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 1,697 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,570,205
shares
|
$266 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,545,255
shares
|
$264 Million
6.77% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,294,904
shares
|
$238 Million
0.05% of portfolio
|
Q1 2025
Added 26.29%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,987,573
shares
|
$206 Million
0.36% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,819,938
shares
|
$188 Million
0.64% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,743,638
shares
|
$181 Million
0.07% of portfolio
|
Q1 2025
Added 57.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,608,091
shares
|
$166 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,591,608
shares
|
$165 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,577,162
shares
|
$163 Million
1.44% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,539,565
shares
|
$159 Million
0.05% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,510,950
shares
|
$156 Million
0.14% of portfolio
|
Q1 2025
Added 27.18%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
1,294,303
shares
|
$134 Million
3.43% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
1,274,502
shares
|
$132 Million
4.84% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,246,713
shares
|
$129 Million
2.41% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,216,314
shares
|
$126 Million
0.33% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,199,402
shares
|
$124 Million
0.02% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,158,013
shares
|
$120 Million
0.06% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
1,130,272
shares
|
$117 Million
0.02% of portfolio
|
Q1 2025
Added 634.72%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,113,045
shares
|
$115 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,079,513
shares
|
$112 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,034,280
shares
|
$107 Million
0.66% of portfolio
|
Q1 2025
Added 76.88%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
958,617
shares
|
$99.2 Million
7.1% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
949,055
shares
|
$98.3 Million
0.84% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
902,647
shares
|
$93.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
875,802
shares
|
$90.7 Million
2.41% of portfolio
|
Q1 2025
Reduced 43.5%
|