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 1,571 institutions that hold shares in the stock, with a total of 309 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 |
|---|---|---|---|---|---|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
8,876
shares
|
$945,649
0.33% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
8,857
shares
|
$943,624
0.51% of portfolio
|
Q3 2024
Added 64.17%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
8,847
shares
|
$942,559
0.67% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,806
shares
|
$938,191
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
8,795
shares
|
$937,019
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,716
shares
|
$928,602
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
8,663
shares
|
$922,956
0.51% of portfolio
|
Q1 2023
Reduced 39.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
8,652
shares
|
$921,784
0.11% of portfolio
|
Q4 2024
Added 160.6%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
8,651
shares
|
$921,677
0.16% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,619
shares
|
$918,268
0.54% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
8,577
shares
|
$913,793
0.19% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8,532
shares
|
$908,999
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
8,532
shares
|
$908,999
0.48% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
8,532
shares
|
$908,999
0.66% of portfolio
|
Q3 2024
Reduced 81.89%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
8,509
shares
|
$906,548
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
8,509
shares
|
$906,548
0.37% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
8,505
shares
|
$906,122
0.04% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
8,491
shares
|
$904,631
0.61% of portfolio
|
Q2 2023
Reduced 48.05%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
8,467
shares
|
$902,074
0.22% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,428
shares
|
$897,919
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,400
shares
|
$894,936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
8,378
shares
|
$892,592
0.61% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
8,352
shares
|
$889,822
0.1% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
8,340
shares
|
$888,543
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,300
shares
|
$884,282
0.15% of portfolio
|
Q4 2024
New holding
|