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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
87,416
shares
|
$9.33 Million
7.58% of portfolio
|
Q4 2022
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
87,355
shares
|
$9.32 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
87,282
shares
|
$9.31 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
87,244
shares
|
$9.31 Million
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
87,176
shares
|
$9.3 Million
3.94% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
86,506
shares
|
$9.23 Million
2.33% of portfolio
|
Q3 2024
Added 4095.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
85,886
shares
|
$9.16 Million
0.3% of portfolio
|
Q4 2023
Reduced 46.62%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
85,869
shares
|
$9.16 Million
0.45% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
85,552
shares
|
$9.13 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
85,384
shares
|
$9.11 Million
1.59% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
84,850
shares
|
$9.05 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
84,391
shares
|
$9.01 Million
3.35% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
84,349
shares
|
$9 Million
0.46% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
83,735
shares
|
$8.94 Million
0.94% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
82,842
shares
|
$8.84 Million
0.05% of portfolio
|
Q2 2023
Added 332.87%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
82,747
shares
|
$8.83 Million
0.32% of portfolio
|
Q4 2024
Added 64.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82,343
shares
|
$8.79 Million
0.66% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
82,213
shares
|
$8.77 Million
1.11% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
82,061
shares
|
$8.76 Million
2.3% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
80,070
shares
|
$8.54 Million
0.25% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
79,263
shares
|
$8.46 Million
0.33% of portfolio
|
Q4 2024
Added 570.36%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
79,009
shares
|
$8.43 Million
0.13% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
78,833
shares
|
$8.41 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
78,431
shares
|
$8.37 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
78,109
shares
|
$8.34 Million
4.6% of portfolio
|
Q4 2024
Added 14.92%
|