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 1,663 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $34.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
196,286
shares
|
$20.6 Million
0.73% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
196,284
shares
|
$20.6 Million
4.82% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
195,745
shares
|
$20.6 Million
1.5% of portfolio
|
Q2 2022
Added 3.98%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
194,935
shares
|
$20.5 Million
2.66% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
194,813
shares
|
$20.5 Million
1.8% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
194,358
shares
|
$20.4 Million
0.19% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
193,241
shares
|
$20.3 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
192,519
shares
|
$20.3 Million
15.41% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
190,734
shares
|
$20.1 Million
0.77% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
189,674
shares
|
$20 Million
2.92% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
189,391
shares
|
$19.9 Million
0.81% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
187,387
shares
|
$19.7 Million
0.09% of portfolio
|
Q4 2024
Added 35.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
187,125
shares
|
$19.7 Million
1.33% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
182,585
shares
|
$19.2 Million
2.26% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
180,879
shares
|
$19 Million
3.57% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
180,724
shares
|
$19 Million
4.01% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
180,479
shares
|
$19 Million
2.99% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
180,428
shares
|
$19 Million
0.17% of portfolio
|
Q4 2024
Added 44.2%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
179,842
shares
|
$18.9 Million
0.6% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
178,738
shares
|
$18.8 Million
0.95% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
178,591
shares
|
$18.8 Million
0.89% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
177,094
shares
|
$18.6 Million
0.36% of portfolio
|
Q4 2024
Added 339.91%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
175,873
shares
|
$18.5 Million
4.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
175,687
shares
|
$18.5 Million
0.53% of portfolio
|
Q4 2024
Reduced 29.97%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
174,600
shares
|
$18.4 Million
16.19% of portfolio
|
Q4 2024
Reduced 0.28%
|