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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,419
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
11,357
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
11,348
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
11,302
shares
|
$1.21 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
11,288
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
11,211
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
11,022
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
10,972
shares
|
$1.17 Million
0.6% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
10,956
shares
|
$1.17 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
10,796
shares
|
$1.15 Million
0.61% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
10,755
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
10,741
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Added 31.1%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
10,723
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Added 85.23%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,706
shares
|
$1.14 Million
0.58% of portfolio
|
Q1 2024
Added 54.35%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,690
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,639
shares
|
$1.14 Million
0.69% of portfolio
|
Q2 2024
Added 12.89%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
10,588
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Feb 06, 2025 Q4 2024 |
10,570
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
10,501
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.55%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
10,474
shares
|
$1.12 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
10,472
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
10,438
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
10,437
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,400
shares
|
$1.11 Million
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
10,395
shares
|
$1.11 Million
0.52% of portfolio
|
Q3 2024
New holding
|