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 |
|---|---|---|---|---|---|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
5,929
shares
|
$621,596
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
5,920
shares
|
$620,652
0.23% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
5,897
shares
|
$618,241
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
5,880
shares
|
$616,459
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
5,879
shares
|
$616,354
0.22% of portfolio
|
Q4 2024
Added 54.18%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
5,863
shares
|
$614,676
0.15% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,859
shares
|
$614,257
0.29% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
5,859
shares
|
$614,257
0.17% of portfolio
|
Q4 2024
Added 68.27%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,821
shares
|
$610,273
0.05% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
5,817
shares
|
$609,854
0.51% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
5,792
shares
|
$607,233
0.46% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
5,769
shares
|
$604,821
0.53% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,653
shares
|
$592,660
0.03% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,639
shares
|
$591,192
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
5,633
shares
|
$590,563
0.41% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
5,584
shares
|
$585,426
0.08% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,563
shares
|
$583,224
0.23% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
5,562
shares
|
$583,120
0.29% of portfolio
|
Q4 2024
Added 41.24%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,550
shares
|
$581,862
0.56% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,540
shares
|
$580,813
0.06% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
5,533
shares
|
$580,079
0.27% of portfolio
|
Q4 2024
Added 37.6%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
5,525
shares
|
$579,241
0.2% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,482
shares
|
$574,732
0.01% of portfolio
|
Q4 2024
Added 24.22%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,433
shares
|
$569,595
0.1% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
5,416
shares
|
$567,813
0.09% of portfolio
|
Q4 2024
New holding
|