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 |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
12,820
shares
|
$1.35 Million
0.61% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
12,818
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
12,752
shares
|
$1.35 Million
0.54% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
12,743
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
12,698
shares
|
$1.34 Million
0.91% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
12,624
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2024
Added 33.9%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
12,587
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
12,551
shares
|
$1.33 Million
0.63% of portfolio
|
Q4 2023
Added 120.93%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,535
shares
|
$1.32 Million
0.07% of portfolio
|
Q4 2023
Reduced 22.55%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
12,506
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
12,495
shares
|
$1.32 Million
0.96% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
12,385
shares
|
$1.31 Million
0.39% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
12,378
shares
|
$1.31 Million
0.92% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
12,362
shares
|
$1.31 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
12,320
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
12,270
shares
|
$1.3 Million
0.6% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
12,206
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,188
shares
|
$1.29 Million
0.39% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
12,183
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,117
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 88.61%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
12,105
shares
|
$1.28 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
12,040
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
12,018
shares
|
$1.27 Million
0.53% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
11,976
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,949
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Added 18.68%
|