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 1,586 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
2,613
shares
|
$278,833
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
2,603
shares
|
$277,766
0.02% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
2,602
shares
|
$277,659
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
2,578
shares
|
$275,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
2,575
shares
|
$274,778
0.23% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
2,567
shares
|
$273,924
0.11% of portfolio
|
Q1 2023
Reduced 2.69%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
2,560
shares
|
$273,177
0.09% of portfolio
|
Q1 2024
Reduced 17.76%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,559
shares
|
$273,070
0.18% of portfolio
|
Q3 2024
Reduced 43.08%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
2,558
shares
|
$272,964
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
2,554
shares
|
$272,537
0.12% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,548
shares
|
$271,897
0.01% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,545
shares
|
$271,576
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
2,544
shares
|
$271,470
0.1% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,538
shares
|
$270,829
0.05% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,528
shares
|
$269,762
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
2,510
shares
|
$267,842
0.06% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
2,501
shares
|
$266,881
0.16% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,488
shares
|
$265,494
0.02% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
2,480
shares
|
$264,640
0.15% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,471
shares
|
$263,680
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,444
shares
|
$260,799
0.18% of portfolio
|
Q1 2023
Added 0.41%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,419
shares
|
$258,131
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
2,418
shares
|
$258,024
0.07% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
2,415
shares
|
$257,704
0.13% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,398
shares
|
$255,890
0.1% of portfolio
|
Q4 2024
Added 0.33%
|