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 |
|---|---|---|---|---|---|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
49
shares
|
$5,220
0.14% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
48
shares
|
$5,113
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42
shares
|
$4,474
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
40
shares
|
$4,261
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$4,261
0.0% of portfolio
|
Q1 2024
Reduced 97.63%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
39
shares
|
$4,155
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
38
shares
|
$4,048
0.0% of portfolio
|
Q3 2024
Added 1166.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
32
shares
|
$3,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
30
shares
|
$3,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
29
shares
|
$3,089
0.0% of portfolio
|
Q2 2024
Reduced 97.74%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25
shares
|
$2,663
0.0% of portfolio
|
Q2 2023
Added 8.7%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
22
shares
|
$2,343
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
19
shares
|
$2,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18
shares
|
$1,917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
17
shares
|
$1,811
0.0% of portfolio
|
Q4 2024
Reduced 93.09%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
15
shares
|
$1,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
14
shares
|
$1,491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$1,278
0.0% of portfolio
|
Q4 2023
Reduced 97.57%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$1,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
9
shares
|
$958
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
8
shares
|
$852
0.0% of portfolio
|
Q2 2024
Added 700.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
8
shares
|
$852
0.0% of portfolio
|
Q2 2023
Reduced 97.56%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6
shares
|
$639
0.06% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5
shares
|
$532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5
shares
|
$532
0.0% of portfolio
|
Q2 2024
Reduced 94.9%
|