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 1,612 institutions that hold shares in the stock, with a total of 311 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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
30,055
shares
|
$3.19 Million
0.58% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
29,963
shares
|
$3.18 Million
0.38% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
29,513
shares
|
$3.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
29,131
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,943
shares
|
$3.07 Million
0.47% of portfolio
|
Q2 2023
Added 6.62%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
28,899
shares
|
$3.07 Million
1.12% of portfolio
|
Q3 2024
Reduced 41.94%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
28,603
shares
|
$3.04 Million
0.42% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
28,543
shares
|
$3.03 Million
0.04% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
28,440
shares
|
$3.02 Million
0.48% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
28,327
shares
|
$3.01 Million
2.33% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
28,312
shares
|
$3 Million
0.64% of portfolio
|
Q4 2024
Added 23.66%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
28,297
shares
|
$3 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
28,123
shares
|
$2.98 Million
0.21% of portfolio
|
Q2 2022
Added 3.95%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
27,853
shares
|
$2.96 Million
0.98% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
27,792
shares
|
$2.95 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
27,689
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
27,427
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2024
Added 27.64%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
27,422
shares
|
$2.91 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
27,415
shares
|
$2.91 Million
1.12% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
27,190
shares
|
$2.89 Million
1.47% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
27,140
shares
|
$2.88 Million
0.51% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
27,079
shares
|
$2.87 Million
2.2% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
27,024
shares
|
$2.87 Million
0.2% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
26,932
shares
|
$2.86 Million
2.06% of portfolio
|
Q3 2024
Added 96.04%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
26,828
shares
|
$2.85 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.71%
|