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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
70,611
shares
|
$7.4 Million
0.98% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
70,307
shares
|
$7.36 Million
0.91% of portfolio
|
Q3 2022
Reduced 44.57%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
70,173
shares
|
$7.35 Million
1.48% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
69,944
shares
|
$7.33 Million
3.31% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
69,814
shares
|
$7.31 Million
1.67% of portfolio
|
Q1 2025
Added 182.26%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
69,467
shares
|
$7.28 Million
2.76% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
69,148
shares
|
$7.24 Million
2.24% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
69,123
shares
|
$7.24 Million
1.55% of portfolio
|
Q1 2025
Added 43.55%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
68,671
shares
|
$7.19 Million
4.61% of portfolio
|
Q1 2024
Added 8.97%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
68,465
shares
|
$7.17 Million
4.69% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
68,164
shares
|
$7.14 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
67,947
shares
|
$7.12 Million
1.78% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
67,868
shares
|
$7.11 Million
1.58% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
67,814
shares
|
$7.1 Million
3.8% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
67,564
shares
|
$7.08 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
67,324
shares
|
$7.05 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
66,475
shares
|
$6.96 Million
0.51% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
66,038
shares
|
$6.92 Million
3.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,009
shares
|
$6.91 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
65,825
shares
|
$6.89 Million
0.39% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
65,358
shares
|
$6.84 Million
1.18% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
65,192
shares
|
$6.83 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
65,023
shares
|
$6.81 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
64,844
shares
|
$6.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
64,736
shares
|
$6.78 Million
0.53% of portfolio
|
Q1 2025
Reduced 53.68%
|