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 1,627 institutions that hold shares in the stock, with a total of 315 Million shares, which have been reported (via 13F filing form) to have a value of $33.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
56,000
shares
|
$5.97 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
55,867
shares
|
$5.95 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
55,000
shares
|
$5.86 Million
3.11% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
54,853
shares
|
$5.84 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
54,652
shares
|
$5.82 Million
3.21% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
54,621
shares
|
$5.82 Million
0.11% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
54,384
shares
|
$5.79 Million
1.86% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,252
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
54,183
shares
|
$5.77 Million
4.29% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
54,025
shares
|
$5.76 Million
2.03% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
53,922
shares
|
$5.74 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
53,649
shares
|
$5.72 Million
0.22% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
53,522
shares
|
$5.7 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
52,705
shares
|
$5.62 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,662
shares
|
$5.61 Million
0.45% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
52,646
shares
|
$5.61 Million
4.43% of portfolio
|
Q4 2024
Added 517.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
52,471
shares
|
$5.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
52,188
shares
|
$5.56 Million
1.81% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,794
shares
|
$5.52 Million
0.43% of portfolio
|
Q4 2023
Added 58.37%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
51,702
shares
|
$5.51 Million
0.45% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
51,290
shares
|
$5.46 Million
2.08% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
50,916
shares
|
$5.42 Million
0.23% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
50,634
shares
|
$5.39 Million
4.32% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
50,447
shares
|
$5.37 Million
0.33% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
49,464
shares
|
$5.27 Million
0.4% of portfolio
|
Q4 2024
Added 1.91%
|