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 |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,725
shares
|
$4.16 Million
2.06% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
39,613
shares
|
$4.15 Million
0.53% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
39,606
shares
|
$4.15 Million
0.49% of portfolio
|
Q4 2022
Added 221.97%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
39,249
shares
|
$4.11 Million
0.1% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
39,171
shares
|
$4.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
39,054
shares
|
$4.09 Million
0.13% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
38,743
shares
|
$4.06 Million
0.09% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
38,673
shares
|
$4.05 Million
3.76% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
38,645
shares
|
$4.05 Million
0.7% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
38,632
shares
|
$4.05 Million
1.57% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
38,610
shares
|
$4.04 Million
2.19% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
38,432
shares
|
$4.02 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,346
shares
|
$4.02 Million
0.32% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
38,192
shares
|
$4 Million
0.72% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
38,141
shares
|
$3.99 Million
0.53% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
37,849
shares
|
$3.96 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
37,842
shares
|
$3.96 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
37,730
shares
|
$3.95 Million
0.13% of portfolio
|
Q1 2025
Reduced 42.65%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
37,376
shares
|
$3.91 Million
1.98% of portfolio
|
Q1 2025
Added 23.68%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
37,233
shares
|
$3.9 Million
1.63% of portfolio
|
Q1 2025
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
37,225
shares
|
$3.9 Million
0.77% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
37,015
shares
|
$3.88 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
36,814
shares
|
$3.86 Million
0.62% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36,748
shares
|
$3.85 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
36,688
shares
|
$3.84 Million
0.53% of portfolio
|
Q1 2025
Added 4.73%
|