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 1,507 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 |
|---|---|---|---|---|---|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
138
shares
|
$14,841
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
118
shares
|
$12,690
0.0% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
115
shares
|
$12,368
0.0% of portfolio
|
Q4 2022
Reduced 90.76%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
110
shares
|
$11,830
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
110
shares
|
$11,830
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
101
shares
|
$10,862
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
100
shares
|
$10,755
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
90
shares
|
$9,679
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
82
shares
|
$8,819
0.01% of portfolio
|
Q3 2024
Reduced 33.87%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
77
shares
|
$8,281
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
75
shares
|
$8,066
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
74
shares
|
$7,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
68
shares
|
$7,313
0.0% of portfolio
|
Q3 2024
Reduced 31.31%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
63
shares
|
$6,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
60
shares
|
$6,453
0.0% of portfolio
|
Q3 2024
Reduced 81.19%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
56
shares
|
$6,022
0.0% of portfolio
|
Q1 2023
Added 44.64%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
49
shares
|
$5,269
0.14% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
48
shares
|
$5,162
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
42
shares
|
$4,517
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
40
shares
|
$4,302
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$4,302
0.0% of portfolio
|
Q1 2024
Reduced 97.63%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
39
shares
|
$4,194
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
38
shares
|
$4,086
0.0% of portfolio
|
Q3 2024
Added 1166.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
30
shares
|
$3,226
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
29
shares
|
$3,118
0.0% of portfolio
|
Q2 2024
Reduced 97.74%
|