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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,025
shares
|
$530,891
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
5,000
shares
|
$528,250
0.43% of portfolio
|
Q3 2020
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$528,250
0.28% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$528,250
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
5,000
shares
|
$528,250
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,996
shares
|
$527,827
0.18% of portfolio
|
Q3 2024
Reduced 25.2%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
4,988
shares
|
$526,982
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,985
shares
|
$526,665
0.27% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,980
shares
|
$526,137
0.15% of portfolio
|
Q4 2022
Reduced 15.31%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
4,964
shares
|
$524,446
0.8% of portfolio
|
Q1 2022
Reduced 3.87%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
4,962
shares
|
$524,235
0.12% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
4,950
shares
|
$522,967
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,947
shares
|
$522,650
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,915
shares
|
$519,269
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
4,900
shares
|
$517,685
0.16% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,895
shares
|
$517,156
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
4,894
shares
|
$517,051
0.26% of portfolio
|
Q4 2024
Reduced 29.06%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,885
shares
|
$516,100
0.54% of portfolio
|
Q3 2022
Added 142.31%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
4,871
shares
|
$514,621
0.01% of portfolio
|
Q3 2024
Added 124.47%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,842
shares
|
$511,557
0.28% of portfolio
|
Q3 2023
Reduced 3.78%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,824
shares
|
$509,655
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
4,804
shares
|
$507,542
0.1% of portfolio
|
Q3 2024
Reduced 40.82%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
4,787
shares
|
$505,746
0.08% of portfolio
|
Q3 2024
Added 53.38%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
4,779
shares
|
$504,901
0.03% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,768
shares
|
$503,739
0.1% of portfolio
|
Q3 2024
Added 0.74%
|