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 |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,017
shares
|
$321,944
0.06% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,003
shares
|
$320,450
0.02% of portfolio
|
Q4 2022
Added 0.2%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
3,000
shares
|
$320,130
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$320,130
0.14% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,000
shares
|
$320,130
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
2,978
shares
|
$317,782
0.0% of portfolio
|
Q4 2024
Reduced 34.12%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,973
shares
|
$317,248
0.13% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,972
shares
|
$317,142
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,962
shares
|
$316,075
0.1% of portfolio
|
Q4 2024
Reduced 81.17%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,949
shares
|
$314,687
0.12% of portfolio
|
Q4 2024
Reduced 18.17%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
2,949
shares
|
$314,687
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,930
shares
|
$312,660
0.12% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
2,921
shares
|
$311,699
0.14% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,914
shares
|
$310,952
0.08% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
2,912
shares
|
$310,739
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
2,907
shares
|
$310,205
0.02% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,885
shares
|
$307,858
0.03% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
2,875
shares
|
$306,791
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
2,870
shares
|
$306,257
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,865
shares
|
$305,724
0.05% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
2,857
shares
|
$304,870
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,856
shares
|
$304,763
0.01% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
2,850
shares
|
$304,123
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
2,848
shares
|
$303,910
0.1% of portfolio
|
Q4 2024
Added 42.47%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,841
shares
|
$303,163
0.15% of portfolio
|
Q1 2024
Added 14.14%
|