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 |
|---|---|---|---|---|---|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
15,292
shares
|
$1.6 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
15,259
shares
|
$1.6 Million
0.21% of portfolio
|
Q1 2025
Reduced 35.3%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,258
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
15,229
shares
|
$1.59 Million
0.41% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,222
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
15,215
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
15,184
shares
|
$1.59 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
15,141
shares
|
$1.59 Million
1.37% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
15,139
shares
|
$1.59 Million
0.13% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
15,122
shares
|
$1.58 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
15,045
shares
|
$1.58 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
14,961
shares
|
$1.57 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
14,940
shares
|
$1.56 Million
0.66% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
14,924
shares
|
$1.56 Million
0.34% of portfolio
|
Q1 2025
Reduced 29.62%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
14,783
shares
|
$1.55 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
14,740
shares
|
$1.54 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
14,734
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
14,537
shares
|
$1.52 Million
0.66% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,533
shares
|
$1.52 Million
0.08% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
14,530
shares
|
$1.52 Million
0.21% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
14,418
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,394
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2022
Added 42.19%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
14,356
shares
|
$1.5 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
14,334
shares
|
$1.5 Million
0.53% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
14,329
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
Added 28.68%
|