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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
57,911
shares
|
$6.07 Million
0.63% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
57,889
shares
|
$6.06 Million
2.79% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
57,520
shares
|
$6.02 Million
4.87% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
57,207
shares
|
$5.99 Million
3.92% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
57,107
shares
|
$5.98 Million
2.19% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
56,834
shares
|
$5.95 Million
3.45% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
56,625
shares
|
$5.93 Million
0.31% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
55,215
shares
|
$5.78 Million
1.32% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
55,129
shares
|
$5.77 Million
0.63% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
54,672
shares
|
$5.73 Million
4.27% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
54,446
shares
|
$5.7 Million
1.59% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
54,387
shares
|
$5.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 39.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
54,123
shares
|
$5.67 Million
0.34% of portfolio
|
Q1 2025
Reduced 23.14%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
53,922
shares
|
$5.65 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
53,893
shares
|
$5.64 Million
1.01% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
53,628
shares
|
$5.62 Million
0.15% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
53,527
shares
|
$5.61 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,662
shares
|
$5.52 Million
0.45% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,794
shares
|
$5.42 Million
0.43% of portfolio
|
Q4 2023
Added 58.37%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
51,452
shares
|
$5.39 Million
1.98% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
51,349
shares
|
$5.38 Million
1.75% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
50,634
shares
|
$5.3 Million
4.32% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
50,576
shares
|
$5.3 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
50,189
shares
|
$5.26 Million
0.52% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
49,897
shares
|
$5.23 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.99%
|