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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
54,652
shares
|
$5.82 Million
3.21% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
54,621
shares
|
$5.82 Million
0.11% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
54,384
shares
|
$5.79 Million
1.86% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,252
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
54,183
shares
|
$5.77 Million
4.29% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
53,987
shares
|
$5.75 Million
3.49% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
53,922
shares
|
$5.74 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
53,522
shares
|
$5.7 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
52,957
shares
|
$5.64 Million
3.14% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
52,705
shares
|
$5.62 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,662
shares
|
$5.61 Million
0.45% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
52,471
shares
|
$5.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
52,411
shares
|
$5.58 Million
0.79% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
52,188
shares
|
$5.56 Million
1.81% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
51,863
shares
|
$5.53 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,794
shares
|
$5.52 Million
0.43% of portfolio
|
Q4 2023
Added 58.37%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
51,290
shares
|
$5.46 Million
2.08% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
50,820
shares
|
$5.41 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
50,634
shares
|
$5.39 Million
4.32% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
50,587
shares
|
$5.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
50,447
shares
|
$5.37 Million
0.33% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
49,620
shares
|
$5.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
49,464
shares
|
$5.27 Million
0.4% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
49,428
shares
|
$5.27 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
49,301
shares
|
$5.25 Million
0.5% of portfolio
|
Q4 2024
Added 3.05%
|