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 |
|---|---|---|---|---|---|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
5,126
shares
|
$546,124
0.24% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
5,123
shares
|
$545,804
0.14% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
5,111
shares
|
$544,525
0.06% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,108
shares
|
$544,206
0.05% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
5,059
shares
|
$538,985
0.18% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,047
shares
|
$537,707
0.02% of portfolio
|
Q3 2024
Reduced 24.95%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,027
shares
|
$535,576
0.04% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,025
shares
|
$535,363
0.11% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,025
shares
|
$535,363
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
5,000
shares
|
$532,700
0.43% of portfolio
|
Q3 2020
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,000
shares
|
$532,700
0.28% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$532,700
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
5,000
shares
|
$532,700
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
4,999
shares
|
$532,593
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,996
shares
|
$532,273
0.18% of portfolio
|
Q3 2024
Reduced 25.2%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
4,985
shares
|
$531,101
0.14% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,980
shares
|
$530,569
0.15% of portfolio
|
Q4 2022
Reduced 15.31%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
4,971
shares
|
$529,610
0.19% of portfolio
|
Q4 2024
Reduced 41.98%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,969
shares
|
$529,397
0.22% of portfolio
|
Q4 2024
Added 33.0%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
4,964
shares
|
$528,864
0.8% of portfolio
|
Q1 2022
Reduced 3.87%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,962
shares
|
$528,651
0.12% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
4,950
shares
|
$527,373
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,915
shares
|
$523,644
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
4,900
shares
|
$522,046
0.16% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,895
shares
|
$521,513
0.08% of portfolio
|
Q3 2024
Added 0.02%
|