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 1,516 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
59,808
shares
|
$6.32 Million
3.31% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
59,749
shares
|
$6.31 Million
0.11% of portfolio
|
Q4 2023
Reduced 34.44%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
59,629
shares
|
$6.3 Million
0.65% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
59,385
shares
|
$6.27 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
58,977
shares
|
$6.23 Million
3.25% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
58,907
shares
|
$6.22 Million
2.08% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
58,567
shares
|
$6.19 Million
1.69% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
58,169
shares
|
$6.15 Million
0.41% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
58,154
shares
|
$6.14 Million
2.73% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,839
shares
|
$6.01 Million
0.93% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
56,455
shares
|
$5.96 Million
1.59% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
56,249
shares
|
$5.94 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
56,021
shares
|
$5.92 Million
0.22% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
56,000
shares
|
$5.92 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
55,975
shares
|
$5.91 Million
1.06% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
55,000
shares
|
$5.81 Million
3.11% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
54,873
shares
|
$5.8 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
54,675
shares
|
$5.78 Million
2.72% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,252
shares
|
$5.73 Million
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
53,987
shares
|
$5.7 Million
3.49% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
53,922
shares
|
$5.7 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
53,809
shares
|
$5.68 Million
3.39% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
53,731
shares
|
$5.68 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
53,449
shares
|
$5.65 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
53,441
shares
|
$5.65 Million
0.71% of portfolio
|
Q3 2024
Added 261.6%
|