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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
35,031
shares
|
$3.74 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35,028
shares
|
$3.74 Million
0.08% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,960
shares
|
$3.73 Million
0.14% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
34,710
shares
|
$3.7 Million
0.65% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
34,683
shares
|
$3.7 Million
0.39% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
34,524
shares
|
$3.68 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
34,391
shares
|
$3.67 Million
3.71% of portfolio
|
Q4 2024
Added 362.43%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
34,173
shares
|
$3.65 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
34,030
shares
|
$3.63 Million
1.29% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
34,003
shares
|
$3.63 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,002
shares
|
$3.63 Million
0.11% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
33,750
shares
|
$3.6 Million
0.05% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
33,532
shares
|
$3.58 Million
0.34% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
33,201
shares
|
$3.54 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Investment Management Associates Inc
|
Feb 03, 2025 Q4 2024 |
33,191
shares
|
$3.54 Million
0.63% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
33,165
shares
|
$3.54 Million
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
33,000
shares
|
$3.52 Million
4.72% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
32,973
shares
|
$3.52 Million
1.93% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
32,910
shares
|
$3.51 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
32,901
shares
|
$3.51 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
32,829
shares
|
$3.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 46.81%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
32,662
shares
|
$3.49 Million
0.91% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
32,652
shares
|
$3.48 Million
2.87% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
32,560
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2024
Added 20.89%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
32,554
shares
|
$3.47 Million
0.73% of portfolio
|
Q3 2024
Reduced 5.99%
|