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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,767
shares
|
$399,113
0.03% of portfolio
|
Q4 2024
Added 17.87%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
3,762
shares
|
$398,583
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,760
shares
|
$398,372
0.02% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
3,751
shares
|
$397,418
0.02% of portfolio
|
Q4 2024
Added 38.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,741
shares
|
$396,358
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,735
shares
|
$395,723
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,734
shares
|
$395,617
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,723
shares
|
$394,451
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,719
shares
|
$394,028
0.05% of portfolio
|
Q4 2024
Reduced 55.87%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
3,712
shares
|
$393,286
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
3,703
shares
|
$392,332
0.37% of portfolio
|
Q4 2024
Added 47.35%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
3,699
shares
|
$391,909
0.25% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
3,687
shares
|
$390,637
0.13% of portfolio
|
Q4 2024
Added 26.96%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,687
shares
|
$390,637
0.1% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
3,650
shares
|
$386,717
0.0% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
3,614
shares
|
$382,903
0.26% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,581
shares
|
$379,406
0.07% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,575
shares
|
$378,771
0.04% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,570
shares
|
$378,241
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,570
shares
|
$378,241
0.03% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,552
shares
|
$376,334
0.05% of portfolio
|
Q1 2024
Reduced 20.71%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,545
shares
|
$375,592
0.27% of portfolio
|
Q3 2023
Reduced 11.79%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
3,541
shares
|
$375,168
0.28% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
3,539
shares
|
$374,957
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,530
shares
|
$374,003
0.08% of portfolio
|
Q4 2023
New holding
|