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 1,612 institutions that hold shares in the stock, with a total of 311 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
338,995
shares
|
$36 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
336,047
shares
|
$35.7 Million
0.37% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
325,488
shares
|
$34.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
324,478
shares
|
$34.4 Million
0.01% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
317,352
shares
|
$33.7 Million
2.73% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
315,713
shares
|
$33.5 Million
2.84% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
314,141
shares
|
$33.3 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
313,585
shares
|
$33.3 Million
5.3% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
312,430
shares
|
$33.2 Million
3.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
311,510
shares
|
$33.1 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
310,573
shares
|
$33 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
308,653
shares
|
$32.8 Million
0.07% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
305,925
shares
|
$32.5 Million
0.21% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
302,600
shares
|
$32.1 Million
0.05% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
301,081
shares
|
$32 Million
1.16% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
300,232
shares
|
$31.9 Million
0.37% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
295,163
shares
|
$31.3 Million
3.32% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
293,959
shares
|
$31.2 Million
3.23% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
293,396
shares
|
$31.1 Million
1.66% of portfolio
|
Q4 2024
Added 36.89%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
289,729
shares
|
$30.7 Million
9.24% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
281,633
shares
|
$29.9 Million
6.96% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
276,122
shares
|
$29.3 Million
0.78% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
275,601
shares
|
$29.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
269,302
shares
|
$28.6 Million
2.54% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
267,739
shares
|
$28.4 Million
5.52% of portfolio
|
Q4 2024
Added 6.21%
|