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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
7,455
shares
|
$780,762
0.05% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
7,448
shares
|
$780,029
0.16% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
7,439
shares
|
$779,086
0.09% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,434
shares
|
$778,562
0.45% of portfolio
|
Q2 2024
Reduced 45.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,403
shares
|
$775,316
0.05% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
7,397
shares
|
$774,687
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
7,397
shares
|
$774,687
0.29% of portfolio
|
Q1 2025
Added 33.69%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
7,360
shares
|
$770,812
0.69% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
7,334
shares
|
$768,089
0.25% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
7,315
shares
|
$766,099
0.5% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
7,299
shares
|
$764,424
0.44% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
7,260
shares
|
$760,339
0.28% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,258
shares
|
$760,130
0.05% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
7,247
shares
|
$758,978
0.31% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
7,243
shares
|
$758,559
0.18% of portfolio
|
Q1 2024
Added 123.34%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
7,233
shares
|
$757,512
0.14% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
7,221
shares
|
$756,255
0.31% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
7,220
shares
|
$756,150
0.34% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
7,213
shares
|
$755,417
0.5% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
7,136
shares
|
$747,353
0.03% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
7,123
shares
|
$745,991
0.38% of portfolio
|
Q4 2024
Reduced 14.59%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
7,120
shares
|
$745,677
0.15% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
7,080
shares
|
$741,488
0.01% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
7,036
shares
|
$736,880
0.18% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
6,982
shares
|
$731,224
0.15% of portfolio
|
Q2 2022
Reduced 4.71%
|