
199,418
shares
|
$20.7 Million
2.83% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
198,644
shares
|
$20.6 Million
0.83% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
198,130
shares
|
$20.6 Million
7.81% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
198,130
shares
|
$20.6 Million
8.04% of portfolio
|
Q4 2022
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
197,603
shares
|
$20.5 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
196,696
shares
|
$20.4 Million
3.92% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
196,414
shares
|
$20.4 Million
0.19% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
195,745
shares
|
$20.3 Million
1.5% of portfolio
|
Q2 2022
Added 3.98%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
192,248
shares
|
$20 Million
2.76% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
191,747
shares
|
$19.9 Million
0.65% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
190,953
shares
|
$19.8 Million
0.46% of portfolio
|
Q1 2025
Added 29.28%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
187,847
shares
|
$19.5 Million
4.19% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
187,774
shares
|
$19.5 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
186,183
shares
|
$19.3 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
185,519
shares
|
$19.3 Million
4.19% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
184,625
shares
|
$19.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
184,426
shares
|
$19.2 Million
0.49% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
181,018
shares
|
$18.8 Million
4.15% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
179,468
shares
|
$18.6 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
177,333
shares
|
$18.4 Million
0.93% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
177,061
shares
|
$18.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
174,867
shares
|
$18.2 Million
3.51% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
172,989
shares
|
$18 Million
7.1% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
172,436
shares
|
$17.9 Million
0.64% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
172,325
shares
|
$17.9 Million
15.38% of portfolio
|
Q1 2025
Reduced 1.3%
|