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 1,637 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
26,828
shares
|
$2.86 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
26,788
shares
|
$2.86 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
26,753
shares
|
$2.85 Million
0.35% of portfolio
|
Q4 2024
Reduced 49.94%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
26,669
shares
|
$2.85 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
26,637
shares
|
$2.84 Million
2.0% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
26,539
shares
|
$2.83 Million
0.1% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
26,490
shares
|
$2.83 Million
0.73% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
26,428
shares
|
$2.82 Million
0.59% of portfolio
|
Q1 2024
Added 200.63%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
26,425
shares
|
$2.82 Million
0.08% of portfolio
|
Q4 2024
Added 161.4%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
26,412
shares
|
$2.82 Million
0.12% of portfolio
|
Q4 2024
Added 1023.91%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
26,356
shares
|
$2.81 Million
0.39% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
26,269
shares
|
$2.8 Million
0.71% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
26,210
shares
|
$2.8 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
26,196
shares
|
$2.8 Million
0.77% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,915
shares
|
$2.77 Million
0.06% of portfolio
|
Q4 2024
Added 36.57%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,892
shares
|
$2.76 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
25,812
shares
|
$2.75 Million
1.14% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
25,677
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 27.66%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
25,654
shares
|
$2.74 Million
1.73% of portfolio
|
Q3 2024
Reduced 36.33%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
25,630
shares
|
$2.73 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
25,620
shares
|
$2.73 Million
1.45% of portfolio
|
Q4 2024
Added 86.86%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
25,539
shares
|
$2.73 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
25,510
shares
|
$2.72 Million
0.32% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
25,487
shares
|
$2.72 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,304
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2023
Reduced 77.01%
|