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 1,672 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 $35.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
121,650
shares
|
$12.7 Million
2.39% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
118,556
shares
|
$12.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
117,102
shares
|
$12.3 Million
4.86% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
115,750
shares
|
$12.1 Million
0.17% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
115,299
shares
|
$12.1 Million
4.26% of portfolio
|
Q1 2025
Added 31.45%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
113,947
shares
|
$11.9 Million
5.4% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
113,324
shares
|
$11.9 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
110,965
shares
|
$11.6 Million
1.03% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
110,904
shares
|
$11.6 Million
2.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
110,169
shares
|
$11.5 Million
1.02% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
109,205
shares
|
$11.4 Million
4.48% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
108,769
shares
|
$11.4 Million
1.13% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
108,111
shares
|
$11.3 Million
17.8% of portfolio
|
Q4 2022
Reduced 28.96%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
108,048
shares
|
$11.3 Million
12.48% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
107,542
shares
|
$11.3 Million
3.28% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
105,904
shares
|
$11.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 36.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
104,911
shares
|
$11 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
104,634
shares
|
$11 Million
0.26% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
104,363
shares
|
$10.9 Million
2.03% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
103,625
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
103,411
shares
|
$10.8 Million
0.38% of portfolio
|
Q1 2025
Added 24.97%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
102,396
shares
|
$10.7 Million
2.87% of portfolio
|
Q2 2022
Added 219.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
102,254
shares
|
$10.7 Million
0.73% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
101,806
shares
|
$10.7 Million
1.91% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
101,592
shares
|
$10.6 Million
0.15% of portfolio
|
Q1 2025
Added 1.83%
|