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 |
|---|---|---|---|---|---|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
16,062
shares
|
$1.71 Million
0.2% of portfolio
|
Q3 2024
Added 424.56%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,049
shares
|
$1.71 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
16,041
shares
|
$1.71 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
15,984
shares
|
$1.71 Million
0.59% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
15,977
shares
|
$1.7 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
15,945
shares
|
$1.7 Million
0.69% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
15,826
shares
|
$1.69 Million
0.66% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,763
shares
|
$1.68 Million
0.13% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,723
shares
|
$1.68 Million
0.38% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
15,569
shares
|
$1.66 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
15,526
shares
|
$1.66 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
15,523
shares
|
$1.66 Million
0.18% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
15,365
shares
|
$1.64 Million
0.33% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
15,361
shares
|
$1.64 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
15,360
shares
|
$1.64 Million
0.7% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
15,342
shares
|
$1.64 Million
0.49% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
15,306
shares
|
$1.63 Million
0.69% of portfolio
|
Q4 2024
Reduced 28.13%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
15,303
shares
|
$1.63 Million
0.1% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
15,257
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
15,229
shares
|
$1.63 Million
0.39% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,222
shares
|
$1.62 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
15,213
shares
|
$1.62 Million
0.87% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
15,140
shares
|
$1.62 Million
1.6% of portfolio
|
Q4 2023
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,107
shares
|
$1.61 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
15,091
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.36%
|