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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,893
shares
|
$1.25 Million
0.24% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
11,874
shares
|
$1.24 Million
0.6% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
11,846
shares
|
$1.24 Million
0.35% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,843
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 72.06%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
11,815
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 38.48%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
11,788
shares
|
$1.23 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
11,765
shares
|
$1.23 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
11,752
shares
|
$1.23 Million
0.37% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
11,750
shares
|
$1.23 Million
0.07% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,679
shares
|
$1.22 Million
0.36% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
11,678
shares
|
$1.22 Million
0.73% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
11,676
shares
|
$1.22 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
11,674
shares
|
$1.22 Million
1.4% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
11,636
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
11,584
shares
|
$1.21 Million
0.35% of portfolio
|
Q1 2025
Added 52.66%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
11,575
shares
|
$1.21 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
11,501
shares
|
$1.2 Million
0.85% of portfolio
|
Q1 2025
Added 37.28%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
11,498
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,498
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2023
Reduced 17.52%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
11,458
shares
|
$1.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 49.06%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
11,349
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
11,275
shares
|
$1.18 Million
0.79% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
11,274
shares
|
$1.18 Million
0.46% of portfolio
|
Q1 2025
New holding
|