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 1,516 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,749
shares
|
$290,431
0.03% of portfolio
|
Q3 2024
Added 40.97%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
2,744
shares
|
$289,903
0.34% of portfolio
|
Q4 2023
Added 0.62%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
2,724
shares
|
$287,790
0.18% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
2,720
shares
|
$287,368
0.22% of portfolio
|
Q2 2024
Reduced 87.87%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$285,255
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
2,699
shares
|
$285,149
0.01% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,684
shares
|
$283,564
0.05% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
2,665
shares
|
$281,557
0.13% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
2,647
shares
|
$279,655
0.23% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
2,642
shares
|
$279,127
0.06% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,638
shares
|
$278,704
0.01% of portfolio
|
Q3 2024
Reduced 53.99%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
2,637
shares
|
$278,599
0.02% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,630
shares
|
$277,859
0.07% of portfolio
|
Q2 2024
Reduced 40.63%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,619
shares
|
$276,697
0.05% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,617
shares
|
$276,486
0.01% of portfolio
|
Q3 2024
Added 31.44%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
2,613
shares
|
$276,063
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
2,603
shares
|
$275,006
0.02% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
2,577
shares
|
$272,260
0.13% of portfolio
|
Q2 2024
Reduced 14.3%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
2,575
shares
|
$272,048
0.23% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
2,569
shares
|
$271,414
0.12% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
2,567
shares
|
$271,203
0.12% of portfolio
|
Q1 2023
Reduced 2.69%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
2,560
shares
|
$270,464
0.09% of portfolio
|
Q1 2024
Reduced 17.76%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,559
shares
|
$270,358
0.18% of portfolio
|
Q3 2024
Reduced 43.08%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,558
shares
|
$270,252
0.11% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,548
shares
|
$269,196
0.01% of portfolio
|
Q3 2024
Reduced 16.38%
|