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 1,564 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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
6,049
shares
|
$644,460
0.38% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,024
shares
|
$641,796
0.28% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
6,010
shares
|
$640,305
0.04% of portfolio
|
Q2 2024
Reduced 7.88%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,005
shares
|
$639,772
0.09% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
5,998
shares
|
$639,026
0.53% of portfolio
|
Q2 2024
Added 28.79%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
5,942
shares
|
$633,060
0.26% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
5,920
shares
|
$630,716
0.23% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
5,897
shares
|
$628,266
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
5,880
shares
|
$626,455
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
5,879
shares
|
$626,348
0.22% of portfolio
|
Q4 2024
Added 54.18%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
5,870
shares
|
$625,389
0.13% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
5,863
shares
|
$624,644
0.15% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,860
shares
|
$624,324
0.13% of portfolio
|
Q3 2024
Reduced 38.03%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,859
shares
|
$624,217
0.29% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
5,859
shares
|
$624,217
0.17% of portfolio
|
Q4 2024
Added 68.27%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
5,855
shares
|
$623,791
0.2% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,821
shares
|
$620,169
0.05% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
5,817
shares
|
$619,743
0.51% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
5,769
shares
|
$614,629
0.53% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
5,674
shares
|
$604,507
0.46% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
5,658
shares
|
$602,803
0.12% of portfolio
|
Q3 2024
Added 41.8%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,653
shares
|
$602,270
0.03% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
5,639
shares
|
$600,779
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,639
shares
|
$600,779
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,596
shares
|
$596,197
0.06% of portfolio
|
Q3 2024
Reduced 5.09%
|