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 |
|---|---|---|---|---|---|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
37,892
shares
|
$4.03 Million
0.87% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
37,285
shares
|
$3.96 Million
1.13% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
36,953
shares
|
$3.93 Million
3.12% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
36,737
shares
|
$3.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
36,728
shares
|
$3.9 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
36,548
shares
|
$3.88 Million
0.58% of portfolio
|
Q4 2024
Added 663.48%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
36,424
shares
|
$3.87 Million
0.54% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
36,035
shares
|
$3.83 Million
0.44% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
35,977
shares
|
$3.82 Million
0.62% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
35,533
shares
|
$3.78 Million
0.78% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
35,496
shares
|
$3.77 Million
0.78% of portfolio
|
Q3 2024
Added 84.87%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
35,495
shares
|
$3.77 Million
0.09% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,465
shares
|
$3.77 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
35,441
shares
|
$3.77 Million
3.47% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
35,374
shares
|
$3.76 Million
0.39% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
35,031
shares
|
$3.72 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35,028
shares
|
$3.72 Million
0.08% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,960
shares
|
$3.72 Million
0.14% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
34,710
shares
|
$3.69 Million
0.65% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
34,531
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
34,173
shares
|
$3.63 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
34,003
shares
|
$3.61 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,002
shares
|
$3.61 Million
0.11% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
33,935
shares
|
$3.61 Million
2.8% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
33,750
shares
|
$3.59 Million
0.05% of portfolio
|
Q3 2024
Added 1.57%
|