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 |
|---|---|---|---|---|---|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
20,738
shares
|
$2.21 Million
1.67% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
20,677
shares
|
$2.21 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
20,554
shares
|
$2.19 Million
0.16% of portfolio
|
Q2 2022
Added 4.34%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
20,538
shares
|
$2.19 Million
0.38% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
20,517
shares
|
$2.19 Million
0.08% of portfolio
|
Q4 2024
Added 68.09%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
20,446
shares
|
$2.18 Million
0.19% of portfolio
|
Q4 2023
Added 149.68%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
20,393
shares
|
$2.18 Million
0.78% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
20,337
shares
|
$2.17 Million
0.24% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
20,305
shares
|
$2.17 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
20,249
shares
|
$2.16 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
20,195
shares
|
$2.16 Million
0.49% of portfolio
|
Q3 2024
Added 56.88%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
20,169
shares
|
$2.15 Million
0.8% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
20,104
shares
|
$2.15 Million
1.67% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2024
Reduced 13.48%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,000
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2022
Reduced 3.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
19,847
shares
|
$2.12 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
19,846
shares
|
$2.12 Million
0.62% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
19,822
shares
|
$2.12 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
19,802
shares
|
$2.11 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
19,770
shares
|
$2.11 Million
0.42% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
19,724
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2024
Added 60.58%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
19,713
shares
|
$2.1 Million
0.13% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
19,590
shares
|
$2.09 Million
0.7% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
19,579
shares
|
$2.09 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,529
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2024
Added 30.52%
|