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 |
|---|---|---|---|---|---|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
20,332
shares
|
$2.15 Million
1.08% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
20,231
shares
|
$2.14 Million
0.21% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
20,195
shares
|
$2.13 Million
0.49% of portfolio
|
Q3 2024
Added 56.88%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
20,049
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
20,028
shares
|
$2.12 Million
0.98% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Safir Wealth Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
20,019
shares
|
$2.12 Million
1.68% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2024
Reduced 13.48%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,000
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2022
Reduced 3.5%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
19,919
shares
|
$2.1 Million
0.53% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
19,847
shares
|
$2.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
19,822
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
19,810
shares
|
$2.09 Million
0.65% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
19,784
shares
|
$2.09 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
19,750
shares
|
$2.09 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
19,724
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
Added 60.58%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
19,713
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
19,624
shares
|
$2.07 Million
1.13% of portfolio
|
Q3 2024
Added 99.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
19,467
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
19,429
shares
|
$2.05 Million
2.22% of portfolio
|
Q2 2022
Reduced 35.2%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
19,413
shares
|
$2.05 Million
0.51% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
19,162
shares
|
$2.02 Million
0.47% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,129
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2022
Reduced 4.03%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
19,044
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
19,025
shares
|
$2.01 Million
1.06% of portfolio
|
Q4 2022
Added 64.62%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
18,976
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Added 52.22%
|