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 1,661 institutions that hold shares in the stock, with a total of 321 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
102,375
shares
|
$10.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
102,254
shares
|
$10.8 Million
0.73% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
102,064
shares
|
$10.8 Million
1.63% of portfolio
|
Q4 2024
Added 58.65%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
101,806
shares
|
$10.8 Million
1.91% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
100,772
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
100,591
shares
|
$10.6 Million
0.25% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
100,548
shares
|
$10.6 Million
0.45% of portfolio
|
Q3 2023
Added 4.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
99,767
shares
|
$10.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
98,799
shares
|
$10.4 Million
0.68% of portfolio
|
Q4 2022
Reduced 35.1%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
98,435
shares
|
$10.4 Million
6.83% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
97,135
shares
|
$10.3 Million
3.96% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
97,030
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 67.93%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
96,654
shares
|
$10.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
96,378
shares
|
$10.2 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
96,021
shares
|
$10.2 Million
1.92% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
95,568
shares
|
$10.1 Million
4.31% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
95,296
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
95,058
shares
|
$10.1 Million
4.92% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
94,979
shares
|
$10 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
93,159
shares
|
$9.85 Million
5.43% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
92,634
shares
|
$9.8 Million
0.89% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
92,320
shares
|
$9.76 Million
1.92% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
92,284
shares
|
$9.76 Million
8.18% of portfolio
|
Q4 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
91,332
shares
|
$9.66 Million
4.61% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
90,345
shares
|
$9.55 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.02%
|