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 |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
3,034
shares
|
$320,542
0.33% of portfolio
|
Q3 2024
Added 35.33%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
3,030
shares
|
$320,119
0.25% of portfolio
|
Q3 2024
Reduced 40.83%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
3,010
shares
|
$318,006
0.03% of portfolio
|
Q1 2024
Reduced 95.87%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,003
shares
|
$317,266
0.02% of portfolio
|
Q4 2022
Added 0.2%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
3,000
shares
|
$316,950
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$316,950
0.14% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,000
shares
|
$316,950
0.03% of portfolio
|
Q3 2023
Reduced 7.38%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,000
shares
|
$316,950
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,987
shares
|
$315,576
0.06% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
2,975
shares
|
$314,308
0.13% of portfolio
|
Q2 2024
Added 13.46%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,973
shares
|
$314,097
0.13% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,966
shares
|
$313,357
0.05% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
2,949
shares
|
$311,561
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,931
shares
|
$309,660
0.13% of portfolio
|
Q2 2024
Added 47.29%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
2,912
shares
|
$307,652
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
2,907
shares
|
$307,124
0.02% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
2,904
shares
|
$306,807
0.1% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
2,890
shares
|
$305,328
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,870
shares
|
$303,215
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
2,859
shares
|
$302,053
0.08% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,856
shares
|
$301,736
0.09% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,841
shares
|
$300,151
0.15% of portfolio
|
Q1 2024
Added 14.14%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
2,819
shares
|
$297,827
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
2,800
shares
|
$295,820
0.01% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
2,757
shares
|
$291,277
0.13% of portfolio
|
Q3 2024
Added 36.96%
|