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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,563
shares
|
$592,682
0.23% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
5,562
shares
|
$592,575
0.29% of portfolio
|
Q4 2024
Added 41.24%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,550
shares
|
$591,297
0.56% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
5,489
shares
|
$584,798
0.21% of portfolio
|
Q2 2024
Reduced 17.32%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,446
shares
|
$580,216
0.08% of portfolio
|
Q3 2024
Added 84.42%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,433
shares
|
$578,831
0.1% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
5,405
shares
|
$575,848
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
5,384
shares
|
$573,611
0.16% of portfolio
|
Q4 2024
Added 46.46%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,378
shares
|
$572,972
0.21% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
5,358
shares
|
$570,841
0.04% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
5,334
shares
|
$568,284
0.0% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,319
shares
|
$566,686
0.02% of portfolio
|
Q4 2024
Added 158.45%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,277
shares
|
$562,211
0.11% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
5,267
shares
|
$561,146
0.16% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,249
shares
|
$559,228
0.08% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,245
shares
|
$558,802
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,237
shares
|
$557,949
0.1% of portfolio
|
Q3 2023
Added 3.87%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,231
shares
|
$557,310
0.14% of portfolio
|
Q4 2024
Reduced 23.37%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
5,226
shares
|
$556,778
0.19% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,225
shares
|
$556,671
0.09% of portfolio
|
Q4 2024
Added 20.11%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,223
shares
|
$556,458
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
5,183
shares
|
$552,196
0.19% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,159
shares
|
$549,639
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
5,159
shares
|
$549,639
0.32% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
5,126
shares
|
$546,124
0.24% of portfolio
|
Q3 2024
Reduced 1.65%
|