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 |
---|---|---|---|---|---|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,304
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2023
Reduced 77.01%
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
25,276
shares
|
$2.69 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
25,261
shares
|
$2.69 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$2.69 Million
0.74% of portfolio
|
Q3 2024
Added 18.44%
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,157
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Added 137.58%
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
25,117
shares
|
$2.68 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
25,096
shares
|
$2.67 Million
0.19% of portfolio
|
Q4 2024
Added 73.36%
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
25,060
shares
|
$2.67 Million
1.9% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
24,787
shares
|
$2.64 Million
1.78% of portfolio
|
Q2 2024
Reduced 10.72%
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
24,734
shares
|
$2.64 Million
0.99% of portfolio
|
Q4 2024
Added 16.11%
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
24,504
shares
|
$2.61 Million
1.31% of portfolio
|
Q4 2024
Added 12.16%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
24,472
shares
|
$2.61 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
24,450
shares
|
$2.6 Million
0.76% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
24,330
shares
|
$2.59 Million
2.09% of portfolio
|
Q4 2022
Reduced 5.35%
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
24,195
shares
|
$2.58 Million
0.53% of portfolio
|
Q3 2024
Added 2.12%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
24,145
shares
|
$2.57 Million
0.96% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
23,851
shares
|
$2.54 Million
1.22% of portfolio
|
Q4 2024
Added 17.31%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
23,838
shares
|
$2.54 Million
1.72% of portfolio
|
Q4 2024
Added 3.11%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
23,497
shares
|
$2.5 Million
0.11% of portfolio
|
Q4 2024
Added 30.01%
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
23,400
shares
|
$2.49 Million
2.71% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
23,264
shares
|
$2.48 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
23,239
shares
|
$2.48 Million
0.94% of portfolio
|
Q4 2024
Added 33.38%
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
23,214
shares
|
$2.47 Million
1.32% of portfolio
|
Q4 2024
Added 11.94%
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
23,180
shares
|
$2.47 Million
0.3% of portfolio
|
Q4 2024
Added 2.05%
|