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 1,545 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
73,818
shares
|
$7.85 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
73,616
shares
|
$7.82 Million
0.47% of portfolio
|
Q4 2024
Added 46.92%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
73,490
shares
|
$7.81 Million
1.48% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
73,440
shares
|
$7.81 Million
2.07% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
73,126
shares
|
$7.77 Million
2.82% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
72,168
shares
|
$7.67 Million
0.33% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
72,081
shares
|
$7.66 Million
2.25% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
71,748
shares
|
$7.63 Million
2.79% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
71,666
shares
|
$7.62 Million
2.06% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
71,090
shares
|
$7.56 Million
1.87% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
70,933
shares
|
$7.54 Million
8.47% of portfolio
|
Q3 2023
Reduced 20.86%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
70,922
shares
|
$7.54 Million
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
70,783
shares
|
$7.52 Million
1.22% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
70,692
shares
|
$7.51 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
70,422
shares
|
$7.49 Million
0.49% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
70,307
shares
|
$7.47 Million
0.91% of portfolio
|
Q3 2022
Reduced 44.57%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
70,216
shares
|
$7.46 Million
1.17% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
69,601
shares
|
$7.4 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
69,179
shares
|
$7.35 Million
0.37% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
69,168
shares
|
$7.35 Million
1.88% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
68,671
shares
|
$7.3 Million
4.61% of portfolio
|
Q1 2024
Added 8.97%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
68,664
shares
|
$7.3 Million
1.93% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
68,149
shares
|
$7.24 Million
1.74% of portfolio
|
Q3 2024
Added 29.59%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
68,083
shares
|
$7.24 Million
1.65% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
67,279
shares
|
$7.15 Million
0.76% of portfolio
|
Q4 2024
Added 4.16%
|