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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,633
shares
|
$493,599
0.08% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,616
shares
|
$491,788
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,562
shares
|
$486,035
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,558
shares
|
$485,609
0.19% of portfolio
|
Q1 2022
Reduced 42.46%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,548
shares
|
$484,543
0.02% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,541
shares
|
$483,798
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
4,538
shares
|
$483,478
0.09% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
4,532
shares
|
$482,839
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
4,523
shares
|
$481,880
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,520
shares
|
$481,560
0.06% of portfolio
|
Q1 2022
Added 11.19%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,518
shares
|
$481,347
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,511
shares
|
$480,601
0.12% of portfolio
|
Q3 2024
Added 47.51%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$479,430
0.3% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,496
shares
|
$479,003
0.0% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,493
shares
|
$478,684
0.14% of portfolio
|
Q1 2024
Added 118.53%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
4,481
shares
|
$477,405
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
4,473
shares
|
$476,553
0.16% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
4,459
shares
|
$475,061
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
4,443
shares
|
$473,357
0.01% of portfolio
|
Q4 2024
Added 68.42%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
4,440
shares
|
$473,037
0.03% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$468,989
0.18% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
4,397
shares
|
$468,456
0.15% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
4,397
shares
|
$468,456
0.34% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
4,393
shares
|
$468,030
0.28% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
4,385
shares
|
$467,177
0.05% of portfolio
|
Q4 2024
Added 7.32%
|