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 |
|---|---|---|---|---|---|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
45,593
shares
|
$4.9 Million
2.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
45,371
shares
|
$4.88 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
45,186
shares
|
$4.86 Million
1.14% of portfolio
|
Q4 2022
Added 391.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
44,638
shares
|
$4.8 Million
0.23% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
44,594
shares
|
$4.8 Million
0.15% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
44,131
shares
|
$4.75 Million
0.13% of portfolio
|
Q4 2023
Added 320.98%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
43,989
shares
|
$4.73 Million
0.5% of portfolio
|
Q3 2024
Added 37.58%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
43,825
shares
|
$4.71 Million
3.12% of portfolio
|
Q3 2024
Added 25.83%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
43,533
shares
|
$4.68 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
43,422
shares
|
$4.67 Million
0.12% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
43,371
shares
|
$4.66 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
43,359
shares
|
$4.66 Million
0.87% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
43,197
shares
|
$4.65 Million
0.36% of portfolio
|
Q3 2024
Added 139.85%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
43,017
shares
|
$4.63 Million
1.63% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
42,938
shares
|
$4.62 Million
0.18% of portfolio
|
Q3 2024
Added 230.6%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
42,871
shares
|
$4.61 Million
1.92% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
42,866
shares
|
$4.61 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.65%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
42,560
shares
|
$4.58 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
42,441
shares
|
$4.56 Million
0.45% of portfolio
|
Q2 2024
Added 54.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
42,314
shares
|
$4.55 Million
0.13% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
41,719
shares
|
$4.49 Million
0.43% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
41,653
shares
|
$4.48 Million
0.49% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
41,544
shares
|
$4.47 Million
0.35% of portfolio
|
Q3 2024
Added 31.51%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
41,538
shares
|
$4.47 Million
0.36% of portfolio
|
Q3 2024
Added 93.78%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
41,358
shares
|
$4.45 Million
1.92% of portfolio
|
Q3 2024
Added 0.71%
|