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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
85,552
shares
|
$9.2 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
85,240
shares
|
$9.17 Million
2.16% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
84,866
shares
|
$9.13 Million
1.6% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
83,476
shares
|
$8.98 Million
1.26% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
82,842
shares
|
$8.91 Million
0.05% of portfolio
|
Q2 2023
Added 332.87%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
82,504
shares
|
$8.87 Million
0.98% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82,343
shares
|
$8.86 Million
0.66% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
81,900
shares
|
$8.81 Million
3.23% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
80,202
shares
|
$8.63 Million
0.36% of portfolio
|
Q3 2024
Added 28.51%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
80,077
shares
|
$8.61 Million
0.61% of portfolio
|
Q3 2024
Added 32.28%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
78,431
shares
|
$8.44 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
77,915
shares
|
$8.38 Million
0.24% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
76,960
shares
|
$8.28 Million
5.23% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
75,969
shares
|
$8.17 Million
2.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
75,915
shares
|
$8.16 Million
0.14% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
75,768
shares
|
$8.15 Million
0.59% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
75,428
shares
|
$8.11 Million
0.79% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
75,282
shares
|
$8.1 Million
0.37% of portfolio
|
Q3 2024
Added 57.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
75,219
shares
|
$8.09 Million
0.26% of portfolio
|
Q3 2024
Added 30.42%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
74,433
shares
|
$8.01 Million
2.45% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
74,052
shares
|
$7.96 Million
3.46% of portfolio
|
Q3 2024
Added 25.91%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
73,872
shares
|
$7.94 Million
0.43% of portfolio
|
Q3 2024
Added 33.05%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
73,829
shares
|
$7.94 Million
0.73% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
73,490
shares
|
$7.9 Million
1.48% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
73,440
shares
|
$7.9 Million
2.07% of portfolio
|
Q3 2024
Reduced 13.69%
|