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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
38,748
shares
|
$4.13 Million
1.64% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
38,582
shares
|
$4.12 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
38,576
shares
|
$4.12 Million
0.19% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
38,423
shares
|
$4.1 Million
0.59% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
38,422
shares
|
$4.1 Million
0.53% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
38,413
shares
|
$4.1 Million
0.23% of portfolio
|
Q4 2024
Added 35.06%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,350
shares
|
$4.09 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,346
shares
|
$4.09 Million
0.32% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
38,017
shares
|
$4.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
37,994
shares
|
$4.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
37,972
shares
|
$4.05 Million
1.63% of portfolio
|
Q4 2024
Added 26.13%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
37,892
shares
|
$4.04 Million
0.87% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
37,496
shares
|
$4 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
37,009
shares
|
$3.95 Million
1.64% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
36,953
shares
|
$3.94 Million
3.12% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36,748
shares
|
$3.92 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
36,728
shares
|
$3.92 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
36,548
shares
|
$3.9 Million
0.58% of portfolio
|
Q4 2024
Added 663.48%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
36,424
shares
|
$3.89 Million
0.54% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
36,035
shares
|
$3.85 Million
0.44% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
35,977
shares
|
$3.84 Million
0.62% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
35,578
shares
|
$3.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
35,496
shares
|
$3.79 Million
0.78% of portfolio
|
Q3 2024
Added 84.87%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,465
shares
|
$3.78 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
35,374
shares
|
$3.77 Million
0.39% of portfolio
|
Q3 2024
Added 20.41%
|