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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,860
shares
|
$634,931
0.13% of portfolio
|
Q3 2024
Reduced 38.03%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
5,855
shares
|
$634,389
0.2% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
5,769
shares
|
$625,071
0.31% of portfolio
|
Q3 2024
Added 42.09%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
5,739
shares
|
$621,820
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
5,679
shares
|
$615,319
0.38% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
5,675
shares
|
$614,886
0.21% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
5,674
shares
|
$614,777
0.46% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
5,658
shares
|
$613,044
0.12% of portfolio
|
Q3 2024
Added 41.8%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,653
shares
|
$612,502
0.03% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
5,650
shares
|
$612,177
0.28% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
5,639
shares
|
$610,985
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,639
shares
|
$610,985
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,596
shares
|
$606,326
0.06% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,588
shares
|
$605,459
0.09% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,583
shares
|
$604,918
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,570
shares
|
$603,509
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,564
shares
|
$602,859
0.32% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
5,550
shares
|
$601,342
0.56% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
5,489
shares
|
$594,733
0.21% of portfolio
|
Q2 2024
Reduced 17.32%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,448
shares
|
$590,290
0.51% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,446
shares
|
$590,074
0.08% of portfolio
|
Q3 2024
Added 84.42%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
5,405
shares
|
$585,631
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
5,380
shares
|
$582,923
0.21% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
5,358
shares
|
$580,539
0.04% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
5,334
shares
|
$577,938
0.0% of portfolio
|
Q3 2024
Reduced 24.79%
|