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 |
|---|---|---|---|---|---|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
77,746
shares
|
$8.3 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
76,274
shares
|
$8.14 Million
2.54% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
75,768
shares
|
$8.09 Million
0.59% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
75,708
shares
|
$8.08 Million
2.02% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
74,743
shares
|
$7.98 Million
4.98% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
74,601
shares
|
$7.96 Million
2.46% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
73,829
shares
|
$7.88 Million
0.73% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
73,818
shares
|
$7.88 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
73,616
shares
|
$7.86 Million
0.47% of portfolio
|
Q4 2024
Added 46.92%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
73,490
shares
|
$7.84 Million
1.48% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
72,525
shares
|
$7.74 Million
0.16% of portfolio
|
Q4 2024
Added 41.69%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
72,168
shares
|
$7.7 Million
0.33% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
71,748
shares
|
$7.66 Million
2.79% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
71,666
shares
|
$7.65 Million
2.06% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
71,164
shares
|
$7.59 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
71,090
shares
|
$7.59 Million
1.87% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
70,933
shares
|
$7.57 Million
8.47% of portfolio
|
Q3 2023
Reduced 20.86%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
70,922
shares
|
$7.57 Million
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
70,783
shares
|
$7.55 Million
1.22% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
70,692
shares
|
$7.54 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
70,422
shares
|
$7.51 Million
0.49% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
70,307
shares
|
$7.5 Million
0.91% of portfolio
|
Q3 2022
Reduced 44.57%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
70,216
shares
|
$7.49 Million
1.17% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
69,601
shares
|
$7.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
69,089
shares
|
$7.37 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.11%
|