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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
22,791
shares
|
$2.43 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
22,767
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
22,689
shares
|
$2.42 Million
1.26% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
22,650
shares
|
$2.42 Million
0.7% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
22,618
shares
|
$2.41 Million
0.58% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
22,515
shares
|
$2.4 Million
0.21% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
22,436
shares
|
$2.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
22,269
shares
|
$2.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
22,208
shares
|
$2.37 Million
0.1% of portfolio
|
Q2 2020
Reduced 21.38%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,140
shares
|
$2.36 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
22,083
shares
|
$2.36 Million
1.47% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
22,035
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
21,977
shares
|
$2.35 Million
0.59% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,944
shares
|
$2.34 Million
0.45% of portfolio
|
Q4 2024
Reduced 29.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
21,871
shares
|
$2.33 Million
0.08% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,864
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
21,831
shares
|
$2.33 Million
0.79% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,788
shares
|
$2.32 Million
1.68% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
21,743
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
21,638
shares
|
$2.31 Million
0.5% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
21,593
shares
|
$2.3 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
21,409
shares
|
$2.28 Million
1.45% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
21,204
shares
|
$2.26 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
21,138
shares
|
$2.26 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
21,047
shares
|
$2.25 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.73%
|