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 1,662 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
49,464
shares
|
$5.2 Million
0.4% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
49,428
shares
|
$5.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
49,301
shares
|
$5.19 Million
0.5% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
49,209
shares
|
$5.18 Million
3.35% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
49,129
shares
|
$5.17 Million
0.5% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
48,740
shares
|
$5.13 Million
3.08% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
48,448
shares
|
$5.1 Million
1.79% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
48,220
shares
|
$5.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 39.78%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
48,154
shares
|
$5.07 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
48,012
shares
|
$5.05 Million
0.4% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
47,799
shares
|
$5.03 Million
1.92% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
47,594
shares
|
$5.01 Million
0.09% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,204
shares
|
$4.97 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
47,131
shares
|
$4.96 Million
2.71% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
47,063
shares
|
$4.95 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
46,916
shares
|
$4.94 Million
0.07% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
46,619
shares
|
$4.9 Million
2.54% of portfolio
|
Q4 2024
Added 31.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
46,023
shares
|
$4.84 Million
0.14% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
45,856
shares
|
$4.82 Million
0.12% of portfolio
|
Q4 2024
Added 496.38%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
45,603
shares
|
$4.8 Million
1.96% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
45,522
shares
|
$4.79 Million
0.41% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
45,359
shares
|
$4.77 Million
0.28% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
45,284
shares
|
$4.76 Million
0.34% of portfolio
|
Q1 2025
Reduced 22.15%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
45,223
shares
|
$4.76 Million
0.21% of portfolio
|
Q4 2024
Reduced 39.93%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
45,186
shares
|
$4.75 Million
1.14% of portfolio
|
Q4 2022
Added 391.37%
|