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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,375
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
10,329
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
10,298
shares
|
$1.08 Million
0.81% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
10,274
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 49.4%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,182
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 41.48%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
10,170
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
10,141
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,125
shares
|
$1.06 Million
0.83% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,113
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
10,093
shares
|
$1.06 Million
0.34% of portfolio
|
Q1 2025
Added 144.98%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
10,051
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
10,018
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
10,000
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
9,952
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
9,947
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2022
Added 1.02%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,939
shares
|
$1.04 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,863
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2025
Added 23.86%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
9,860
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,854
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
9,853
shares
|
$1.03 Million
0.63% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
9,826
shares
|
$1.03 Million
0.49% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
9,796
shares
|
$1.03 Million
0.63% of portfolio
|
Q2 2024
Reduced 32.6%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
9,765
shares
|
$1.02 Million
0.73% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
9,745
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
9,730
shares
|
$1.02 Million
0.15% of portfolio
|
Q1 2025
New holding
|