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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
44,001
shares
|
$4.7 Million
0.17% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
43,825
shares
|
$4.68 Million
3.12% of portfolio
|
Q3 2024
Added 25.83%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
43,533
shares
|
$4.65 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
43,417
shares
|
$4.63 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
43,359
shares
|
$4.63 Million
0.87% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
43,201
shares
|
$4.61 Million
0.36% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
43,147
shares
|
$4.6 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
43,137
shares
|
$4.6 Million
0.21% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
42,866
shares
|
$4.57 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.65%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
42,314
shares
|
$4.52 Million
0.13% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
42,248
shares
|
$4.51 Million
0.69% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
41,653
shares
|
$4.44 Million
0.49% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
41,544
shares
|
$4.43 Million
0.35% of portfolio
|
Q3 2024
Added 31.51%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
41,538
shares
|
$4.43 Million
0.36% of portfolio
|
Q3 2024
Added 93.78%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
41,358
shares
|
$4.41 Million
1.92% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
40,639
shares
|
$4.34 Million
2.25% of portfolio
|
Q3 2024
Reduced 34.84%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
40,268
shares
|
$4.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
40,162
shares
|
$4.29 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
40,099
shares
|
$4.28 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
40,008
shares
|
$4.27 Million
0.15% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
39,973
shares
|
$4.27 Million
1.93% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
39,953
shares
|
$4.26 Million
0.45% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,725
shares
|
$4.24 Million
2.06% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
39,606
shares
|
$4.23 Million
0.49% of portfolio
|
Q4 2022
Added 221.97%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
39,190
shares
|
$4.18 Million
1.83% of portfolio
|
Q3 2024
Reduced 3.04%
|