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 |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$213,420
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,000
shares
|
$213,420
1.27% of portfolio
|
Q3 2022
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$213,420
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,992
shares
|
$212,566
0.15% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,985
shares
|
$211,819
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
1,977
shares
|
$210,965
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
1,975
shares
|
$210,752
0.06% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
1,947
shares
|
$207,764
0.18% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,940
shares
|
$207,017
0.02% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,933
shares
|
$206,270
0.02% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,923
shares
|
$205,203
0.08% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
1,910
shares
|
$203,816
0.04% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
1,900
shares
|
$202,749
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$202,749
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
1,898
shares
|
$202,535
0.03% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,895
shares
|
$202,215
0.03% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
1,890
shares
|
$201,681
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,865
shares
|
$199,014
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,865
shares
|
$199,014
0.1% of portfolio
|
Q4 2024
Reduced 47.35%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,844
shares
|
$196,773
0.08% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,836
shares
|
$195,919
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,707
shares
|
$182,153
0.0% of portfolio
|
Q3 2024
Added 608.3%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
1,685
shares
|
$179,806
0.07% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,683
shares
|
$179,592
0.03% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,677
shares
|
$178,952
0.01% of portfolio
|
Q4 2024
Added 6.34%
|