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 $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
336,047
shares
|
$36.5 Million
0.37% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
316,465
shares
|
$34.3 Million
1.61% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
315,713
shares
|
$34.3 Million
2.84% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
314,141
shares
|
$34.1 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
312,121
shares
|
$33.9 Million
3.31% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
308,653
shares
|
$33.5 Million
0.07% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
306,412
shares
|
$33.3 Million
0.25% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
305,925
shares
|
$33.2 Million
0.21% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
302,600
shares
|
$32.8 Million
0.05% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
301,140
shares
|
$32.7 Million
3.29% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
300,700
shares
|
$32.6 Million
2.65% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
300,348
shares
|
$32.6 Million
1.22% of portfolio
|
Q3 2024
Added 36.93%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
300,262
shares
|
$32.6 Million
25.63% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
295,359
shares
|
$32.1 Million
1.16% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
291,225
shares
|
$31.6 Million
9.51% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
286,464
shares
|
$31.1 Million
7.16% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
285,471
shares
|
$31 Million
5.17% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
281,900
shares
|
$30.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
277,774
shares
|
$30.1 Million
3.71% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
276,122
shares
|
$30 Million
0.78% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
275,601
shares
|
$29.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
267,548
shares
|
$29 Million
0.36% of portfolio
|
Q3 2024
Added 27.8%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
266,021
shares
|
$28.9 Million
1.32% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
261,454
shares
|
$28.4 Million
0.32% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
260,100
shares
|
$28.2 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.56%
|