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 1,612 institutions that hold shares in the stock, with a total of 311 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$1.53 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%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
14,123
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 39.85%
|
|
|
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%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,007
shares
|
$1.49 Million
0.61% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
13,985
shares
|
$1.49 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
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
|
$1.45 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
13,484
shares
|
$1.44 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
13,471
shares
|
$1.44 Million
0.94% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
13,460
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
13,433
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
13,312
shares
|
$1.42 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
13,302
shares
|
$1.42 Million
0.29% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
13,280
shares
|
$1.41 Million
0.96% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
13,272
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Added 172.47%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
13,263
shares
|
$1.41 Million
0.17% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
13,260
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 34.59%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
13,241
shares
|
$1.41 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
13,214
shares
|
$1.41 Million
1.53% of portfolio
|
Q4 2024
New holding
|