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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,765
shares
|
$720,743
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
6,718
shares
|
$715,735
0.14% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
6,678
shares
|
$711,474
0.15% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
6,674
shares
|
$711,047
0.44% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
6,667
shares
|
$710,302
0.08% of portfolio
|
Q4 2024
Added 33.66%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
6,665
shares
|
$710,089
0.11% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
6,653
shares
|
$708,810
0.02% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
6,603
shares
|
$703,483
0.2% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,601
shares
|
$703,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
6,591
shares
|
$702,205
0.34% of portfolio
|
Q4 2024
Added 32.22%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,580
shares
|
$701,033
0.37% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
6,538
shares
|
$696,558
0.26% of portfolio
|
Q4 2024
Added 76.18%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
6,476
shares
|
$689,953
0.55% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
6,447
shares
|
$686,863
0.07% of portfolio
|
Q4 2024
Added 52.05%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
6,367
shares
|
$678,340
0.12% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
6,359
shares
|
$677,487
0.34% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,352
shares
|
$676,742
0.03% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
6,314
shares
|
$672,693
0.2% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
6,312
shares
|
$672,480
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,232
shares
|
$663,957
0.08% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,199
shares
|
$660,441
0.2% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,146
shares
|
$654,794
0.05% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
6,124
shares
|
$652,450
0.05% of portfolio
|
Q4 2024
Added 30.69%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
6,112
shares
|
$651,172
0.31% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
6,111
shares
|
$651,065
0.36% of portfolio
|
Q4 2024
Added 83.24%
|