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 |
|---|---|---|---|---|---|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$2.64 Million
0.74% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
25,117
shares
|
$2.63 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
25,113
shares
|
$2.63 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
25,093
shares
|
$2.63 Million
0.47% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
25,016
shares
|
$2.62 Million
1.16% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,954
shares
|
$2.61 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
24,862
shares
|
$2.6 Million
0.59% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
24,746
shares
|
$2.59 Million
0.15% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
24,735
shares
|
$2.59 Million
0.64% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
24,707
shares
|
$2.59 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,617
shares
|
$2.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
24,563
shares
|
$2.57 Million
0.14% of portfolio
|
Q1 2025
Added 34.27%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
24,555
shares
|
$2.57 Million
1.74% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
24,491
shares
|
$2.56 Million
0.16% of portfolio
|
Q1 2025
Reduced 85.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
24,450
shares
|
$2.56 Million
0.76% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
24,405
shares
|
$2.56 Million
1.04% of portfolio
|
Q1 2025
Reduced 42.8%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
24,387
shares
|
$2.55 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
24,364
shares
|
$2.55 Million
1.8% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
24,330
shares
|
$2.55 Million
2.09% of portfolio
|
Q4 2022
Reduced 5.35%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
24,145
shares
|
$2.53 Million
0.96% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
23,852
shares
|
$2.5 Million
0.59% of portfolio
|
Q1 2025
Added 30.59%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
23,584
shares
|
$2.47 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
23,438
shares
|
$2.45 Million
0.66% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
23,102
shares
|
$2.42 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
23,087
shares
|
$2.42 Million
0.14% of portfolio
|
Q1 2025
Added 18.22%
|