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 1,507 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 $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
94,979
shares
|
$10.2 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
94,551
shares
|
$10.2 Million
0.72% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
93,162
shares
|
$10 Million
2.88% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
93,161
shares
|
$10 Million
1.28% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
93,055
shares
|
$10 Million
5.12% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
92,953
shares
|
$10 Million
1.98% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
92,756
shares
|
$9.98 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
91,851
shares
|
$9.88 Million
3.71% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
90,549
shares
|
$9.74 Million
0.93% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
90,545
shares
|
$9.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
90,200
shares
|
$9.7 Million
4.21% of portfolio
|
Q3 2024
Added 128.11%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
89,980
shares
|
$9.68 Million
1.99% of portfolio
|
Q3 2020
Added 3.46%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
88,976
shares
|
$9.57 Million
4.52% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
88,847
shares
|
$9.56 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
88,653
shares
|
$9.53 Million
0.93% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
88,511
shares
|
$9.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
88,199
shares
|
$9.49 Million
2.71% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
87,416
shares
|
$9.4 Million
7.58% of portfolio
|
Q4 2022
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
87,355
shares
|
$9.4 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
87,244
shares
|
$9.38 Million
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
86,981
shares
|
$9.35 Million
0.86% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
86,977
shares
|
$9.35 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
86,506
shares
|
$9.3 Million
2.33% of portfolio
|
Q3 2024
Added 4095.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
85,886
shares
|
$9.24 Million
0.3% of portfolio
|
Q4 2023
Reduced 46.62%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
85,869
shares
|
$9.24 Million
0.45% of portfolio
|
Q3 2024
Reduced 11.01%
|