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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
4,098
shares
|
$436,600
0.13% of portfolio
|
Q3 2024
Added 47.36%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
4,089
shares
|
$435,642
0.2% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,085
shares
|
$435,215
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,039
shares
|
$430,315
0.22% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
4,026
shares
|
$428,930
0.23% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,019
shares
|
$428,184
0.01% of portfolio
|
Q4 2024
Added 16.63%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,974
shares
|
$423,389
0.07% of portfolio
|
Q4 2024
Added 51.74%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,958
shares
|
$421,685
0.13% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,945
shares
|
$420,300
0.03% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,942
shares
|
$419,980
0.24% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
3,902
shares
|
$415,719
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,888
shares
|
$414,227
0.04% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
3,888
shares
|
$414,227
0.08% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
3,887
shares
|
$414,120
0.05% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
3,848
shares
|
$409,965
0.19% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,847
shares
|
$409,859
0.2% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
3,839
shares
|
$409,007
0.14% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
3,826
shares
|
$407,622
0.03% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
3,826
shares
|
$407,622
0.27% of portfolio
|
Q1 2022
Added 1.11%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
3,818
shares
|
$406,769
0.08% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
3,800
shares
|
$404,852
0.35% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
3,778
shares
|
$402,508
0.11% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,760
shares
|
$400,590
0.02% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
3,751
shares
|
$399,631
0.02% of portfolio
|
Q4 2024
Added 38.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,741
shares
|
$398,566
0.01% of portfolio
|
Q4 2024
Added 7.87%
|