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 |
|---|---|---|---|---|---|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
172,325
shares
|
$17.8 Million
15.38% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
171,908
shares
|
$17.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
171,467
shares
|
$17.8 Million
1.66% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
171,330
shares
|
$17.7 Million
0.79% of portfolio
|
Q2 2025
Added 71.67%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
171,248
shares
|
$17.7 Million
5.76% of portfolio
|
Q1 2025
Added 45.02%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
170,253
shares
|
$17.6 Million
1.37% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
169,062
shares
|
$17.5 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
168,209
shares
|
$17.4 Million
1.81% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
165,972
shares
|
$17.2 Million
2.2% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
162,740
shares
|
$16.8 Million
2.69% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
162,024
shares
|
$16.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
161,813
shares
|
$16.8 Million
2.08% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
160,061
shares
|
$16.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
158,373
shares
|
$16.4 Million
0.95% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
154,586
shares
|
$16 Million
4.19% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
153,261
shares
|
$15.9 Million
0.18% of portfolio
|
Q1 2025
Added 42.93%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
153,000
shares
|
$15.8 Million
1.22% of portfolio
|
Q3 2020
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
152,344
shares
|
$15.8 Million
1.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
147,350
shares
|
$15.3 Million
1.09% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
145,181
shares
|
$15 Million
0.68% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
143,173
shares
|
$14.8 Million
9.35% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
143,066
shares
|
$14.8 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
141,291
shares
|
$14.6 Million
1.92% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
140,434
shares
|
$14.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
139,830
shares
|
$14.5 Million
2.22% of portfolio
|
Q1 2025
Added 37.0%
|