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 |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
53,922
shares
|
$5.73 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
53,731
shares
|
$5.71 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
53,522
shares
|
$5.69 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
53,441
shares
|
$5.68 Million
0.71% of portfolio
|
Q3 2024
Added 261.6%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
52,957
shares
|
$5.63 Million
3.14% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
52,705
shares
|
$5.6 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,662
shares
|
$5.6 Million
0.45% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
52,471
shares
|
$5.58 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
52,411
shares
|
$5.57 Million
0.79% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
52,188
shares
|
$5.55 Million
1.81% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
51,863
shares
|
$5.51 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
51,794
shares
|
$5.51 Million
0.43% of portfolio
|
Q4 2023
Added 58.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
51,187
shares
|
$5.44 Million
0.12% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
50,820
shares
|
$5.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
50,634
shares
|
$5.38 Million
4.32% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
50,587
shares
|
$5.38 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
50,447
shares
|
$5.36 Million
0.33% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
50,225
shares
|
$5.34 Million
2.09% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
49,620
shares
|
$5.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
49,464
shares
|
$5.26 Million
0.4% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
49,301
shares
|
$5.24 Million
0.5% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
48,154
shares
|
$5.12 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
47,799
shares
|
$5.08 Million
1.92% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
47,402
shares
|
$5.04 Million
0.12% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,204
shares
|
$5.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.64%
|