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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
604
shares
|
$65,558
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
581
shares
|
$63,061
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
551
shares
|
$59,805
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
534
shares
|
$57,960
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
512
shares
|
$55,572
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
508
shares
|
$55,138
0.0% of portfolio
|
Q2 2024
Reduced 30.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
489
shares
|
$53,076
0.01% of portfolio
|
Q2 2024
Reduced 68.59%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
486
shares
|
$52,750
0.03% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
472
shares
|
$51,230
0.01% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
471
shares
|
$51,122
0.01% of portfolio
|
Q2 2024
Reduced 38.91%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
450
shares
|
$48,843
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
450
shares
|
$48,843
0.02% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
442
shares
|
$47,974
0.02% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
440
shares
|
$47,757
0.02% of portfolio
|
Q3 2024
Reduced 39.14%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
438
shares
|
$47,540
0.03% of portfolio
|
Q3 2024
Added 268.07%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
425
shares
|
$46,129
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
423
shares
|
$45,912
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
391
shares
|
$42,439
0.07% of portfolio
|
Q3 2022
Reduced 64.16%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
390
shares
|
$42,330
0.02% of portfolio
|
Q1 2024
Reduced 26.83%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
375
shares
|
$40,702
0.0% of portfolio
|
Q2 2023
Reduced 36.44%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
375
shares
|
$40,702
0.01% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
336
shares
|
$36,469
0.02% of portfolio
|
Q3 2023
Added 42.37%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
319
shares
|
$34,624
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
319
shares
|
$34,624
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
318
shares
|
$34,515
0.01% of portfolio
|
Q2 2024
Reduced 4.22%
|