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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
90,101
shares
|
$9.44 Million
2.88% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
88,564
shares
|
$9.28 Million
0.15% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
88,233
shares
|
$9.24 Million
0.14% of portfolio
|
Q1 2025
Added 21.77%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
87,434
shares
|
$9.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
87,416
shares
|
$9.16 Million
7.58% of portfolio
|
Q4 2022
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
86,840
shares
|
$9.09 Million
0.99% of portfolio
|
Q1 2025
Added 29.07%
|
|
|
Horiko Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
86,550
shares
|
$9.06 Million
2.69% of portfolio
|
Q4 2024
Added 33.05%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
86,403
shares
|
$9.05 Million
2.42% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
86,198
shares
|
$9.03 Million
4.45% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
85,886
shares
|
$8.99 Million
0.3% of portfolio
|
Q4 2023
Reduced 46.62%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
84,997
shares
|
$8.9 Million
4.76% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
84,667
shares
|
$8.87 Million
2.75% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
82,842
shares
|
$8.68 Million
0.05% of portfolio
|
Q2 2023
Added 332.87%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
82,824
shares
|
$8.67 Million
0.95% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
82,684
shares
|
$8.66 Million
0.36% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
82,435
shares
|
$8.63 Million
0.24% of portfolio
|
Q1 2025
Added 87.35%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82,343
shares
|
$8.62 Million
0.66% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
82,019
shares
|
$8.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
81,515
shares
|
$8.54 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
81,410
shares
|
$8.53 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
80,325
shares
|
$8.41 Million
2.25% of portfolio
|
Q1 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
80,102
shares
|
$8.39 Million
2.15% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
80,000
shares
|
$8.38 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
79,008
shares
|
$8.27 Million
1.07% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
78,390
shares
|
$8.21 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.78%
|