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 1,697 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
344,520
shares
|
$35.7 Million
0.24% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
340,685
shares
|
$35.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
336,695
shares
|
$34.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
332,338
shares
|
$34.4 Million
0.29% of portfolio
|
Q1 2025
Added 84.19%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
331,175
shares
|
$34.3 Million
3.21% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
324,026
shares
|
$33.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
323,430
shares
|
$33.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
318,205
shares
|
$33 Million
7.7% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
317,807
shares
|
$32.9 Million
3.39% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
315,235
shares
|
$32.7 Million
2.57% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
313,984
shares
|
$32.5 Million
0.41% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
313,470
shares
|
$32.5 Million
2.15% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
313,052
shares
|
$32.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
311,763
shares
|
$32.3 Million
0.01% of portfolio
|
Q4 2024
Added 1102.7%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
310,573
shares
|
$32.2 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
307,106
shares
|
$31.8 Million
1.15% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
306,696
shares
|
$31.8 Million
2.82% of portfolio
|
Q2 2025
Added 8381.64%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
301,237
shares
|
$31.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Wit, LLC
District Of Columbia, DC |
May 15, 2025 Q1 2025 |
300,008
shares
|
$31.1 Million
0.78% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
296,578
shares
|
$30.7 Million
5.83% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
295,787
shares
|
$30.6 Million
1.65% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
295,299
shares
|
$30.6 Million
2.55% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
293,332
shares
|
$30.4 Million
2.67% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
292,543
shares
|
$30.3 Million
3.15% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
291,936
shares
|
$30.3 Million
5.8% of portfolio
|
Q1 2025
Added 13.7%
|