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 |
|---|---|---|---|---|---|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,686
shares
|
$507,728
0.04% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,685
shares
|
$507,619
0.03% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,672
shares
|
$506,211
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,641
shares
|
$502,852
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,633
shares
|
$501,985
0.08% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,616
shares
|
$500,143
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,606
shares
|
$499,060
0.07% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,590
shares
|
$497,326
0.03% of portfolio
|
Q2 2024
Reduced 59.16%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,562
shares
|
$494,292
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,558
shares
|
$493,859
0.19% of portfolio
|
Q1 2022
Reduced 42.46%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,554
shares
|
$493,425
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,520
shares
|
$489,742
0.06% of portfolio
|
Q1 2022
Added 11.19%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,520
shares
|
$489,742
0.01% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
4,520
shares
|
$489,742
0.22% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,518
shares
|
$489,525
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,511
shares
|
$488,766
0.03% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,511
shares
|
$488,766
0.12% of portfolio
|
Q3 2024
Added 47.51%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
4,510
shares
|
$488,658
0.3% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
4,503
shares
|
$487,900
0.1% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,493
shares
|
$486,816
0.14% of portfolio
|
Q1 2024
Added 118.53%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
4,481
shares
|
$485,516
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,442
shares
|
$481,290
0.01% of portfolio
|
Q3 2024
Reduced 25.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,418
shares
|
$478,690
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,413
shares
|
$478,148
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$476,956
0.18% of portfolio
|
Q3 2024
Reduced 4.84%
|