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 1,674 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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
171,908
shares
|
$18 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
171,624
shares
|
$18 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
171,248
shares
|
$17.9 Million
5.76% of portfolio
|
Q1 2025
Added 45.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
170,715
shares
|
$17.9 Million
0.93% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
169,062
shares
|
$17.7 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
168,209
shares
|
$17.6 Million
1.81% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
162,740
shares
|
$17 Million
2.69% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
162,281
shares
|
$17 Million
1.83% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
162,024
shares
|
$17 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
159,256
shares
|
$16.7 Million
1.61% of portfolio
|
Q1 2025
Added 55.41%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
156,413
shares
|
$16.4 Million
2.3% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
156,069
shares
|
$16.3 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
154,272
shares
|
$16.2 Million
2.0% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
153,261
shares
|
$16.1 Million
0.18% of portfolio
|
Q1 2025
Added 42.93%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
153,000
shares
|
$16 Million
1.22% of portfolio
|
Q3 2020
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
152,344
shares
|
$16 Million
1.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
151,022
shares
|
$15.8 Million
3.74% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
144,024
shares
|
$15.1 Million
2.35% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
143,173
shares
|
$15 Million
9.35% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
143,066
shares
|
$15 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
141,291
shares
|
$14.8 Million
1.92% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
140,434
shares
|
$14.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
140,013
shares
|
$14.7 Million
1.44% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
139,830
shares
|
$14.6 Million
2.22% of portfolio
|
Q1 2025
Added 37.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
139,441
shares
|
$14.6 Million
0.39% of portfolio
|
Q1 2025
Added 10.4%
|