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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,390
shares
|
$255,036
0.05% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
2,382
shares
|
$254,183
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
2,380
shares
|
$253,969
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
2,378
shares
|
$253,756
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,376
shares
|
$253,542
0.07% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,373
shares
|
$253,222
0.05% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,367
shares
|
$252,582
0.08% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
2,355
shares
|
$251,302
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,349
shares
|
$250,661
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,348
shares
|
$250,555
0.11% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
2,333
shares
|
$248,954
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,329
shares
|
$248,527
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
2,328
shares
|
$248,420
0.02% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,323
shares
|
$247,887
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,321
shares
|
$247,673
0.05% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
2,310
shares
|
$246,500
0.12% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
2,305
shares
|
$245,966
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,303
shares
|
$245,753
0.05% of portfolio
|
Q4 2024
Reduced 76.68%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
2,290
shares
|
$244,365
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,288
shares
|
$244,152
0.03% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
2,279
shares
|
$243,192
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
2,270
shares
|
$242,231
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,264
shares
|
$241,591
0.02% of portfolio
|
Q4 2024
Reduced 61.52%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
2,252
shares
|
$240,310
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,241
shares
|
$239,137
0.1% of portfolio
|
Q3 2022
New holding
|