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 1,586 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
26,637
shares
|
$2.84 Million
2.0% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
26,490
shares
|
$2.83 Million
0.73% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
26,428
shares
|
$2.82 Million
0.59% of portfolio
|
Q1 2024
Added 200.63%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
26,425
shares
|
$2.82 Million
0.08% of portfolio
|
Q4 2024
Added 161.4%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
26,412
shares
|
$2.82 Million
0.12% of portfolio
|
Q4 2024
Added 1023.91%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
26,269
shares
|
$2.8 Million
0.71% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
26,210
shares
|
$2.8 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
26,069
shares
|
$2.78 Million
0.38% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,922
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,915
shares
|
$2.77 Million
0.06% of portfolio
|
Q4 2024
Added 36.57%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,892
shares
|
$2.76 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
25,812
shares
|
$2.75 Million
1.14% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
25,654
shares
|
$2.74 Million
1.73% of portfolio
|
Q3 2024
Reduced 36.33%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
25,620
shares
|
$2.73 Million
1.45% of portfolio
|
Q4 2024
Added 86.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
25,537
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
25,510
shares
|
$2.72 Million
0.32% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,304
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2023
Reduced 77.01%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
25,276
shares
|
$2.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
25,261
shares
|
$2.7 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$2.69 Million
0.74% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
25,179
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,157
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Added 137.58%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
25,117
shares
|
$2.68 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
25,096
shares
|
$2.68 Million
0.19% of portfolio
|
Q4 2024
Added 73.36%
|