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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
19,522
shares
|
$2.08 Million
0.31% of portfolio
|
Q4 2024
Added 354.74%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
19,429
shares
|
$2.07 Million
2.22% of portfolio
|
Q2 2022
Reduced 35.2%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,129
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
19,044
shares
|
$2.03 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
19,025
shares
|
$2.03 Million
1.06% of portfolio
|
Q4 2022
Added 64.62%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
18,786
shares
|
$2 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
18,596
shares
|
$1.98 Million
0.47% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
18,554
shares
|
$1.98 Million
0.22% of portfolio
|
Q3 2024
Reduced 78.2%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
18,465
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Added 352.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
18,450
shares
|
$1.97 Million
0.16% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
18,421
shares
|
$1.97 Million
0.62% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
18,315
shares
|
$1.95 Million
0.56% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
18,294
shares
|
$1.95 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
18,274
shares
|
$1.95 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
18,265
shares
|
$1.95 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
18,247
shares
|
$1.95 Million
0.66% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,073
shares
|
$1.93 Million
0.09% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
18,006
shares
|
$1.92 Million
0.18% of portfolio
|
Q3 2022
Reduced 18.96%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,972
shares
|
$1.92 Million
0.28% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,853
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Added 50.35%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
17,800
shares
|
$1.9 Million
0.68% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
17,748
shares
|
$1.89 Million
0.17% of portfolio
|
Q3 2024
Added 63.94%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
17,505
shares
|
$1.87 Million
0.86% of portfolio
|
Q4 2023
Added 8.32%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
17,411
shares
|
$1.86 Million
0.25% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
17,351
shares
|
$1.85 Million
0.36% of portfolio
|
Q4 2024
Added 26.71%
|