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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,309
shares
|
$778,700
0.03% of portfolio
|
Q2 2024
Added 8.35%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
7,299
shares
|
$777,635
0.2% of portfolio
|
Q4 2024
Reduced 40.09%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
7,276
shares
|
$775,185
0.19% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,243
shares
|
$771,669
0.18% of portfolio
|
Q1 2024
Added 123.34%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
7,225
shares
|
$769,751
0.12% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,197
shares
|
$766,768
0.04% of portfolio
|
Q4 2024
Added 42.37%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
7,163
shares
|
$763,146
0.22% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
7,158
shares
|
$762,613
0.31% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
7,156
shares
|
$762,400
0.07% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,121
shares
|
$758,671
0.07% of portfolio
|
Q4 2024
Added 64.42%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
7,107
shares
|
$757,179
0.1% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,074
shares
|
$753,663
0.14% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
7,060
shares
|
$752,172
0.07% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
7,057
shares
|
$751,852
0.31% of portfolio
|
Q2 2024
Added 9.89%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
7,035
shares
|
$749,508
0.16% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$745,780
0.12% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,982
shares
|
$743,862
0.15% of portfolio
|
Q2 2022
Reduced 4.71%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
6,894
shares
|
$734,486
0.26% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,883
shares
|
$733,314
0.03% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,854
shares
|
$730,225
0.08% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
6,850
shares
|
$729,799
0.25% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
6,830
shares
|
$727,668
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
6,816
shares
|
$726,176
0.1% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,767
shares
|
$720,956
0.13% of portfolio
|
Q1 2023
Added 38.84%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,765
shares
|
$720,743
0.01% of portfolio
|
Q3 2024
New holding
|