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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,237
shares
|
$548,471
0.1% of portfolio
|
Q3 2023
Added 3.87%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,236
shares
|
$548,366
0.08% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
5,185
shares
|
$543,025
0.06% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
5,167
shares
|
$541,139
0.17% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
5,143
shares
|
$538,626
0.09% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
5,124
shares
|
$536,636
0.15% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
5,115
shares
|
$535,693
0.04% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
5,110
shares
|
$535,170
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,108
shares
|
$534,960
0.05% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,105
shares
|
$534,646
0.06% of portfolio
|
Q1 2025
Added 158.22%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
5,086
shares
|
$532,656
0.27% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
5,080
shares
|
$532,028
0.0% of portfolio
|
Q1 2025
Added 253900.0%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
5,026
shares
|
$526,372
0.13% of portfolio
|
Q1 2025
Reduced 58.95%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,025
shares
|
$526,268
0.11% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,025
shares
|
$526,268
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
5,000
shares
|
$523,650
0.43% of portfolio
|
Q3 2020
New holding
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
5,000
shares
|
$523,650
0.25% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
5,000
shares
|
$523,650
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
5,000
shares
|
$523,650
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
4,999
shares
|
$523,545
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,985
shares
|
$522,079
0.13% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,980
shares
|
$521,555
0.15% of portfolio
|
Q4 2022
Reduced 15.31%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
4,971
shares
|
$520,612
0.18% of portfolio
|
Q4 2024
Reduced 41.98%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
4,964
shares
|
$519,879
0.8% of portfolio
|
Q1 2022
Reduced 3.87%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,962
shares
|
$519,670
0.12% of portfolio
|
Q4 2022
Reduced 3.93%
|