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 1,637 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
132,706
shares
|
$14.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
132,201
shares
|
$14.1 Million
1.85% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
131,678
shares
|
$14.1 Million
2.23% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
131,460
shares
|
$14 Million
0.99% of portfolio
|
Q4 2024
Added 39.04%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
130,922
shares
|
$14 Million
1.11% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
130,907
shares
|
$14 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
130,082
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
129,695
shares
|
$13.8 Million
0.21% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
128,687
shares
|
$13.7 Million
0.58% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
127,487
shares
|
$13.6 Million
0.24% of portfolio
|
Q4 2024
Added 27.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
127,441
shares
|
$13.6 Million
0.17% of portfolio
|
Q4 2024
Added 30.26%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
127,351
shares
|
$13.6 Million
0.19% of portfolio
|
Q4 2024
Added 2644.04%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
126,305
shares
|
$13.5 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
126,265
shares
|
$13.5 Million
1.0% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
125,890
shares
|
$13.4 Million
0.47% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
124,800
shares
|
$13.3 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
124,193
shares
|
$13.3 Million
1.46% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
123,620
shares
|
$13.2 Million
0.56% of portfolio
|
Q1 2023
Reduced 3.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
121,464
shares
|
$13 Million
0.45% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
118,085
shares
|
$12.6 Million
4.06% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
117,590
shares
|
$12.5 Million
5.55% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
116,562
shares
|
$12.4 Million
0.77% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
114,697
shares
|
$12.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
114,407
shares
|
$12.2 Million
1.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
114,101
shares
|
$12.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.17%
|