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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
9,210
shares
|
$964,563
0.3% of portfolio
|
Q1 2025
Reduced 54.84%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
9,095
shares
|
$952,519
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,074
shares
|
$950,320
0.07% of portfolio
|
Q3 2022
Added 364.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,063
shares
|
$949,167
0.04% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
9,037
shares
|
$946,445
0.12% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
9,017
shares
|
$944,350
0.11% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
9,017
shares
|
$944,350
0.31% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,009
shares
|
$943,512
0.3% of portfolio
|
Q1 2025
Reduced 27.77%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
9,007
shares
|
$943,303
0.1% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
9,006
shares
|
$943,198
0.07% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
8,985
shares
|
$940,999
0.04% of portfolio
|
Q1 2025
Reduced 43.0%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
8,956
shares
|
$937,961
0.2% of portfolio
|
Q1 2025
Added 153.71%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
8,900
shares
|
$932,097
0.99% of portfolio
|
Q1 2025
Reduced 61.97%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
8,879
shares
|
$929,897
0.46% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
8,871
shares
|
$929,059
0.92% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
8,861
shares
|
$928,012
0.26% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
8,833
shares
|
$925,080
0.59% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8,795
shares
|
$921,100
0.19% of portfolio
|
Q4 2024
Reduced 26.56%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
8,739
shares
|
$915,235
1.06% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,733
shares
|
$914,607
0.03% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
8,730
shares
|
$914,292
0.67% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
8,729
shares
|
$914,188
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
8,705
shares
|
$911,674
0.45% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
8,700
shares
|
$911,151
0.19% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
8,696
shares
|
$910,732
0.37% of portfolio
|
Q1 2025
Added 2.2%
|