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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,601
shares
|
$697,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,580
shares
|
$695,177
0.37% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
6,575
shares
|
$694,648
0.18% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
6,476
shares
|
$684,189
0.07% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
6,405
shares
|
$676,688
0.02% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,352
shares
|
$671,088
0.03% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
6,314
shares
|
$667,074
0.2% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
6,312
shares
|
$666,862
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,206
shares
|
$655,663
0.06% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,189
shares
|
$653,867
0.3% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,189
shares
|
$653,867
0.08% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,130
shares
|
$647,634
0.09% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
6,121
shares
|
$646,683
0.06% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
6,111
shares
|
$645,627
0.36% of portfolio
|
Q4 2024
Added 83.24%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Nov 22, 2024 Q3 2024 |
6,110
shares
|
$645,521
0.55% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,102
shares
|
$644,676
0.06% of portfolio
|
Q3 2024
Reduced 48.86%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
6,081
shares
|
$642,457
0.27% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
6,066
shares
|
$640,872
0.52% of portfolio
|
Q3 2024
Reduced 53.54%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
6,060
shares
|
$640,239
0.02% of portfolio
|
Q4 2024
Added 27.2%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
6,010
shares
|
$634,956
0.04% of portfolio
|
Q2 2024
Reduced 7.88%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
5,967
shares
|
$630,413
0.02% of portfolio
|
Q3 2024
Reduced 38.22%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
5,967
shares
|
$630,413
0.51% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
5,964
shares
|
$630,096
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
5,953
shares
|
$628,934
0.17% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
5,931
shares
|
$626,610
0.12% of portfolio
|
Q3 2024
Added 62.09%
|