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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
35,687
shares
|
$3.84 Million
3.17% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
35,541
shares
|
$3.82 Million
2.21% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
35,533
shares
|
$3.82 Million
0.78% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
35,496
shares
|
$3.82 Million
0.78% of portfolio
|
Q3 2024
Added 84.87%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
35,495
shares
|
$3.82 Million
0.09% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
35,441
shares
|
$3.81 Million
3.47% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
35,374
shares
|
$3.8 Million
0.39% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,960
shares
|
$3.76 Million
0.14% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
34,531
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
34,421
shares
|
$3.7 Million
1.77% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
34,173
shares
|
$3.68 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
34,003
shares
|
$3.66 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,002
shares
|
$3.66 Million
0.11% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
33,935
shares
|
$3.65 Million
2.8% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
33,768
shares
|
$3.63 Million
0.59% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
33,750
shares
|
$3.63 Million
0.05% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
33,732
shares
|
$3.63 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
33,684
shares
|
$3.62 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
33,616
shares
|
$3.62 Million
0.13% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
33,201
shares
|
$3.57 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Investment Management Associates Inc
|
Nov 04, 2024 Q3 2024 |
33,191
shares
|
$3.57 Million
0.6% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
33,165
shares
|
$3.57 Million
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
33,102
shares
|
$3.56 Million
0.62% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
33,000
shares
|
$3.55 Million
4.72% of portfolio
|
Q1 2023
Added 94.12%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
32,993
shares
|
$3.55 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.8%
|