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 |
|---|---|---|---|---|---|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
19,025
shares
|
$2.06 Million
1.06% of portfolio
|
Q4 2022
Added 64.62%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
18,976
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Added 52.22%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
18,976
shares
|
$2.06 Million
0.5% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
18,664
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
18,664
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2024
Reduced 86.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
18,554
shares
|
$2.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 78.2%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
18,427
shares
|
$2 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
18,421
shares
|
$2 Million
0.62% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
18,415
shares
|
$2 Million
0.67% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
18,294
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,250
shares
|
$1.98 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,073
shares
|
$1.96 Million
0.09% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
18,006
shares
|
$1.95 Million
0.18% of portfolio
|
Q3 2022
Reduced 18.96%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,972
shares
|
$1.95 Million
0.28% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
17,943
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
Added 47.1%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
17,928
shares
|
$1.94 Million
0.29% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
17,748
shares
|
$1.92 Million
0.17% of portfolio
|
Q3 2024
Added 63.94%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
17,505
shares
|
$1.9 Million
0.86% of portfolio
|
Q4 2023
Added 8.32%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
17,485
shares
|
$1.89 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
17,474
shares
|
$1.89 Million
0.42% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
17,466
shares
|
$1.89 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
17,453
shares
|
$1.89 Million
1.03% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
17,423
shares
|
$1.89 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
17,411
shares
|
$1.89 Million
0.25% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
17,193
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Added 0.57%
|