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 |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
9,398
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Added 59.56%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
9,324
shares
|
$1.01 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
9,316
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
9,229
shares
|
$999,962
0.01% of portfolio
|
Q2 2024
Reduced 9.99%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
9,214
shares
|
$998,336
0.01% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
9,149
shares
|
$991,294
0.1% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
9,143
shares
|
$990,644
0.03% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
9,112
shares
|
$987,285
0.09% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
9,083
shares
|
$984,143
0.16% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,081
shares
|
$983,926
0.12% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,074
shares
|
$983,167
0.07% of portfolio
|
Q3 2022
Added 364.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
9,073
shares
|
$983,059
0.02% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
9,042
shares
|
$979,700
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
9,022
shares
|
$977,533
0.12% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
8,977
shares
|
$972,657
0.58% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
8,950
shares
|
$969,732
0.63% of portfolio
|
Q3 2024
Added 26.06%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,943
shares
|
$968,974
0.18% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
8,925
shares
|
$967,023
0.64% of portfolio
|
Q3 2024
Added 43.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
8,913
shares
|
$965,723
0.09% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
8,876
shares
|
$961,714
0.33% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
8,873
shares
|
$961,389
0.09% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
8,857
shares
|
$959,655
0.51% of portfolio
|
Q3 2024
Added 64.17%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
8,824
shares
|
$956,080
0.21% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
8,822
shares
|
$955,863
0.38% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
8,821
shares
|
$955,755
0.31% of portfolio
|
Q3 2024
Added 5.21%
|