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 |
|---|---|---|---|---|---|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
2,305
shares
|
$242,462
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,303
shares
|
$242,252
0.05% of portfolio
|
Q2 2024
Reduced 81.84%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
2,290
shares
|
$240,885
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
2,270
shares
|
$238,781
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,264
shares
|
$238,150
0.02% of portfolio
|
Q4 2024
Reduced 61.52%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,241
shares
|
$235,730
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
2,223
shares
|
$233,837
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,220
shares
|
$233,521
0.16% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
2,218
shares
|
$233,311
0.01% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,208
shares
|
$232,259
0.06% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
2,207
shares
|
$232,154
0.12% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
2,197
shares
|
$231,102
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
2,172
shares
|
$228,472
0.16% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2,170
shares
|
$228,262
0.06% of portfolio
|
Q4 2024
Added 31.83%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
2,167
shares
|
$227,946
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
2,163
shares
|
$227,525
0.05% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
2,157
shares
|
$226,894
0.14% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
2,150
shares
|
$226,158
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,139
shares
|
$225,001
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,129
shares
|
$223,949
0.07% of portfolio
|
Q4 2024
Reduced 82.18%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
2,128
shares
|
$223,844
0.08% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
2,127
shares
|
$223,739
0.03% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
2,127
shares
|
$223,739
0.07% of portfolio
|
Q2 2024
Reduced 70.94%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
2,110
shares
|
$221,950
0.15% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
2,102
shares
|
$221,109
0.09% of portfolio
|
Q4 2024
Reduced 0.14%
|