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 |
|---|---|---|---|---|---|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
186,567
shares
|
$20.1 Million
13.44% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
185,580
shares
|
$20 Million
6.52% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
184,977
shares
|
$19.9 Million
3.03% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
183,512
shares
|
$19.7 Million
3.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
183,342
shares
|
$19.7 Million
1.77% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
182,754
shares
|
$19.7 Million
0.82% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
182,668
shares
|
$19.6 Million
0.81% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
182,526
shares
|
$19.6 Million
0.88% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
182,246
shares
|
$19.6 Million
1.86% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
181,436
shares
|
$19.5 Million
0.03% of portfolio
|
Q3 2024
Added 1223.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
181,155
shares
|
$19.5 Million
1.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
180,846
shares
|
$19.4 Million
0.2% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
178,721
shares
|
$19.2 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
175,092
shares
|
$18.8 Million
17.19% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
174,710
shares
|
$18.8 Million
1.95% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
173,520
shares
|
$18.7 Million
0.94% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
173,473
shares
|
$18.7 Million
3.85% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
172,620
shares
|
$18.6 Million
0.58% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
165,098
shares
|
$17.8 Million
4.37% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
162,850
shares
|
$17.5 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
162,184
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2024
Added 365.46%
|
|
|
Stairway Partners, LLC
|
Oct 04, 2024 Q3 2024 |
161,448
shares
|
$17.4 Million
1.13% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
159,510
shares
|
$17.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
158,768
shares
|
$17.1 Million
6.13% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
156,897
shares
|
$16.9 Million
3.9% of portfolio
|
Q3 2024
Added 29.14%
|