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 |
|---|---|---|---|---|---|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
189,674
shares
|
$20.2 Million
2.92% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
188,103
shares
|
$20.1 Million
1.88% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
187,125
shares
|
$20 Million
1.33% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
186,567
shares
|
$19.9 Million
13.44% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
185,580
shares
|
$19.8 Million
6.52% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
183,342
shares
|
$19.6 Million
1.77% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
182,668
shares
|
$19.5 Million
0.81% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
182,585
shares
|
$19.5 Million
2.26% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
181,436
shares
|
$19.4 Million
0.03% of portfolio
|
Q3 2024
Added 1223.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
181,155
shares
|
$19.3 Million
1.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
180,879
shares
|
$19.3 Million
3.57% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
180,846
shares
|
$19.3 Million
0.2% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
180,724
shares
|
$19.3 Million
4.01% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
180,479
shares
|
$19.3 Million
2.99% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
179,842
shares
|
$19.2 Million
0.6% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
178,738
shares
|
$19.1 Million
0.95% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
178,591
shares
|
$19.1 Million
0.89% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
177,094
shares
|
$18.9 Million
0.36% of portfolio
|
Q4 2024
Added 339.91%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
175,873
shares
|
$18.8 Million
4.32% of portfolio
|
Q4 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
175,092
shares
|
$18.7 Million
17.19% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
174,710
shares
|
$18.6 Million
1.95% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
174,379
shares
|
$18.6 Million
1.16% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
174,298
shares
|
$18.6 Million
2.8% of portfolio
|
Q4 2024
Added 44.83%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
168,332
shares
|
$18 Million
4.24% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
166,621
shares
|
$17.8 Million
0.65% of portfolio
|
Q4 2024
Reduced 11.29%
|