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 1,545 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
123,620
shares
|
$13.1 Million
0.56% of portfolio
|
Q1 2023
Reduced 3.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
123,268
shares
|
$13.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
122,849
shares
|
$13.1 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
118,925
shares
|
$12.6 Million
4.2% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
118,819
shares
|
$12.6 Million
0.51% of portfolio
|
Q3 2024
Added 28.77%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
117,590
shares
|
$12.5 Million
5.55% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
116,562
shares
|
$12.4 Million
0.77% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
116,177
shares
|
$12.3 Million
0.08% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
115,183
shares
|
$12.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
114,932
shares
|
$12.2 Million
0.43% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
114,529
shares
|
$12.2 Million
1.98% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
114,407
shares
|
$12.2 Million
1.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
114,290
shares
|
$12.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
113,324
shares
|
$12 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
112,935
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
112,823
shares
|
$12 Million
6.18% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
112,364
shares
|
$11.9 Million
2.04% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
112,031
shares
|
$11.9 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
110,990
shares
|
$11.8 Million
1.34% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
110,600
shares
|
$11.8 Million
4.74% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
109,016
shares
|
$11.6 Million
4.44% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
108,749
shares
|
$11.6 Million
4.17% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
108,128
shares
|
$11.5 Million
0.04% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
108,111
shares
|
$11.5 Million
17.8% of portfolio
|
Q4 2022
Reduced 28.96%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
107,872
shares
|
$11.5 Million
12.89% of portfolio
|
Q4 2024
New holding
|