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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
14,318
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
14,318
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
14,198
shares
|
$1.49 Million
0.22% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
14,177
shares
|
$1.48 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
14,111
shares
|
$1.48 Million
0.23% of portfolio
|
Q1 2025
Added 170.07%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
14,017
shares
|
$1.47 Million
0.24% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
13,985
shares
|
$1.46 Million
0.64% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
13,985
shares
|
$1.46 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
13,913
shares
|
$1.46 Million
0.18% of portfolio
|
Q1 2025
Reduced 87.46%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
13,835
shares
|
$1.45 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
13,830
shares
|
$1.45 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
13,626
shares
|
$1.43 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
13,555
shares
|
$1.42 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
13,543
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
Reduced 46.04%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
13,353
shares
|
$1.4 Million
0.58% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
13,350
shares
|
$1.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,285
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
13,226
shares
|
$1.39 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
13,183
shares
|
$1.38 Million
0.53% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
13,103
shares
|
$1.37 Million
0.42% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,097
shares
|
$1.37 Million
0.33% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,063
shares
|
$1.37 Million
0.08% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
13,030
shares
|
$1.36 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
12,936
shares
|
$1.35 Million
0.43% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,871
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.99%
|