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 1,516 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 $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
66,147
shares
|
$6.99 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,009
shares
|
$6.97 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
65,859
shares
|
$6.96 Million
1.7% of portfolio
|
Q3 2024
Reduced 85.4%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
65,504
shares
|
$6.92 Million
1.1% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
65,420
shares
|
$6.91 Million
0.93% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
65,189
shares
|
$6.89 Million
0.11% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
65,140
shares
|
$6.88 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Horiko Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
65,050
shares
|
$6.87 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
64,977
shares
|
$6.86 Million
0.4% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
64,769
shares
|
$6.84 Million
0.33% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
64,590
shares
|
$6.82 Million
0.76% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
64,333
shares
|
$6.8 Million
1.19% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
64,121
shares
|
$6.77 Million
2.78% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
62,486
shares
|
$6.6 Million
2.57% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
61,724
shares
|
$6.52 Million
0.48% of portfolio
|
Q2 2024
Reduced 20.22%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
61,518
shares
|
$6.5 Million
0.47% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
61,330
shares
|
$6.48 Million
0.2% of portfolio
|
Q3 2024
Added 310.64%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
61,240
shares
|
$6.47 Million
0.59% of portfolio
|
Q3 2024
Reduced 29.94%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
61,012
shares
|
$6.45 Million
1.17% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
60,853
shares
|
$6.43 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
60,840
shares
|
$6.43 Million
0.32% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
60,697
shares
|
$6.41 Million
0.1% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
60,516
shares
|
$6.39 Million
0.3% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
60,047
shares
|
$6.34 Million
2.6% of portfolio
|
Q3 2024
Added 25.02%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
59,829
shares
|
$6.32 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.32%
|