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 1,449 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Family Asset Management, LLC
Charleston, SC |
May 14, 2024 Q1 2024 |
31
shares
|
$3,277
0.0% of portfolio
|
Q4 2023
Reduced 98.04%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 26, 2024 Q1 2024 |
28
shares
|
$2,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25
shares
|
$2,643
0.0% of portfolio
|
Q2 2023
Added 8.7%
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
22
shares
|
$2,326
0.0% of portfolio
|
Q3 2023
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
22
shares
|
$2,326
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wit, LLC
District Of Columbia, DC |
May 15, 2024 Q1 2024 |
20
shares
|
$2,114
0.06% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
Activest Wealth Management
|
Apr 24, 2024 Q1 2024 |
15
shares
|
$1,586
0.0% of portfolio
|
Q3 2023
New holding
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
12
shares
|
$1,268
0.0% of portfolio
|
Q4 2023
Reduced 97.57%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
9
shares
|
$951
0.0% of portfolio
|
Q2 2022
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
8
shares
|
$845
0.0% of portfolio
|
Q2 2023
Reduced 97.56%
|
|
Contravisory Investment Management, Inc.
|
Apr 11, 2024 Q1 2024 |
4
shares
|
$422
0.0% of portfolio
|
Q3 2023
New holding
|
|
Jackson Hole Capital Partners, LLC
|
May 09, 2024 Q1 2024 |
3
shares
|
$317
0.0% of portfolio
|
Q2 2023
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
2
shares
|
$211
0.0% of portfolio
|
Q4 2023
Reduced 99.8%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2
shares
|
$211
0.0% of portfolio
|
Q3 2023
New holding
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
1
shares
|
$105
0.0% of portfolio
|
Q4 2022
Reduced 99.92%
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|