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 |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
39,725
shares
|
$4.18 Million
2.06% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
39,606
shares
|
$4.17 Million
0.49% of portfolio
|
Q4 2022
Added 221.97%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
39,002
shares
|
$4.1 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
38,748
shares
|
$4.08 Million
1.64% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
38,727
shares
|
$4.07 Million
0.14% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
38,582
shares
|
$4.06 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
38,576
shares
|
$4.06 Million
0.19% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
38,423
shares
|
$4.04 Million
0.59% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
38,422
shares
|
$4.04 Million
0.53% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
38,413
shares
|
$4.04 Million
0.23% of portfolio
|
Q4 2024
Added 35.06%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,346
shares
|
$4.03 Million
0.32% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
37,994
shares
|
$4 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
37,972
shares
|
$3.99 Million
1.63% of portfolio
|
Q4 2024
Added 26.13%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
37,892
shares
|
$3.99 Million
0.87% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
37,675
shares
|
$3.96 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
37,526
shares
|
$3.95 Million
1.78% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
37,496
shares
|
$3.94 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
37,009
shares
|
$3.89 Million
1.64% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36,748
shares
|
$3.87 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
36,728
shares
|
$3.86 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
36,625
shares
|
$3.85 Million
0.4% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
36,548
shares
|
$3.84 Million
0.58% of portfolio
|
Q4 2024
Added 663.48%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
36,424
shares
|
$3.83 Million
0.54% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
36,197
shares
|
$3.81 Million
0.71% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
36,035
shares
|
$3.79 Million
0.44% of portfolio
|
Q4 2024
Reduced 12.34%
|