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 |
|---|---|---|---|---|---|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
18,169
shares
|
$1.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
18,121
shares
|
$1.9 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
18,015
shares
|
$1.89 Million
0.43% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
18,006
shares
|
$1.89 Million
0.18% of portfolio
|
Q3 2022
Reduced 18.96%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,972
shares
|
$1.88 Million
0.28% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
17,804
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 645.56%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
17,684
shares
|
$1.85 Million
0.63% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
17,661
shares
|
$1.85 Million
0.66% of portfolio
|
Q1 2025
Reduced 75.38%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
17,599
shares
|
$1.84 Million
0.47% of portfolio
|
Q1 2025
Added 21.94%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
17,518
shares
|
$1.83 Million
0.15% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
17,505
shares
|
$1.83 Million
0.86% of portfolio
|
Q4 2023
Added 8.32%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
17,411
shares
|
$1.82 Million
0.25% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
17,406
shares
|
$1.82 Million
1.36% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
17,387
shares
|
$1.82 Million
0.37% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
17,331
shares
|
$1.82 Million
1.44% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
17,243
shares
|
$1.81 Million
0.68% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
17,118
shares
|
$1.79 Million
0.88% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17,088
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 21.84%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
17,084
shares
|
$1.79 Million
0.43% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
17,037
shares
|
$1.78 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,008
shares
|
$1.78 Million
0.44% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
16,986
shares
|
$1.78 Million
1.18% of portfolio
|
Q1 2025
Reduced 25.29%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
16,924
shares
|
$1.77 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
16,821
shares
|
$1.76 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
16,782
shares
|
$1.76 Million
1.63% of portfolio
|
Q1 2025
Added 10.85%
|