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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
4,503
shares
|
$475,741
0.1% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,493
shares
|
$474,685
0.14% of portfolio
|
Q1 2024
Added 118.53%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
4,481
shares
|
$473,417
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,442
shares
|
$469,297
0.01% of portfolio
|
Q3 2024
Reduced 25.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,418
shares
|
$466,761
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,413
shares
|
$466,233
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$465,071
0.18% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
4,399
shares
|
$464,754
0.0% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
4,373
shares
|
$462,007
0.21% of portfolio
|
Q2 2024
Added 1377.36%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
4,353
shares
|
$459,894
0.34% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,345
shares
|
$459,049
0.0% of portfolio
|
Q4 2022
Added 15.68%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
4,340
shares
|
$458,521
0.09% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
4,337
shares
|
$458,204
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,334
shares
|
$457,887
0.04% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
4,331
shares
|
$457,570
0.05% of portfolio
|
Q3 2024
Added 81.82%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,313
shares
|
$455,668
0.26% of portfolio
|
Q4 2023
Reduced 47.93%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,298
shares
|
$454,083
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
4,293
shares
|
$453,555
0.09% of portfolio
|
Q2 2024
Added 11.65%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,266
shares
|
$450,702
0.09% of portfolio
|
Q3 2022
Reduced 56.32%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
4,245
shares
|
$448,484
0.18% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,240
shares
|
$447,956
0.04% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
4,233
shares
|
$447,216
0.09% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
4,222
shares
|
$446,054
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,222
shares
|
$446,054
0.27% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,195
shares
|
$443,201
0.03% of portfolio
|
Q3 2024
Reduced 13.52%
|