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 1,508 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 $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,248
shares
|
$241,884
0.06% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,241
shares
|
$241,131
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,241
shares
|
$241,131
0.1% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,231
shares
|
$240,055
0.16% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,227
shares
|
$239,625
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Todd Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
2,218
shares
|
$238,656
0.01% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
2,203
shares
|
$237,042
0.06% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
2,177
shares
|
$234,245
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
2,172
shares
|
$233,707
0.16% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
2,150
shares
|
$231,340
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
2,150
shares
|
$231,340
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
2,128
shares
|
$228,972
0.09% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
2,114
shares
|
$227,466
0.12% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
2,114
shares
|
$227,466
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
2,105
shares
|
$226,498
0.09% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,100
shares
|
$225,960
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
2,094
shares
|
$225,314
0.07% of portfolio
|
Q3 2021
Reduced 22.04%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,073
shares
|
$223,054
0.08% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,066
shares
|
$222,301
0.03% of portfolio
|
Q3 2023
Reduced 16.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
2,058
shares
|
$221,440
0.01% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,050
shares
|
$220,580
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
2,046
shares
|
$220,149
0.11% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,028
shares
|
$218,212
0.06% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
2,019
shares
|
$217,244
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
2,019
shares
|
$217,244
0.04% of portfolio
|
Q3 2024
New holding
|