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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
17,163
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
17,132
shares
|
$1.86 Million
0.66% of portfolio
|
Q3 2024
Added 123.07%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,008
shares
|
$1.84 Million
0.44% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
16,972
shares
|
$1.84 Million
0.58% of portfolio
|
Q3 2024
Added 48.86%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
16,942
shares
|
$1.84 Million
0.62% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
16,918
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
16,915
shares
|
$1.83 Million
1.5% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
16,878
shares
|
$1.83 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
16,810
shares
|
$1.82 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
16,805
shares
|
$1.82 Million
0.71% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
16,758
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
16,656
shares
|
$1.8 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
16,616
shares
|
$1.8 Million
1.06% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,591
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
16,544
shares
|
$1.79 Million
0.15% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
16,437
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
16,416
shares
|
$1.78 Million
0.64% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
16,382
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
16,211
shares
|
$1.76 Million
0.44% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
16,104
shares
|
$1.74 Million
0.6% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
16,062
shares
|
$1.74 Million
0.2% of portfolio
|
Q3 2024
Added 424.56%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
16,041
shares
|
$1.74 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
15,858
shares
|
$1.72 Million
0.57% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
15,729
shares
|
$1.7 Million
0.49% of portfolio
|
Q2 2022
Reduced 0.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
15,711
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2024
Added 86.39%
|