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 |
|---|---|---|---|---|---|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
45,057
shares
|
$4.74 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
45,022
shares
|
$4.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
44,726
shares
|
$4.7 Million
1.62% of portfolio
|
Q4 2024
Added 192.58%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
44,387
shares
|
$4.67 Million
0.74% of portfolio
|
Q4 2024
Added 31.45%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
44,382
shares
|
$4.67 Million
0.34% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
44,369
shares
|
$4.67 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
44,331
shares
|
$4.66 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
44,131
shares
|
$4.64 Million
0.13% of portfolio
|
Q4 2023
Added 320.98%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
44,001
shares
|
$4.63 Million
0.17% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
43,417
shares
|
$4.57 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
43,287
shares
|
$4.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 51.28%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
43,201
shares
|
$4.54 Million
0.36% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
43,147
shares
|
$4.54 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
43,137
shares
|
$4.54 Million
0.21% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
42,866
shares
|
$4.51 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.65%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
42,667
shares
|
$4.49 Million
1.9% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
42,248
shares
|
$4.44 Million
0.69% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
42,071
shares
|
$4.43 Million
0.34% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
41,823
shares
|
$4.4 Million
0.07% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
41,719
shares
|
$4.39 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
40,336
shares
|
$4.24 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,220
shares
|
$4.23 Million
0.14% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
40,162
shares
|
$4.22 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
40,099
shares
|
$4.22 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
40,008
shares
|
$4.21 Million
0.15% of portfolio
|
Q4 2024
Added 19.01%
|