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 |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,498
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2023
Reduced 17.52%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
11,469
shares
|
$1.22 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
11,422
shares
|
$1.22 Million
0.35% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,419
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
11,357
shares
|
$1.21 Million
0.43% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
11,348
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
11,302
shares
|
$1.21 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
11,288
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
11,211
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
11,126
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 107.65%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
11,022
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
10,972
shares
|
$1.17 Million
0.6% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
10,956
shares
|
$1.17 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
10,796
shares
|
$1.15 Million
0.61% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
10,755
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
10,741
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Added 31.1%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
10,723
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Added 85.23%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,706
shares
|
$1.14 Million
0.58% of portfolio
|
Q1 2024
Added 54.35%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,690
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
10,681
shares
|
$1.14 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
10,672
shares
|
$1.14 Million
0.79% of portfolio
|
Q4 2024
Added 59.57%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,639
shares
|
$1.14 Million
0.69% of portfolio
|
Q2 2024
Added 12.89%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
10,588
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Feb 06, 2025 Q4 2024 |
10,570
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
10,501
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.55%
|