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 |
---|---|---|---|---|---|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
198,130
shares
|
$21 Million
7.81% of portfolio
|
Q4 2022
New holding
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
198,130
shares
|
$21 Million
8.04% of portfolio
|
Q4 2022
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
198,094
shares
|
$20.9 Million
0.36% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Cardinal Strategic Wealth Guidance
|
Apr 25, 2024 Q1 2024 |
197,958
shares
|
$20.9 Million
8.01% of portfolio
|
Q1 2024
Added 3.0%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Apr 25, 2024 Q1 2024 |
196,870
shares
|
$20.8 Million
9.03% of portfolio
|
Q1 2024
Added 0.84%
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
196,225
shares
|
$20.7 Million
0.88% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
195,745
shares
|
$20.7 Million
1.5% of portfolio
|
Q2 2022
Added 3.98%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
194,894
shares
|
$20.6 Million
0.64% of portfolio
|
Q1 2024
Added 11.64%
|
|
Balentine LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
191,162
shares
|
$20.2 Million
0.61% of portfolio
|
Q1 2024
Reduced 6.29%
|
|
Allstate Corp
Northbrook, IL |
May 10, 2024 Q1 2024 |
189,735
shares
|
$20.1 Million
1.45% of portfolio
|
Q1 2024
Reduced 84.64%
|
|
Morton Brown Family Wealth, LLC
|
Apr 23, 2024 Q1 2024 |
187,169
shares
|
$19.8 Million
8.32% of portfolio
|
Q1 2024
Added 15.63%
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
185,575
shares
|
$19.6 Million
0.02% of portfolio
|
Q1 2024
Added 3.54%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
May 14, 2024 Q1 2024 |
183,577
shares
|
$19.4 Million
0.71% of portfolio
|
Q1 2024
Added 18.07%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
183,021
shares
|
$19.4 Million
0.57% of portfolio
|
Q1 2024
Added 40.14%
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
182,773
shares
|
$19.3 Million
0.55% of portfolio
|
Q1 2024
Reduced 17.46%
|
|
Rtd Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
182,316
shares
|
$19.3 Million
2.64% of portfolio
|
Q1 2024
Added 1.52%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
181,337
shares
|
$19.2 Million
1.18% of portfolio
|
Q1 2024
Added 396.64%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
181,011
shares
|
$19.1 Million
0.94% of portfolio
|
Q1 2024
Added 13.48%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
181,008
shares
|
$19.1 Million
2.18% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
180,746
shares
|
$19.1 Million
0.22% of portfolio
|
Q1 2024
Added 5.97%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
179,934
shares
|
$19 Million
0.92% of portfolio
|
Q1 2024
Added 8.31%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
179,872
shares
|
$19 Million
0.31% of portfolio
|
Q1 2024
Added 13.58%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
179,771
shares
|
$19 Million
0.62% of portfolio
|
Q1 2024
New holding
|
|
Stage Harbor Financial, LLC
Needham, MA |
May 14, 2024 Q1 2024 |
177,930
shares
|
$18.8 Million
17.41% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
176,598
shares
|
$18.7 Million
1.74% of portfolio
|
Q1 2024
Added 8.34%
|