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 1,509 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 $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
22,799
shares
|
$2.47 Million
0.06% of portfolio
|
Q2 2024
Added 49.22%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
22,791
shares
|
$2.47 Million
0.68% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
22,715
shares
|
$2.46 Million
0.29% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
22,598
shares
|
$2.45 Million
0.52% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
22,334
shares
|
$2.42 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
22,208
shares
|
$2.41 Million
0.1% of portfolio
|
Q2 2020
Reduced 21.38%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,140
shares
|
$2.4 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
22,083
shares
|
$2.39 Million
1.47% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
22,035
shares
|
$2.39 Million
0.09% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
21,847
shares
|
$2.37 Million
1.28% of portfolio
|
Q2 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,797
shares
|
$2.36 Million
0.57% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,788
shares
|
$2.36 Million
1.68% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
21,701
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
21,644
shares
|
$2.35 Million
0.19% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
21,426
shares
|
$2.32 Million
0.07% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
21,409
shares
|
$2.32 Million
1.45% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
21,364
shares
|
$2.31 Million
0.83% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
21,303
shares
|
$2.31 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
21,090
shares
|
$2.29 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
21,047
shares
|
$2.28 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
20,933
shares
|
$2.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
20,738
shares
|
$2.25 Million
1.67% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20,604
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
20,554
shares
|
$2.23 Million
0.16% of portfolio
|
Q2 2022
Added 4.34%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
20,446
shares
|
$2.22 Million
0.19% of portfolio
|
Q4 2023
Added 149.68%
|