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 1,509 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 $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
122,849
shares
|
$13.3 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
120,349
shares
|
$13.1 Million
2.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
118,925
shares
|
$12.9 Million
4.2% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
118,819
shares
|
$12.9 Million
0.51% of portfolio
|
Q3 2024
Added 28.77%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
117,590
shares
|
$12.8 Million
5.55% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
116,177
shares
|
$12.6 Million
0.08% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
115,183
shares
|
$12.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
114,932
shares
|
$12.5 Million
0.43% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
114,866
shares
|
$12.5 Million
0.93% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
114,529
shares
|
$12.4 Million
1.98% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
114,290
shares
|
$12.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
113,324
shares
|
$12.3 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
112,935
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
112,823
shares
|
$12.2 Million
6.18% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
112,204
shares
|
$12.2 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
112,031
shares
|
$12.2 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
110,600
shares
|
$12 Million
4.74% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
110,184
shares
|
$12 Million
1.34% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
109,696
shares
|
$11.9 Million
2.09% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
108,749
shares
|
$11.8 Million
4.17% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
108,111
shares
|
$11.7 Million
17.8% of portfolio
|
Q4 2022
Reduced 28.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
105,918
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
105,271
shares
|
$11.4 Million
0.75% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
104,548
shares
|
$11.3 Million
1.0% of portfolio
|
Q3 2024
Added 116.24%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
103,723
shares
|
$11.3 Million
3.28% of portfolio
|
Q3 2024
Added 4.88%
|