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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
15,089
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
15,045
shares
|
$1.61 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
15,038
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Added 27.42%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
15,010
shares
|
$1.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 36.91%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
14,969
shares
|
$1.6 Million
0.6% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
14,964
shares
|
$1.6 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
14,963
shares
|
$1.6 Million
0.21% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
14,929
shares
|
$1.59 Million
0.25% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
14,828
shares
|
$1.58 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
14,622
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
14,593
shares
|
$1.56 Million
0.55% of portfolio
|
Q4 2024
Added 41.73%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
14,537
shares
|
$1.55 Million
0.69% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,477
shares
|
$1.54 Million
0.13% of portfolio
|
Q4 2024
Added 63.16%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
14,433
shares
|
$1.54 Million
0.4% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,394
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2022
Added 42.19%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
14,380
shares
|
$1.53 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
14,375
shares
|
$1.53 Million
1.3% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
14,247
shares
|
$1.52 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
14,191
shares
|
$1.51 Million
0.3% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
14,049
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
14,049
shares
|
$1.5 Million
1.39% of portfolio
|
Q3 2024
Added 27.92%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,007
shares
|
$1.49 Million
0.61% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13,958
shares
|
$1.49 Million
0.07% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
13,944
shares
|
$1.49 Million
0.62% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
13,656
shares
|
$1.46 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.36%
|