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 1,564 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
60,853
shares
|
$6.48 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
60,840
shares
|
$6.48 Million
0.32% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
60,697
shares
|
$6.47 Million
0.1% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
60,516
shares
|
$6.45 Million
0.3% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
60,461
shares
|
$6.44 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
60,201
shares
|
$6.41 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
59,879
shares
|
$6.38 Million
0.65% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
59,829
shares
|
$6.37 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
59,808
shares
|
$6.37 Million
3.31% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59,749
shares
|
$6.37 Million
0.11% of portfolio
|
Q4 2023
Reduced 34.44%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
59,385
shares
|
$6.33 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
59,296
shares
|
$6.32 Million
2.33% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
58,835
shares
|
$6.27 Million
2.84% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
58,617
shares
|
$6.25 Million
5.02% of portfolio
|
Q4 2024
Added 64.25%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
58,169
shares
|
$6.2 Million
0.41% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
58,154
shares
|
$6.2 Million
2.73% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
57,502
shares
|
$6.13 Million
0.54% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,839
shares
|
$6.06 Million
0.93% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
56,455
shares
|
$6.01 Million
1.59% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
56,203
shares
|
$5.99 Million
0.3% of portfolio
|
Q4 2024
Added 736.73%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
56,021
shares
|
$5.97 Million
0.22% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
56,000
shares
|
$5.97 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
55,867
shares
|
$5.95 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
55,000
shares
|
$5.86 Million
3.11% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
54,873
shares
|
$5.85 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.16%
|