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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
25,510
shares
|
$2.7 Million
0.32% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,304
shares
|
$2.67 Million
0.11% of portfolio
|
Q3 2023
Reduced 77.01%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
25,261
shares
|
$2.67 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$2.67 Million
0.74% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$2.67 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
25,206
shares
|
$2.66 Million
1.49% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
25,179
shares
|
$2.66 Million
0.04% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,157
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
Added 137.58%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
25,126
shares
|
$2.65 Million
1.44% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
24,871
shares
|
$2.63 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
24,787
shares
|
$2.62 Million
1.82% of portfolio
|
Q2 2024
Reduced 10.72%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
24,764
shares
|
$2.62 Million
0.1% of portfolio
|
Q3 2024
Reduced 53.6%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
24,450
shares
|
$2.58 Million
0.76% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
24,330
shares
|
$2.57 Million
2.09% of portfolio
|
Q4 2022
Reduced 5.35%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
24,195
shares
|
$2.56 Million
0.53% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
24,145
shares
|
$2.55 Million
0.96% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
23,895
shares
|
$2.52 Million
1.95% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
23,877
shares
|
$2.52 Million
0.72% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
23,790
shares
|
$2.51 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
23,478
shares
|
$2.48 Million
0.2% of portfolio
|
Q3 2024
Added 92.16%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
23,341
shares
|
$2.47 Million
0.09% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
23,231
shares
|
$2.45 Million
0.14% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
23,120
shares
|
$2.44 Million
1.72% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
23,078
shares
|
$2.44 Million
1.39% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
22,895
shares
|
$2.42 Million
0.53% of portfolio
|
Q3 2024
Added 0.33%
|