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 |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
62,224
shares
|
$6.64 Million
2.59% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
61,879
shares
|
$6.6 Million
0.61% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
61,437
shares
|
$6.56 Million
0.53% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
61,330
shares
|
$6.54 Million
0.2% of portfolio
|
Q3 2024
Added 310.64%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
61,012
shares
|
$6.51 Million
1.17% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
60,697
shares
|
$6.48 Million
0.1% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
60,516
shares
|
$6.46 Million
0.3% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
60,461
shares
|
$6.45 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
60,201
shares
|
$6.42 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
60,198
shares
|
$6.42 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
59,879
shares
|
$6.39 Million
0.65% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
59,808
shares
|
$6.38 Million
3.31% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59,749
shares
|
$6.38 Million
0.11% of portfolio
|
Q4 2023
Reduced 34.44%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
59,296
shares
|
$6.33 Million
2.33% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
58,835
shares
|
$6.28 Million
2.84% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
58,617
shares
|
$6.26 Million
5.02% of portfolio
|
Q4 2024
Added 64.25%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
58,169
shares
|
$6.21 Million
0.41% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
58,154
shares
|
$6.21 Million
2.73% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
57,502
shares
|
$6.14 Million
0.54% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,839
shares
|
$6.07 Million
0.93% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
56,455
shares
|
$6.02 Million
1.59% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
56,421
shares
|
$6.02 Million
5.92% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
56,203
shares
|
$6 Million
0.3% of portfolio
|
Q4 2024
Added 736.73%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
56,000
shares
|
$5.98 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
55,867
shares
|
$5.96 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.19%
|