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 |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
15,688
shares
|
$1.7 Million
0.69% of portfolio
|
Q3 2024
Added 53.1%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
15,560
shares
|
$1.69 Million
0.64% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
15,526
shares
|
$1.68 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
15,484
shares
|
$1.68 Million
0.6% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
15,456
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
15,416
shares
|
$1.67 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
15,392
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
15,287
shares
|
$1.66 Million
0.8% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
15,257
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
15,205
shares
|
$1.65 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
15,105
shares
|
$1.64 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,090
shares
|
$1.64 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
15,037
shares
|
$1.63 Million
0.5% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
14,969
shares
|
$1.62 Million
0.6% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,963
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.61%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
14,890
shares
|
$1.61 Million
0.44% of portfolio
|
Q3 2024
Added 33.51%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
14,887
shares
|
$1.61 Million
0.86% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
14,767
shares
|
$1.6 Million
0.55% of portfolio
|
Q2 2024
Added 4.37%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
14,622
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
14,476
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
14,414
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,394
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2022
Added 42.19%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
14,132
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
14,123
shares
|
$1.53 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
14,049
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 26.99%
|