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 |
|---|---|---|---|---|---|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
25,060
shares
|
$2.67 Million
1.9% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
24,871
shares
|
$2.65 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
24,787
shares
|
$2.65 Million
1.78% of portfolio
|
Q2 2024
Reduced 10.72%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
24,764
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2024
Reduced 53.6%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
24,734
shares
|
$2.64 Million
0.99% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
24,504
shares
|
$2.61 Million
1.31% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
24,450
shares
|
$2.61 Million
0.76% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
24,330
shares
|
$2.6 Million
2.09% of portfolio
|
Q4 2022
Reduced 5.35%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
24,195
shares
|
$2.58 Million
0.53% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
24,145
shares
|
$2.58 Million
0.96% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
23,877
shares
|
$2.55 Million
0.72% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
23,851
shares
|
$2.55 Million
1.22% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
23,838
shares
|
$2.54 Million
1.72% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
23,478
shares
|
$2.51 Million
0.2% of portfolio
|
Q3 2024
Added 92.16%
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
23,400
shares
|
$2.5 Million
2.71% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
23,341
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
23,264
shares
|
$2.48 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
23,239
shares
|
$2.48 Million
0.94% of portfolio
|
Q4 2024
Added 33.38%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
23,180
shares
|
$2.47 Million
0.3% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
23,079
shares
|
$2.46 Million
1.27% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
23,062
shares
|
$2.46 Million
1.33% of portfolio
|
Q4 2024
Reduced 8.51%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
22,945
shares
|
$2.45 Million
0.26% of portfolio
|
Q4 2024
Added 90.57%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
22,819
shares
|
$2.44 Million
0.36% of portfolio
|
Q4 2024
Added 27.28%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
22,791
shares
|
$2.43 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
22,767
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2024
Added 4.91%
|