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 $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,019
shares
|
$425,813
0.01% of portfolio
|
Q4 2024
Added 16.63%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
4,011
shares
|
$424,965
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,974
shares
|
$421,045
0.07% of portfolio
|
Q4 2024
Added 51.74%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,958
shares
|
$419,350
0.13% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,945
shares
|
$417,972
0.03% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,942
shares
|
$417,654
0.24% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,931
shares
|
$416,489
0.22% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
3,902
shares
|
$413,416
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,897
shares
|
$412,887
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,888
shares
|
$411,933
0.04% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
3,888
shares
|
$411,933
0.08% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
3,887
shares
|
$411,827
0.05% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
3,860
shares
|
$408,967
0.09% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
3,855
shares
|
$408,437
0.29% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
3,848
shares
|
$407,695
0.19% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,847
shares
|
$407,589
0.2% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
3,846
shares
|
$407,483
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
3,845
shares
|
$407,377
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
3,839
shares
|
$406,742
0.14% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
3,826
shares
|
$405,364
0.27% of portfolio
|
Q1 2022
Added 1.11%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
3,818
shares
|
$404,517
0.08% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
3,817
shares
|
$404,411
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
3,800
shares
|
$402,610
0.35% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
3,778
shares
|
$400,279
0.11% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
3,776
shares
|
$400,067
0.08% of portfolio
|
Q4 2024
Added 2.58%
|