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 |
|---|---|---|---|---|---|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
213,043
shares
|
$22.9 Million
2.82% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
213,007
shares
|
$22.9 Million
5.54% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
211,634
shares
|
$22.8 Million
0.02% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
210,783
shares
|
$22.7 Million
4.52% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
208,600
shares
|
$22.4 Million
2.82% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
206,854
shares
|
$22.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
206,274
shares
|
$22.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
204,731
shares
|
$22 Million
7.29% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
203,039
shares
|
$21.8 Million
8.66% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
202,839
shares
|
$21.8 Million
0.72% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
201,936
shares
|
$21.7 Million
1.05% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
201,632
shares
|
$21.7 Million
0.56% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
201,335
shares
|
$21.7 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
198,130
shares
|
$21.3 Million
7.81% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
198,130
shares
|
$21.3 Million
8.04% of portfolio
|
Q4 2022
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
198,012
shares
|
$21.3 Million
0.58% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
196,344
shares
|
$21.1 Million
4.15% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
195,745
shares
|
$21.1 Million
1.5% of portfolio
|
Q2 2022
Added 3.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
191,990
shares
|
$20.6 Million
0.2% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
190,869
shares
|
$20.5 Million
1.86% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
190,662
shares
|
$20.5 Million
0.72% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
187,824
shares
|
$20.2 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
187,755
shares
|
$20.2 Million
2.58% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
187,411
shares
|
$20.2 Million
7.24% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
187,079
shares
|
$20.1 Million
4.69% of portfolio
|
Q3 2024
Reduced 1.93%
|