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 1,661 institutions that hold shares in the stock, with a total of 321 Million shares, which have been reported (via 13F filing form) to have a value of $33.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
90,215
shares
|
$9.46 Million
0.25% of portfolio
|
Q4 2024
Reduced 63.05%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
88,678
shares
|
$9.3 Million
0.66% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
88,096
shares
|
$9.24 Million
0.56% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
87,972
shares
|
$9.22 Million
2.66% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
87,715
shares
|
$9.2 Million
3.43% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
87,416
shares
|
$9.16 Million
7.58% of portfolio
|
Q4 2022
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
87,282
shares
|
$9.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
87,176
shares
|
$9.14 Million
3.94% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Horiko Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
86,550
shares
|
$9.07 Million
2.67% of portfolio
|
Q4 2024
Added 33.05%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
86,170
shares
|
$9.03 Million
1.26% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
85,886
shares
|
$9 Million
0.3% of portfolio
|
Q4 2023
Reduced 46.62%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
85,384
shares
|
$8.95 Million
1.59% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
85,300
shares
|
$8.94 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
84,850
shares
|
$8.9 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
84,391
shares
|
$8.85 Million
3.35% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
84,349
shares
|
$8.84 Million
0.46% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
83,735
shares
|
$8.78 Million
0.94% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
83,692
shares
|
$8.77 Million
0.68% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
83,437
shares
|
$8.75 Million
2.75% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
82,842
shares
|
$8.69 Million
0.05% of portfolio
|
Q2 2023
Added 332.87%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
82,747
shares
|
$8.68 Million
0.32% of portfolio
|
Q4 2024
Added 64.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82,343
shares
|
$8.63 Million
0.66% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
82,213
shares
|
$8.62 Million
1.11% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
82,061
shares
|
$8.6 Million
2.3% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
80,070
shares
|
$8.39 Million
0.25% of portfolio
|
Q4 2024
Added 6.45%
|