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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
7,077
shares
|
$766,792
0.05% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,074
shares
|
$766,467
0.14% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
7,057
shares
|
$764,625
0.31% of portfolio
|
Q2 2024
Added 9.89%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
7,040
shares
|
$762,784
0.24% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
7,035
shares
|
$762,242
0.16% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,982
shares
|
$756,499
0.15% of portfolio
|
Q2 2022
Reduced 4.71%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
6,899
shares
|
$747,506
0.35% of portfolio
|
Q3 2024
Added 88.65%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
6,894
shares
|
$746,964
0.26% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
6,833
shares
|
$740,355
0.08% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
6,826
shares
|
$739,597
0.19% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,767
shares
|
$733,204
0.13% of portfolio
|
Q1 2023
Added 38.84%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
6,765
shares
|
$732,987
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
6,750
shares
|
$731,362
0.07% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,748
shares
|
$731,145
0.05% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
6,724
shares
|
$728,545
0.38% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
6,717
shares
|
$727,786
0.05% of portfolio
|
Q3 2024
Added 34.47%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
6,714
shares
|
$727,461
0.14% of portfolio
|
Q2 2024
Reduced 28.22%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
6,688
shares
|
$724,644
0.51% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
6,678
shares
|
$723,561
0.16% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,665
shares
|
$722,152
0.11% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
6,658
shares
|
$721,394
0.46% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,653
shares
|
$720,852
0.1% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,605
shares
|
$715,651
0.01% of portfolio
|
Q3 2024
Added 114.31%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
6,603
shares
|
$715,435
0.2% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,601
shares
|
$715,218
0.0% of portfolio
|
Q3 2024
New holding
|