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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
3,872
shares
|
$419,531
0.05% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
3,860
shares
|
$418,231
0.08% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
3,857
shares
|
$417,905
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
3,826
shares
|
$414,547
0.03% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
3,826
shares
|
$414,547
0.27% of portfolio
|
Q1 2022
Added 1.11%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
3,813
shares
|
$413,138
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
3,793
shares
|
$410,971
0.08% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
3,788
shares
|
$410,429
0.12% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
3,775
shares
|
$409,021
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
3,767
shares
|
$408,154
0.03% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,763
shares
|
$407,721
0.24% of portfolio
|
Q3 2024
Reduced 36.66%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
3,743
shares
|
$405,554
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,736
shares
|
$404,795
0.19% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
3,711
shares
|
$402,086
0.15% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,707
shares
|
$401,653
0.11% of portfolio
|
Q2 2024
Added 25.24%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
3,681
shares
|
$398,836
0.09% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
3,676
shares
|
$398,294
0.11% of portfolio
|
Q2 2024
Reduced 37.11%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
3,658
shares
|
$396,344
0.05% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
3,650
shares
|
$395,477
0.0% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
3,642
shares
|
$394,610
0.28% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
3,625
shares
|
$392,768
0.3% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
3,619
shares
|
$392,118
0.28% of portfolio
|
Q3 2024
Added 96.26%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
3,604
shares
|
$390,493
0.15% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
3,604
shares
|
$390,493
0.27% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
3,586
shares
|
$388,543
0.18% of portfolio
|
Q2 2024
Reduced 8.47%
|