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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
44,644
shares
|
$4.68 Million
0.07% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44,507
shares
|
$4.66 Million
0.06% of portfolio
|
Q1 2025
Added 55.93%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
44,131
shares
|
$4.62 Million
0.13% of portfolio
|
Q4 2023
Added 320.98%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
43,704
shares
|
$4.58 Million
0.44% of portfolio
|
Q1 2025
Added 19.33%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
43,532
shares
|
$4.56 Million
0.46% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
43,398
shares
|
$4.55 Million
1.91% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
43,200
shares
|
$4.52 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
43,124
shares
|
$4.52 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
42,866
shares
|
$4.49 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.65%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
42,721
shares
|
$4.47 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
42,600
shares
|
$4.46 Million
1.87% of portfolio
|
Q1 2025
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
42,588
shares
|
$4.46 Million
4.19% of portfolio
|
Q1 2025
Added 57.27%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
42,477
shares
|
$4.45 Million
0.21% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
42,419
shares
|
$4.44 Million
1.51% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
42,394
shares
|
$4.44 Million
0.15% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
42,302
shares
|
$4.43 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
42,010
shares
|
$4.4 Million
4.02% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
41,692
shares
|
$4.37 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
41,501
shares
|
$4.35 Million
2.97% of portfolio
|
Q1 2025
Added 65.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
41,456
shares
|
$4.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
41,251
shares
|
$4.32 Million
2.3% of portfolio
|
Q1 2025
Added 61.01%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
41,059
shares
|
$4.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,550
shares
|
$4.25 Million
0.77% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
40,349
shares
|
$4.23 Million
0.4% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,114
shares
|
$4.2 Million
0.57% of portfolio
|
Q1 2025
Added 10.13%
|