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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
174,379
shares
|
$18.3 Million
1.16% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
174,298
shares
|
$18.3 Million
2.8% of portfolio
|
Q4 2024
Added 44.83%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
168,332
shares
|
$17.7 Million
4.24% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
167,944
shares
|
$17.7 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
167,725
shares
|
$17.6 Million
6.55% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
167,217
shares
|
$17.6 Million
0.35% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
166,621
shares
|
$17.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
162,404
shares
|
$17.1 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
159,602
shares
|
$16.8 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
157,627
shares
|
$16.6 Million
1.99% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
156,479
shares
|
$16.5 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
153,838
shares
|
$16.2 Million
0.0% of portfolio
|
Q4 2024
Added 511.51%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
153,768
shares
|
$16.2 Million
5.81% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
153,000
shares
|
$16.1 Million
1.2% of portfolio
|
Q3 2020
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
152,715
shares
|
$16.1 Million
11.12% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
152,344
shares
|
$16 Million
1.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
148,038
shares
|
$15.6 Million
2.25% of portfolio
|
Q4 2024
Added 124.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
147,703
shares
|
$15.5 Million
0.37% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
146,477
shares
|
$15.4 Million
2.2% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
143,173
shares
|
$15.1 Million
9.35% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
142,485
shares
|
$15 Million
1.58% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
139,749
shares
|
$14.7 Million
1.01% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
138,811
shares
|
$14.6 Million
0.32% of portfolio
|
Q4 2024
Reduced 82.65%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
137,086
shares
|
$14.4 Million
0.28% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
132,706
shares
|
$14 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.42%
|