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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
12,863
shares
|
$1.35 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,708
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
12,685
shares
|
$1.33 Million
0.1% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
12,680
shares
|
$1.33 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
12,666
shares
|
$1.33 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
12,551
shares
|
$1.31 Million
0.55% of portfolio
|
Q4 2023
Added 120.93%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
12,535
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2023
Reduced 22.55%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
12,488
shares
|
$1.31 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
12,430
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,413
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
12,378
shares
|
$1.3 Million
0.15% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
12,321
shares
|
$1.29 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
12,270
shares
|
$1.29 Million
0.58% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,220
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
12,190
shares
|
$1.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
12,180
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
12,143
shares
|
$1.27 Million
0.63% of portfolio
|
Q1 2025
Reduced 50.44%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
12,130
shares
|
$1.27 Million
0.2% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
12,124
shares
|
$1.27 Million
1.05% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
12,113
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
12,101
shares
|
$1.27 Million
0.28% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
11,952
shares
|
$1.25 Million
0.54% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
11,945
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
11,938
shares
|
$1.25 Million
1.04% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
11,911
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.58%
|