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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
23,087
shares
|
$2.42 Million
0.15% of portfolio
|
Q1 2025
Added 29.32%
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
23,079
shares
|
$2.42 Million
1.28% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
22,642
shares
|
$2.37 Million
1.78% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
22,560
shares
|
$2.36 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
May 02, 2025 Q1 2025 |
22,386
shares
|
$2.34 Million
0.49% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
22,208
shares
|
$2.33 Million
0.1% of portfolio
|
Q2 2020
Reduced 21.38%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
22,207
shares
|
$2.33 Million
1.16% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
22,176
shares
|
$2.32 Million
0.52% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
22,162
shares
|
$2.32 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,140
shares
|
$2.32 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
21,936
shares
|
$2.3 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
21,895
shares
|
$2.29 Million
0.08% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,788
shares
|
$2.28 Million
1.68% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
21,531
shares
|
$2.25 Million
0.64% of portfolio
|
Q1 2025
Added 49.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,477
shares
|
$2.25 Million
0.13% of portfolio
|
Q1 2025
Reduced 51.59%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
21,409
shares
|
$2.24 Million
1.45% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
21,337
shares
|
$2.23 Million
2.55% of portfolio
|
Q1 2025
Reduced 37.96%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
21,322
shares
|
$2.23 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,298
shares
|
$2.23 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
21,059
shares
|
$2.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 42.66%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
21,012
shares
|
$2.2 Million
1.79% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
20,989
shares
|
$2.2 Million
0.32% of portfolio
|
Q1 2025
Reduced 33.87%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
20,987
shares
|
$2.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
20,889
shares
|
$2.19 Million
0.39% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
20,787
shares
|
$2.18 Million
1.1% of portfolio
|
Q1 2025
Reduced 12.85%
|