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 $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
275,995
shares
|
$29 Million
0.1% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
275,601
shares
|
$29 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
271,113
shares
|
$28.5 Million
0.34% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
269,302
shares
|
$28.3 Million
2.54% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
267,739
shares
|
$28.2 Million
5.52% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
261,633
shares
|
$27.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.4%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
259,499
shares
|
$27.3 Million
3.17% of portfolio
|
Q4 2024
Added 24.4%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
257,303
shares
|
$27.1 Million
0.2% of portfolio
|
Q4 2024
Added 20.48%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
256,752
shares
|
$27 Million
5.63% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
255,976
shares
|
$26.9 Million
4.76% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
255,294
shares
|
$26.9 Million
0.22% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
252,441
shares
|
$26.6 Million
0.53% of portfolio
|
Q4 2022
Added 27.24%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
250,019
shares
|
$26.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 18.4%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
249,679
shares
|
$26.3 Million
3.23% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
249,375
shares
|
$26.2 Million
0.17% of portfolio
|
Q4 2024
Added 114.65%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
249,158
shares
|
$26.2 Million
7.56% of portfolio
|
Q4 2024
Added 76.08%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
247,947
shares
|
$26.1 Million
0.32% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
247,506
shares
|
$26 Million
2.49% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
244,092
shares
|
$25.7 Million
0.65% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
242,902
shares
|
$25.6 Million
1.02% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
241,400
shares
|
$25.4 Million
0.64% of portfolio
|
Q1 2020
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
239,337
shares
|
$25.2 Million
9.88% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
237,907
shares
|
$25 Million
2.13% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
235,135
shares
|
$24.7 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
230,925
shares
|
$24.3 Million
0.0% of portfolio
|
Q4 2024
Added 42.38%
|