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 |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
13,944
shares
|
$1.49 Million
0.62% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
13,656
shares
|
$1.46 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
13,484
shares
|
$1.44 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
13,471
shares
|
$1.44 Million
0.94% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
13,460
shares
|
$1.44 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
13,433
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
13,312
shares
|
$1.42 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
13,302
shares
|
$1.42 Million
0.29% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
13,280
shares
|
$1.42 Million
0.96% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
13,272
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 172.47%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
13,263
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
13,260
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 34.59%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
13,241
shares
|
$1.41 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
13,214
shares
|
$1.41 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
13,059
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
13,058
shares
|
$1.39 Million
0.53% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
13,054
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
13,046
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
13,023
shares
|
$1.39 Million
0.3% of portfolio
|
Q4 2024
Reduced 82.73%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,871
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.99%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
12,820
shares
|
$1.37 Million
0.68% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
12,818
shares
|
$1.37 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
12,756
shares
|
$1.36 Million
0.2% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
12,743
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
12,551
shares
|
$1.34 Million
0.58% of portfolio
|
Q4 2023
Added 120.93%
|