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 1,545 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,923
shares
|
$204,395
0.08% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Rye Brook Capital LLC
|
Oct 22, 2024 Q3 2024 |
1,900
shares
|
$201,951
0.3% of portfolio
|
Q2 2023
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$201,951
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
1,898
shares
|
$201,738
0.03% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,895
shares
|
$201,419
0.03% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,892
shares
|
$201,100
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
1,890
shares
|
$200,888
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
1,890
shares
|
$200,888
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,865
shares
|
$198,230
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$196,636
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,844
shares
|
$195,998
0.08% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,836
shares
|
$195,148
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,707
shares
|
$181,437
0.0% of portfolio
|
Q3 2024
Added 608.3%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,683
shares
|
$178,886
0.03% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,666
shares
|
$177,079
0.04% of portfolio
|
Q2 2023
Reduced 17.28%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,646
shares
|
$174,953
0.05% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,577
shares
|
$167,619
0.01% of portfolio
|
Q3 2024
Added 193.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,574
shares
|
$167,300
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,551
shares
|
$164,855
0.07% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$148,806
0.01% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,389
shares
|
$147,636
0.02% of portfolio
|
Q3 2024
Added 594.5%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,335
shares
|
$141,897
0.07% of portfolio
|
Q4 2024
Reduced 34.75%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
1,328
shares
|
$141,153
0.02% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
1,300
shares
|
$138,177
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
1,300
shares
|
$138,177
0.1% of portfolio
|
Q3 2024
New holding
|