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 |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
11,801
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,800
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
11,795
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
11,711
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
11,709
shares
|
$1.24 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
11,686
shares
|
$1.24 Million
0.45% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
11,661
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Added 45.56%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
11,498
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,498
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2023
Reduced 17.52%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
11,469
shares
|
$1.22 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
11,454
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 48.35%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,419
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
11,357
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
11,348
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
11,288
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
11,285
shares
|
$1.2 Million
1.15% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
11,211
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
11,036
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
11,022
shares
|
$1.17 Million
0.16% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
10,956
shares
|
$1.16 Million
0.59% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
10,867
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,775
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
10,755
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
10,741
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2024
Added 31.1%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
10,723
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Added 85.23%
|