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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
85,552
shares
|
$9.09 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
84,866
shares
|
$9.02 Million
1.6% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
84,850
shares
|
$9.02 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
84,391
shares
|
$8.97 Million
3.35% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
84,349
shares
|
$8.97 Million
0.46% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
83,735
shares
|
$8.9 Million
0.94% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
83,476
shares
|
$8.87 Million
1.26% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
82,842
shares
|
$8.81 Million
0.05% of portfolio
|
Q2 2023
Added 332.87%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82,343
shares
|
$8.75 Million
0.66% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
80,202
shares
|
$8.52 Million
0.36% of portfolio
|
Q3 2024
Added 28.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
80,070
shares
|
$8.51 Million
0.25% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
78,431
shares
|
$8.34 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
78,109
shares
|
$8.3 Million
4.6% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
77,915
shares
|
$8.28 Million
0.24% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
77,746
shares
|
$8.26 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
76,274
shares
|
$8.11 Million
2.54% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
75,969
shares
|
$8.07 Million
2.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
75,768
shares
|
$8.05 Million
0.59% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
75,428
shares
|
$8.02 Million
0.79% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
75,282
shares
|
$8 Million
0.37% of portfolio
|
Q3 2024
Added 57.6%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
74,743
shares
|
$7.94 Million
4.98% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
74,433
shares
|
$7.91 Million
2.45% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
74,052
shares
|
$7.87 Million
3.46% of portfolio
|
Q3 2024
Added 25.91%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
73,829
shares
|
$7.85 Million
0.73% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
73,818
shares
|
$7.85 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.76%
|