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 1,660 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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
7,156
shares
|
$752,739
0.07% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
7,123
shares
|
$749,268
0.39% of portfolio
|
Q4 2024
Reduced 14.59%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,121
shares
|
$749,057
0.07% of portfolio
|
Q4 2024
Added 64.42%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
7,107
shares
|
$747,585
0.1% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
7,099
shares
|
$746,743
0.27% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
7,060
shares
|
$742,641
0.07% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
7,057
shares
|
$742,325
0.31% of portfolio
|
Q2 2024
Added 9.89%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$736,330
0.12% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
6,982
shares
|
$734,436
0.15% of portfolio
|
Q2 2022
Reduced 4.71%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
6,979
shares
|
$734,121
0.03% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,883
shares
|
$724,022
0.03% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,854
shares
|
$720,972
0.08% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
6,850
shares
|
$720,551
0.25% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
6,821
shares
|
$717,500
0.07% of portfolio
|
Q1 2025
Added 65.48%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
6,816
shares
|
$716,975
0.1% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,795
shares
|
$714,766
0.14% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
6,770
shares
|
$712,136
0.17% of portfolio
|
Q1 2025
Reduced 55.93%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,767
shares
|
$711,820
0.13% of portfolio
|
Q1 2023
Added 38.84%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,765
shares
|
$711,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
6,678
shares
|
$702,458
0.15% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
6,674
shares
|
$702,038
0.44% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
6,665
shares
|
$701,091
0.11% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
6,653
shares
|
$699,829
0.11% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
6,603
shares
|
$694,569
0.2% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
6,591
shares
|
$693,307
0.34% of portfolio
|
Q4 2024
Added 32.22%
|