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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
12,495
shares
|
$1.33 Million
0.96% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,473
shares
|
$1.33 Million
0.45% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
12,385
shares
|
$1.32 Million
0.39% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
12,378
shares
|
$1.32 Million
0.92% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
12,362
shares
|
$1.32 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
12,320
shares
|
$1.31 Million
0.42% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
12,274
shares
|
$1.31 Million
0.4% of portfolio
|
Q4 2024
Added 43.39%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
12,270
shares
|
$1.31 Million
0.57% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
12,245
shares
|
$1.31 Million
0.32% of portfolio
|
Q4 2024
Reduced 24.46%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,117
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
11,981
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 31.04%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,949
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
11,919
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 126.47%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
11,896
shares
|
$1.27 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
11,894
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
11,820
shares
|
$1.26 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,816
shares
|
$1.26 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
11,765
shares
|
$1.26 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
11,711
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
11,709
shares
|
$1.25 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
11,661
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Added 45.56%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
11,498
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,498
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2023
Reduced 17.52%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
11,469
shares
|
$1.22 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
11,422
shares
|
$1.22 Million
0.35% of portfolio
|
Q4 2024
Added 3.5%
|