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 |
---|---|---|---|---|---|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
27,689
shares
|
$2.93 Million
0.09% of portfolio
|
Q3 2024
Added 39.62%
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
27,570
shares
|
$2.91 Million
2.22% of portfolio
|
Q3 2024
Added 2.07%
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
27,500
shares
|
$2.91 Million
0.97% of portfolio
|
Q3 2024
Added 0.41%
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
27,427
shares
|
$2.9 Million
0.04% of portfolio
|
Q3 2024
Added 27.64%
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27,351
shares
|
$2.89 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
27,128
shares
|
$2.87 Million
0.46% of portfolio
|
Q3 2024
Added 1.94%
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
27,063
shares
|
$2.86 Million
1.55% of portfolio
|
Q3 2024
Added 0.01%
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
26,932
shares
|
$2.85 Million
2.06% of portfolio
|
Q3 2024
Added 96.04%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
26,825
shares
|
$2.83 Million
0.21% of portfolio
|
Q3 2024
Added 0.1%
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
26,735
shares
|
$2.82 Million
1.09% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
26,718
shares
|
$2.82 Million
0.94% of portfolio
|
Q3 2024
Added 0.38%
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
26,685
shares
|
$2.82 Million
0.41% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
26,428
shares
|
$2.79 Million
0.59% of portfolio
|
Q1 2024
Added 200.63%
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
26,273
shares
|
$2.78 Million
0.58% of portfolio
|
Q3 2024
Added 2.2%
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
26,269
shares
|
$2.78 Million
0.71% of portfolio
|
Q4 2024
Added 3.84%
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
26,265
shares
|
$2.77 Million
0.61% of portfolio
|
Q3 2024
Added 5.38%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
26,069
shares
|
$2.75 Million
0.38% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
25,980
shares
|
$2.74 Million
0.51% of portfolio
|
Q3 2024
Added 27.23%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,922
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
25,827
shares
|
$2.73 Million
0.46% of portfolio
|
Q3 2024
Added 2.21%
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
25,801
shares
|
$2.73 Million
0.51% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
25,723
shares
|
$2.72 Million
0.08% of portfolio
|
Q3 2024
Added 9.37%
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
25,701
shares
|
$2.72 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
25,654
shares
|
$2.71 Million
1.8% of portfolio
|
Q3 2024
Reduced 36.33%
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
25,537
shares
|
$2.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.04%
|