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 1,507 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 $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$198,708
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,844
shares
|
$198,064
0.08% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,836
shares
|
$197,204
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,707
shares
|
$183,348
0.0% of portfolio
|
Q3 2024
Added 608.3%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
1,700
shares
|
$182,597
0.06% of portfolio
|
Q2 2023
Reduced 38.24%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,683
shares
|
$180,771
0.03% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,666
shares
|
$178,945
0.04% of portfolio
|
Q2 2023
Reduced 17.28%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,646
shares
|
$176,796
0.05% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,577
shares
|
$169,385
0.01% of portfolio
|
Q3 2024
Added 193.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,574
shares
|
$169,063
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,551
shares
|
$166,592
0.07% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$150,374
0.01% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,389
shares
|
$149,192
0.02% of portfolio
|
Q3 2024
Added 594.5%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,376
shares
|
$147,796
0.09% of portfolio
|
Q3 2024
Added 39.27%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
1,328
shares
|
$142,640
0.02% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
1,300
shares
|
$139,633
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,294
shares
|
$138,988
0.02% of portfolio
|
Q3 2024
Added 17.64%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,249
shares
|
$134,155
0.05% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,215
shares
|
$130,503
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,198
shares
|
$128,677
0.11% of portfolio
|
Q3 2024
Reduced 90.08%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,191
shares
|
$127,925
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,185
shares
|
$127,280
0.07% of portfolio
|
Q1 2024
Reduced 7.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,164
shares
|
$125,025
0.02% of portfolio
|
Q3 2024
Added 361.9%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
1,160
shares
|
$124,595
0.03% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,127
shares
|
$121,051
0.07% of portfolio
|
Q3 2024
Reduced 0.27%
|