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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
4,506
shares
|
$471,913
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
4,495
shares
|
$470,761
0.3% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
4,481
shares
|
$469,295
0.09% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
4,473
shares
|
$468,457
0.17% of portfolio
|
Q1 2025
Reduced 34.7%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
4,459
shares
|
$466,991
0.14% of portfolio
|
Q4 2024
Reduced 29.38%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
4,409
shares
|
$461,754
0.08% of portfolio
|
Q1 2025
Added 18.55%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
4,397
shares
|
$460,497
0.15% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
4,373
shares
|
$457,984
0.15% of portfolio
|
Q1 2025
Reduced 38.4%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
4,356
shares
|
$456,203
0.16% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
4,352
shares
|
$455,784
0.04% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,345
shares
|
$455,051
0.0% of portfolio
|
Q4 2022
Added 15.68%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,313
shares
|
$451,700
0.28% of portfolio
|
Q4 2023
Reduced 47.93%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,312
shares
|
$451,595
0.01% of portfolio
|
Q1 2025
Added 38.03%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,307
shares
|
$451,072
0.13% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
4,307
shares
|
$451,072
0.36% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,300
shares
|
$450,339
0.26% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
4,300
shares
|
$450,339
0.13% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,297
shares
|
$450,024
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
4,295
shares
|
$449,815
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
4,272
shares
|
$447,406
0.17% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
4,266
shares
|
$446,778
0.09% of portfolio
|
Q3 2022
Reduced 56.32%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
4,257
shares
|
$445,835
0.4% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
4,256
shares
|
$445,730
0.23% of portfolio
|
Q1 2025
Added 83.45%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
4,245
shares
|
$444,578
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,238
shares
|
$443,845
0.03% of portfolio
|
Q1 2025
Reduced 2.1%
|