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 $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
70,307
shares
|
$7.45 Million
0.91% of portfolio
|
Q3 2022
Reduced 44.57%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
70,216
shares
|
$7.44 Million
1.17% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
69,089
shares
|
$7.32 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
68,962
shares
|
$7.31 Million
0.9% of portfolio
|
Q4 2024
Added 94.28%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
68,671
shares
|
$7.28 Million
4.61% of portfolio
|
Q1 2024
Added 8.97%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
68,664
shares
|
$7.27 Million
1.93% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
68,227
shares
|
$7.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
68,047
shares
|
$7.21 Million
1.05% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
67,279
shares
|
$7.13 Million
0.76% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
67,269
shares
|
$7.13 Million
0.76% of portfolio
|
Q4 2024
Added 61.5%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
67,170
shares
|
$7.12 Million
2.77% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
67,077
shares
|
$7.11 Million
0.1% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
66,875
shares
|
$7.09 Million
1.56% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
66,420
shares
|
$7.04 Million
1.53% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
66,019
shares
|
$6.99 Million
3.07% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,009
shares
|
$6.99 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
65,979
shares
|
$6.99 Million
1.68% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
65,825
shares
|
$6.97 Million
0.39% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
65,789
shares
|
$6.97 Million
0.23% of portfolio
|
Q4 2024
Added 63.38%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
65,709
shares
|
$6.96 Million
0.46% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
65,678
shares
|
$6.96 Million
3.98% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
65,641
shares
|
$6.95 Million
1.8% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
65,064
shares
|
$6.89 Million
2.54% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
64,732
shares
|
$6.86 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
64,281
shares
|
$6.81 Million
3.54% of portfolio
|
Q4 2024
Added 21.38%
|