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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
19,802
shares
|
$2.11 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
19,770
shares
|
$2.11 Million
0.42% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
19,713
shares
|
$2.1 Million
0.13% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
19,590
shares
|
$2.09 Million
0.7% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
19,579
shares
|
$2.09 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,529
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
19,522
shares
|
$2.08 Million
0.31% of portfolio
|
Q4 2024
Added 354.74%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
19,429
shares
|
$2.07 Million
2.22% of portfolio
|
Q2 2022
Reduced 35.2%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,129
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
19,025
shares
|
$2.03 Million
1.06% of portfolio
|
Q4 2022
Added 64.62%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
18,786
shares
|
$2 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
18,596
shares
|
$1.98 Million
0.47% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
18,465
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Added 352.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
18,450
shares
|
$1.97 Million
0.16% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
18,421
shares
|
$1.96 Million
0.62% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
18,351
shares
|
$1.96 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
18,315
shares
|
$1.95 Million
0.56% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
18,294
shares
|
$1.95 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
18,274
shares
|
$1.95 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
18,269
shares
|
$1.95 Million
0.67% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
18,265
shares
|
$1.95 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
18,247
shares
|
$1.94 Million
0.66% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
18,168
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
18,006
shares
|
$1.92 Million
0.18% of portfolio
|
Q3 2022
Reduced 18.96%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,972
shares
|
$1.91 Million
0.28% of portfolio
|
Q2 2024
Added 2.83%
|