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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
10,037
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
10,030
shares
|
$1.06 Million
0.2% of portfolio
|
Q3 2024
Reduced 31.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
10,012
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
10,000
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
10,000
shares
|
$1.06 Million
0.17% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,979
shares
|
$1.05 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
9,947
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2022
Added 1.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 13, 2024 Q3 2024 |
9,909
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
9,882
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
9,877
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
9,852
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,832
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
9,796
shares
|
$1.03 Million
0.66% of portfolio
|
Q2 2024
Reduced 32.6%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,772
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
9,765
shares
|
$1.03 Million
0.34% of portfolio
|
Q3 2024
Added 373.11%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,753
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
9,750
shares
|
$1.03 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
9,660
shares
|
$1.02 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
9,645
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
9,605
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
9,581
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
9,576
shares
|
$1.01 Million
0.64% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
9,540
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Added 0.05%
|