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 |
|---|---|---|---|---|---|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
10,474
shares
|
$1.12 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
10,472
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
10,438
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
10,437
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,400
shares
|
$1.11 Million
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
10,395
shares
|
$1.11 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
10,388
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,375
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,367
shares
|
$1.11 Million
0.34% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
10,343
shares
|
$1.1 Million
0.53% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
10,329
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
10,298
shares
|
$1.1 Million
0.77% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
10,227
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
10,214
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
10,210
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
10,196
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
10,181
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
10,147
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
10,140
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
10,139
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,125
shares
|
$1.08 Million
0.83% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,113
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,037
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
10,030
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2024
Reduced 31.92%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
10,000
shares
|
$1.07 Million
0.12% of portfolio
|
Q4 2023
New holding
|