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 1,586 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
127,351
shares
|
$13.6 Million
0.19% of portfolio
|
Q4 2024
Added 2644.04%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
126,700
shares
|
$13.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
126,265
shares
|
$13.5 Million
1.0% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
125,121
shares
|
$13.4 Million
0.13% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
124,800
shares
|
$13.3 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
124,193
shares
|
$13.3 Million
1.46% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
123,620
shares
|
$13.2 Million
0.56% of portfolio
|
Q1 2023
Reduced 3.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
123,268
shares
|
$13.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
122,849
shares
|
$13.1 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
121,464
shares
|
$13 Million
0.45% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
118,925
shares
|
$12.7 Million
4.2% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
118,819
shares
|
$12.7 Million
0.51% of portfolio
|
Q3 2024
Added 28.77%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
117,590
shares
|
$12.5 Million
5.55% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
116,562
shares
|
$12.4 Million
0.77% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
116,177
shares
|
$12.4 Million
0.08% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
115,183
shares
|
$12.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
114,529
shares
|
$12.2 Million
1.98% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
114,407
shares
|
$12.2 Million
1.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
114,290
shares
|
$12.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
113,533
shares
|
$12.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 28.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
113,324
shares
|
$12.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
112,935
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
112,823
shares
|
$12 Million
6.18% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
112,364
shares
|
$12 Million
2.04% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
112,031
shares
|
$12 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.26%
|