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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,816
shares
|
$513,915
0.1% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
4,779
shares
|
$509,967
0.03% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
4,776
shares
|
$509,646
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,773
shares
|
$509,326
0.07% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
4,733
shares
|
$505,058
0.56% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,728
shares
|
$504,524
0.26% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
4,717
shares
|
$503,351
0.26% of portfolio
|
Q3 2024
Added 75.61%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
4,715
shares
|
$503,137
0.61% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,702
shares
|
$501,750
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,696
shares
|
$501,110
0.23% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,685
shares
|
$499,936
0.03% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
4,673
shares
|
$498,655
0.09% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,672
shares
|
$498,549
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
4,668
shares
|
$498,122
0.24% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
4,655
shares
|
$496,735
0.01% of portfolio
|
Q4 2024
Added 98.93%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
4,655
shares
|
$496,735
0.02% of portfolio
|
Q4 2024
Added 98.93%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
4,635
shares
|
$494,600
0.03% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,633
shares
|
$494,387
0.08% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,616
shares
|
$492,573
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,562
shares
|
$486,811
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,558
shares
|
$486,384
0.19% of portfolio
|
Q1 2022
Reduced 42.46%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,548
shares
|
$485,317
0.02% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,541
shares
|
$484,570
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
4,538
shares
|
$484,249
0.09% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
4,532
shares
|
$483,609
0.09% of portfolio
|
Q4 2024
New holding
|