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 |
|---|---|---|---|---|---|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,382
shares
|
$249,466
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,376
shares
|
$248,838
0.07% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
2,373
shares
|
$248,524
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,373
shares
|
$248,524
0.05% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
2,369
shares
|
$248,105
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
2,365
shares
|
$247,686
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
2,355
shares
|
$246,639
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
2,351
shares
|
$246,220
0.01% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
2,328
shares
|
$243,811
0.02% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
2,325
shares
|
$243,497
0.19% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,321
shares
|
$243,078
0.05% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
2,320
shares
|
$242,973
0.12% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
2,319
shares
|
$242,868
0.1% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,315
shares
|
$242,449
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
2,310
shares
|
$241,926
0.11% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,303
shares
|
$241,193
0.05% of portfolio
|
Q2 2024
Reduced 81.84%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
2,290
shares
|
$239,831
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
2,270
shares
|
$237,737
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,250
shares
|
$235,642
0.24% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,238
shares
|
$234,385
0.04% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,212
shares
|
$231,662
0.16% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
2,211
shares
|
$231,558
0.09% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
2,197
shares
|
$230,091
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,184
shares
|
$228,730
0.02% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
2,177
shares
|
$227,997
0.16% of portfolio
|
Q1 2025
Added 0.23%
|