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 |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
286,747
shares
|
$29.7 Million
9.26% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
285,614
shares
|
$29.6 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
282,166
shares
|
$29.2 Million
1.41% of portfolio
|
Q1 2025
Reduced 20.53%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
275,601
shares
|
$28.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
274,971
shares
|
$28.5 Million
3.41% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
273,423
shares
|
$28.3 Million
0.48% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
273,138
shares
|
$28.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
270,274
shares
|
$28 Million
0.36% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
265,906
shares
|
$27.6 Million
1.2% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
264,200
shares
|
$27.4 Million
0.04% of portfolio
|
Q1 2025
Added 172.29%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
259,792
shares
|
$26.9 Million
2.42% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
258,852
shares
|
$26.8 Million
4.74% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
255,855
shares
|
$26.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
253,598
shares
|
$26.3 Million
3.0% of portfolio
|
Q2 2025
Reduced 47.21%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
252,441
shares
|
$26.2 Million
0.53% of portfolio
|
Q4 2022
Added 27.24%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
250,393
shares
|
$25.9 Million
2.67% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
250,193
shares
|
$25.9 Million
0.74% of portfolio
|
Q1 2025
Added 6570.03%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
249,679
shares
|
$25.9 Million
3.23% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
248,997
shares
|
$25.8 Million
0.95% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
247,279
shares
|
$25.6 Million
0.41% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
242,805
shares
|
$25.2 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
241,400
shares
|
$25 Million
0.61% of portfolio
|
Q1 2020
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
240,290
shares
|
$24.9 Million
7.11% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
237,821
shares
|
$24.6 Million
3.61% of portfolio
|
Q1 2025
Added 62.36%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
237,201
shares
|
$24.6 Million
2.68% of portfolio
|
Q1 2025
Added 4.5%
|