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 1,656 institutions that hold shares in the stock, with a total of 340 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
25,510
shares
|
$2.64 Million
0.32% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
25,487
shares
|
$2.64 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
|
$2.62 Million
0.11% of portfolio
|
Q3 2023
Reduced 77.01%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
25,261
shares
|
$2.61 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$2.61 Million
0.74% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
25,117
shares
|
$2.6 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
25,096
shares
|
$2.6 Million
0.19% of portfolio
|
Q4 2024
Added 73.36%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
24,787
shares
|
$2.56 Million
1.78% of portfolio
|
Q2 2024
Reduced 10.72%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
24,734
shares
|
$2.56 Million
0.99% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,695
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
24,504
shares
|
$2.53 Million
1.31% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
24,491
shares
|
$2.53 Million
0.16% of portfolio
|
Q1 2025
Reduced 85.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
24,450
shares
|
$2.53 Million
0.76% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
24,351
shares
|
$2.52 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
24,330
shares
|
$2.52 Million
2.09% of portfolio
|
Q4 2022
Reduced 5.35%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
24,145
shares
|
$2.5 Million
0.96% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
23,838
shares
|
$2.47 Million
1.72% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
23,584
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
23,497
shares
|
$2.43 Million
0.11% of portfolio
|
Q4 2024
Added 30.01%
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
23,400
shares
|
$2.42 Million
2.71% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
23,264
shares
|
$2.41 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
23,239
shares
|
$2.4 Million
0.94% of portfolio
|
Q4 2024
Added 33.38%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
23,214
shares
|
$2.4 Million
1.32% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
23,180
shares
|
$2.4 Million
0.3% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
23,079
shares
|
$2.39 Million
1.27% of portfolio
|
Q4 2024
Added 0.0%
|