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 |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,232
shares
|
$443,217
0.32% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
4,213
shares
|
$441,227
0.18% of portfolio
|
Q1 2025
Reduced 29.1%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
4,203
shares
|
$440,180
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
4,199
shares
|
$439,761
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
4,192
shares
|
$439,028
0.21% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
4,166
shares
|
$436,305
0.19% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,160
shares
|
$435,676
0.06% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
4,152
shares
|
$434,838
0.02% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
4,130
shares
|
$432,534
0.01% of portfolio
|
Q1 2025
Reduced 24.66%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
4,098
shares
|
$429,183
0.13% of portfolio
|
Q3 2024
Added 47.36%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
4,084
shares
|
$427,717
0.26% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
4,064
shares
|
$425,622
0.35% of portfolio
|
Q1 2025
Added 84.98%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
4,058
shares
|
$424,994
0.2% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,042
shares
|
$423,318
0.09% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
4,039
shares
|
$423,004
0.01% of portfolio
|
Q1 2025
Added 44.25%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
4,020
shares
|
$421,014
0.08% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,017
shares
|
$420,700
0.03% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
4,014
shares
|
$420,386
0.32% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
4,005
shares
|
$419,443
0.2% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
3,994
shares
|
$418,291
1.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
3,984
shares
|
$417,244
0.03% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
3,974
shares
|
$416,197
0.1% of portfolio
|
Q4 2024
Added 51.74%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
3,967
shares
|
$415,463
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
3,961
shares
|
$414,835
0.12% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,955
shares
|
$414,207
0.2% of portfolio
|
Q1 2025
Reduced 48.23%
|