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 |
|---|---|---|---|---|---|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
19,440
shares
|
$2.04 Million
0.47% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
19,429
shares
|
$2.03 Million
2.22% of portfolio
|
Q2 2022
Reduced 35.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
19,416
shares
|
$2.03 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
19,363
shares
|
$2.03 Million
0.16% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
19,354
shares
|
$2.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
19,235
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
19,223
shares
|
$2.01 Million
0.89% of portfolio
|
Q1 2025
Reduced 37.47%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
19,218
shares
|
$2.01 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
19,216
shares
|
$2.01 Million
0.8% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,129
shares
|
$2 Million
0.2% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
19,066
shares
|
$2 Million
0.84% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
19,025
shares
|
$1.99 Million
1.06% of portfolio
|
Q4 2022
Added 64.62%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
18,985
shares
|
$1.99 Million
0.5% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
18,842
shares
|
$1.97 Million
0.68% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
18,819
shares
|
$1.97 Million
0.1% of portfolio
|
Q1 2025
Added 78.04%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
18,796
shares
|
$1.97 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
18,566
shares
|
$1.94 Million
0.17% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
18,481
shares
|
$1.94 Million
0.37% of portfolio
|
Q1 2025
Added 135.16%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
18,452
shares
|
$1.93 Million
0.5% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
18,425
shares
|
$1.93 Million
0.08% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
18,415
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Added 75.36%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
18,344
shares
|
$1.92 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
18,265
shares
|
$1.91 Million
1.8% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
18,264
shares
|
$1.91 Million
0.17% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
18,231
shares
|
$1.91 Million
0.17% of portfolio
|
Q1 2025
Added 9.55%
|