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 |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,326
shares
|
$577,072
0.18% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,290
shares
|
$573,171
0.08% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,277
shares
|
$571,762
0.11% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
5,267
shares
|
$570,679
0.16% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,245
shares
|
$568,295
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,237
shares
|
$567,428
0.1% of portfolio
|
Q3 2023
Added 3.87%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,223
shares
|
$565,912
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
5,222
shares
|
$565,803
0.1% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,190
shares
|
$562,336
0.08% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
5,189
shares
|
$562,228
0.16% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
5,183
shares
|
$561,578
0.19% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
5,159
shares
|
$558,977
0.35% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
5,126
shares
|
$555,402
0.24% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,108
shares
|
$553,451
0.05% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
5,055
shares
|
$547,709
0.03% of portfolio
|
Q3 2024
Reduced 64.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,047
shares
|
$546,842
0.02% of portfolio
|
Q3 2024
Reduced 24.95%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,027
shares
|
$544,675
0.04% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,025
shares
|
$544,458
0.11% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
5,025
shares
|
$544,458
0.27% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,025
shares
|
$544,458
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
5,000
shares
|
$541,750
0.43% of portfolio
|
Q3 2020
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$541,750
0.28% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$541,750
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
5,000
shares
|
$541,750
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,996
shares
|
$541,316
0.18% of portfolio
|
Q3 2024
Reduced 25.2%
|