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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
49,464
shares
|
$5.28 Million
0.4% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
49,428
shares
|
$5.27 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
49,301
shares
|
$5.26 Million
0.5% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
49,129
shares
|
$5.24 Million
0.5% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
48,740
shares
|
$5.2 Million
3.08% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
48,448
shares
|
$5.17 Million
1.79% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
48,154
shares
|
$5.14 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
47,799
shares
|
$5.1 Million
1.92% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
47,594
shares
|
$5.08 Million
0.09% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,204
shares
|
$5.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
47,131
shares
|
$5.03 Million
2.71% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
47,063
shares
|
$5.02 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
46,916
shares
|
$5.01 Million
0.07% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
46,619
shares
|
$4.97 Million
2.54% of portfolio
|
Q4 2024
Added 31.17%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
45,603
shares
|
$4.87 Million
1.96% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
45,522
shares
|
$4.86 Million
0.41% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
45,359
shares
|
$4.84 Million
0.28% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
45,223
shares
|
$4.83 Million
0.21% of portfolio
|
Q4 2024
Reduced 39.93%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
45,186
shares
|
$4.82 Million
1.14% of portfolio
|
Q4 2022
Added 391.37%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
45,057
shares
|
$4.81 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
44,726
shares
|
$4.77 Million
1.62% of portfolio
|
Q4 2024
Added 192.58%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
44,387
shares
|
$4.74 Million
0.74% of portfolio
|
Q4 2024
Added 31.45%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
44,382
shares
|
$4.74 Million
0.34% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
44,369
shares
|
$4.73 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
44,131
shares
|
$4.71 Million
0.13% of portfolio
|
Q4 2023
Added 320.98%
|