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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
36,681
shares
|
$3.84 Million
0.13% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
36,579
shares
|
$3.83 Million
1.58% of portfolio
|
Q1 2025
Added 61.6%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
36,461
shares
|
$3.82 Million
2.41% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
35,939
shares
|
$3.76 Million
0.5% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
35,447
shares
|
$3.71 Million
3.94% of portfolio
|
Q1 2025
Added 32.32%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
35,410
shares
|
$3.71 Million
0.44% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
35,231
shares
|
$3.69 Million
0.13% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
35,223
shares
|
$3.69 Million
3.12% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
34,908
shares
|
$3.66 Million
0.12% of portfolio
|
Q1 2025
Reduced 72.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
34,843
shares
|
$3.65 Million
0.16% of portfolio
|
Q1 2025
Added 48.29%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
34,815
shares
|
$3.65 Million
0.39% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
34,611
shares
|
$3.62 Million
0.73% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
34,379
shares
|
$3.6 Million
0.38% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
34,328
shares
|
$3.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
34,226
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
34,131
shares
|
$3.57 Million
0.91% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
33,984
shares
|
$3.56 Million
0.34% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
33,916
shares
|
$3.55 Million
0.11% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
33,851
shares
|
$3.55 Million
0.09% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
33,548
shares
|
$3.51 Million
2.0% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
33,320
shares
|
$3.49 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
33,308
shares
|
$3.49 Million
2.06% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
33,282
shares
|
$3.49 Million
0.73% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
33,275
shares
|
$3.48 Million
0.62% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Investment Management Associates Inc
|
Apr 30, 2025 Q1 2025 |
33,191
shares
|
$3.48 Million
1.52% of portfolio
|
Q1 2024
Reduced 6.02%
|