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 1,595 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
68,671
shares
|
$7.33 Million
4.61% of portfolio
|
Q1 2024
Added 8.97%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
68,664
shares
|
$7.33 Million
1.93% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
68,149
shares
|
$7.27 Million
1.74% of portfolio
|
Q3 2024
Added 29.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
68,047
shares
|
$7.26 Million
1.05% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
67,279
shares
|
$7.18 Million
0.76% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
67,077
shares
|
$7.16 Million
0.1% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
66,875
shares
|
$7.14 Million
1.56% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
66,420
shares
|
$7.09 Million
1.53% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
66,019
shares
|
$7.04 Million
3.07% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,009
shares
|
$7.04 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
65,859
shares
|
$7.03 Million
1.7% of portfolio
|
Q3 2024
Reduced 85.4%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
65,825
shares
|
$7.02 Million
0.39% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
65,709
shares
|
$7.01 Million
0.46% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
65,678
shares
|
$7.01 Million
3.98% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
65,420
shares
|
$6.98 Million
0.93% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
65,189
shares
|
$6.96 Million
0.11% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
65,064
shares
|
$6.94 Million
2.54% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Horiko Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
65,050
shares
|
$6.94 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
64,769
shares
|
$6.91 Million
0.33% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
64,281
shares
|
$6.86 Million
3.54% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
64,195
shares
|
$6.85 Million
0.7% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
63,444
shares
|
$6.77 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
63,384
shares
|
$6.76 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
63,314
shares
|
$6.76 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
63,251
shares
|
$6.75 Million
0.15% of portfolio
|
Q4 2024
Added 33.44%
|