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 |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
26,791
shares
|
$2.81 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
26,638
shares
|
$2.79 Million
1.85% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
26,613
shares
|
$2.79 Million
0.79% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
26,597
shares
|
$2.79 Million
0.1% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,581
shares
|
$2.78 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
26,542
shares
|
$2.78 Million
0.24% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
26,490
shares
|
$2.77 Million
0.72% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Safir Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
26,469
shares
|
$2.77 Million
2.23% of portfolio
|
Q1 2025
Added 35.19%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
26,428
shares
|
$2.77 Million
0.59% of portfolio
|
Q1 2024
Added 200.63%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
26,412
shares
|
$2.77 Million
0.12% of portfolio
|
Q4 2024
Added 1023.91%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
26,410
shares
|
$2.77 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
26,388
shares
|
$2.76 Million
0.13% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
26,357
shares
|
$2.76 Million
0.17% of portfolio
|
Q1 2025
Reduced 96.66%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
26,210
shares
|
$2.74 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
26,154
shares
|
$2.74 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
25,878
shares
|
$2.71 Million
0.94% of portfolio
|
Q1 2025
Added 45.38%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
25,744
shares
|
$2.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
25,630
shares
|
$2.68 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
25,551
shares
|
$2.68 Million
2.2% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
25,510
shares
|
$2.67 Million
0.32% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
25,476
shares
|
$2.67 Million
0.41% of portfolio
|
Q1 2025
Reduced 30.29%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
25,472
shares
|
$2.67 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
25,338
shares
|
$2.65 Million
0.79% of portfolio
|
Q1 2025
Reduced 34.06%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,304
shares
|
$2.65 Million
0.11% of portfolio
|
Q3 2023
Reduced 77.01%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
25,237
shares
|
$2.64 Million
0.69% of portfolio
|
Q1 2025
Added 245.76%
|