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 |
|---|---|---|---|---|---|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
14,049
shares
|
$1.48 Million
1.39% of portfolio
|
Q3 2024
Added 27.92%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
13,986
shares
|
$1.48 Million
0.67% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
13,939
shares
|
$1.47 Million
0.21% of portfolio
|
Q3 2024
Reduced 95.84%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,882
shares
|
$1.47 Million
0.33% of portfolio
|
Q3 2024
Added 27.38%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
13,790
shares
|
$1.46 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
13,773
shares
|
$1.46 Million
0.44% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
13,711
shares
|
$1.45 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
13,694
shares
|
$1.45 Million
0.3% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,538
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
13,487
shares
|
$1.42 Million
0.33% of portfolio
|
Q3 2024
Added 27.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
13,467
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2024
Added 21.58%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
13,433
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
13,241
shares
|
$1.4 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
13,239
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.53%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,207
shares
|
$1.4 Million
0.59% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
13,174
shares
|
$1.39 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
13,118
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
13,059
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
13,033
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,023
shares
|
$1.38 Million
0.29% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
12,998
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,996
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
12,963
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
12,910
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,871
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.99%
|