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 |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
33,181
shares
|
$3.48 Million
1.39% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
33,165
shares
|
$3.47 Million
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
33,000
shares
|
$3.46 Million
4.72% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
32,973
shares
|
$3.45 Million
1.93% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
32,551
shares
|
$3.41 Million
1.64% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
32,487
shares
|
$3.4 Million
1.35% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
32,467
shares
|
$3.4 Million
0.08% of portfolio
|
Q1 2025
Added 42.61%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
32,279
shares
|
$3.38 Million
1.35% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
32,146
shares
|
$3.37 Million
0.12% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
31,945
shares
|
$3.35 Million
4.17% of portfolio
|
Q2 2022
Reduced 4.7%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
31,639
shares
|
$3.31 Million
1.35% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
31,561
shares
|
$3.31 Million
1.25% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
31,505
shares
|
$3.3 Million
0.71% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
31,423
shares
|
$3.29 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
31,360
shares
|
$3.28 Million
2.89% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
31,294
shares
|
$3.28 Million
0.35% of portfolio
|
Q1 2025
Reduced 62.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
31,287
shares
|
$3.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
30,870
shares
|
$3.23 Million
0.06% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
30,832
shares
|
$3.23 Million
0.04% of portfolio
|
Q1 2025
Added 828.67%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
30,748
shares
|
$3.22 Million
0.14% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
30,687
shares
|
$3.21 Million
2.63% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
30,521
shares
|
$3.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
30,515
shares
|
$3.2 Million
1.3% of portfolio
|
Q4 2023
Added 60.55%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
30,474
shares
|
$3.19 Million
0.62% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
30,213
shares
|
$3.16 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.04%
|