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 1,508 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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
41,109
shares
|
$4.42 Million
0.51% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
41,049
shares
|
$4.42 Million
0.7% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
40,796
shares
|
$4.39 Million
0.28% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
40,663
shares
|
$4.38 Million
0.21% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
40,639
shares
|
$4.37 Million
2.25% of portfolio
|
Q3 2024
Reduced 34.84%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
40,268
shares
|
$4.33 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
40,257
shares
|
$4.33 Million
3.73% of portfolio
|
Q3 2024
Reduced 73.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
39,774
shares
|
$4.28 Million
0.24% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
39,606
shares
|
$4.26 Million
0.49% of portfolio
|
Q4 2022
Added 221.97%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
39,503
shares
|
$4.25 Million
1.92% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
39,190
shares
|
$4.22 Million
1.83% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
38,639
shares
|
$4.16 Million
0.56% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
38,370
shares
|
$4.13 Million
0.71% of portfolio
|
Q3 2024
Reduced 27.14%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,350
shares
|
$4.13 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,346
shares
|
$4.13 Million
0.32% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
38,053
shares
|
$4.09 Million
0.1% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
38,017
shares
|
$4.09 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
37,742
shares
|
$4.06 Million
0.9% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
37,698
shares
|
$4.06 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
37,285
shares
|
$4.01 Million
1.13% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
37,282
shares
|
$4.01 Million
0.75% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
37,251
shares
|
$4.01 Million
0.32% of portfolio
|
Q3 2024
Added 74.29%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
36,953
shares
|
$3.98 Million
3.12% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
36,737
shares
|
$3.95 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
36,610
shares
|
$3.94 Million
0.3% of portfolio
|
Q3 2024
Added 22.29%
|