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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
100,548
shares
|
$10.5 Million
0.45% of portfolio
|
Q3 2023
Added 4.65%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
100,299
shares
|
$10.5 Million
1.01% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
99,802
shares
|
$10.5 Million
0.87% of portfolio
|
Q1 2025
Added 666.35%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
99,004
shares
|
$10.4 Million
4.32% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
98,799
shares
|
$10.3 Million
0.68% of portfolio
|
Q4 2022
Reduced 35.1%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
97,442
shares
|
$10.2 Million
4.38% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
97,295
shares
|
$10.2 Million
1.8% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
96,378
shares
|
$10.1 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
96,035
shares
|
$10.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
94,979
shares
|
$9.95 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
94,691
shares
|
$9.92 Million
0.28% of portfolio
|
Q1 2025
Reduced 58.48%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
94,675
shares
|
$9.92 Million
0.72% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
94,125
shares
|
$9.86 Million
5.66% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
93,930
shares
|
$9.84 Million
1.97% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
93,757
shares
|
$9.82 Million
0.48% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
93,754
shares
|
$9.82 Million
0.84% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
93,606
shares
|
$9.8 Million
0.92% of portfolio
|
Q1 2025
Added 39.15%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
92,391
shares
|
$9.68 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
92,057
shares
|
$9.64 Million
2.67% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
91,750
shares
|
$9.61 Million
1.56% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
91,634
shares
|
$9.6 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
91,332
shares
|
$9.57 Million
4.52% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
90,941
shares
|
$9.52 Million
0.4% of portfolio
|
Q1 2025
Reduced 29.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
90,477
shares
|
$9.48 Million
3.52% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
90,218
shares
|
$9.45 Million
7.46% of portfolio
|
Q1 2025
Reduced 2.24%
|