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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
35,977
shares
|
$3.78 Million
0.62% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
35,578
shares
|
$3.74 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
35,518
shares
|
$3.74 Million
0.77% of portfolio
|
Q3 2023
Reduced 23.37%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
35,495
shares
|
$3.73 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,465
shares
|
$3.73 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35,028
shares
|
$3.68 Million
0.08% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
34,710
shares
|
$3.65 Million
0.65% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
34,683
shares
|
$3.65 Million
0.39% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
34,524
shares
|
$3.63 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
34,509
shares
|
$3.63 Million
3.42% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
34,391
shares
|
$3.62 Million
3.71% of portfolio
|
Q4 2024
Added 362.43%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
34,030
shares
|
$3.58 Million
1.29% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
33,532
shares
|
$3.53 Million
0.34% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
33,515
shares
|
$3.53 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
33,308
shares
|
$3.5 Million
2.06% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Investment Management Associates Inc
|
Feb 03, 2025 Q4 2024 |
33,191
shares
|
$3.49 Million
0.63% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
33,165
shares
|
$3.49 Million
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
33,051
shares
|
$3.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
33,000
shares
|
$3.47 Million
4.72% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
32,973
shares
|
$3.47 Million
1.93% of portfolio
|
Q4 2023
Reduced 16.14%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
32,910
shares
|
$3.46 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
32,901
shares
|
$3.46 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
32,829
shares
|
$3.45 Million
0.24% of portfolio
|
Q4 2024
Reduced 46.81%
|