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 1,450 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Regimen Wealth, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
183,370
shares
|
$19.9 Million
6.73% of portfolio
|
Q2 2024
Added 6.57%
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 03, 2024 Q2 2024 |
179,980
shares
|
$19.6 Million
1.9% of portfolio
|
Q2 2024
Added 14.37%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
179,718
shares
|
$19.5 Million
2.14% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
179,612
shares
|
$19.5 Million
0.67% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
179,288
shares
|
$19.5 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
178,500
shares
|
$19.4 Million
1.95% of portfolio
|
Q2 2024
New holding
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
178,402
shares
|
$19.4 Million
0.88% of portfolio
|
Q2 2024
Added 63.37%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
178,185
shares
|
$19.4 Million
0.84% of portfolio
|
Q2 2024
Added 3.67%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
177,237
shares
|
$19.3 Million
1.72% of portfolio
|
Q2 2024
Added 0.36%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
177,159
shares
|
$19.3 Million
0.89% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
176,564
shares
|
$19.2 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Stage Harbor Financial, LLC
Needham, MA |
Jul 15, 2024 Q2 2024 |
175,948
shares
|
$19.1 Million
18.11% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Slow Capital, Inc.
|
Jul 24, 2024 Q2 2024 |
175,825
shares
|
$19.1 Million
3.03% of portfolio
|
Q2 2024
Reduced 37.59%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
175,572
shares
|
$19.1 Million
7.19% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
175,174
shares
|
$19 Million
0.42% of portfolio
|
Q2 2024
Added 4.81%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
174,940
shares
|
$19 Million
1.79% of portfolio
|
Q2 2024
Added 2.5%
|
|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
174,226
shares
|
$18.9 Million
0.7% of portfolio
|
Q2 2024
Added 11.68%
|
|
Apcm Wealth Management For Individuals
|
Jul 22, 2024 Q2 2024 |
173,284
shares
|
$18.8 Million
2.87% of portfolio
|
Q2 2024
Added 20.31%
|
|
Chesley Taft & Associates LLC
|
Jul 19, 2024 Q2 2024 |
171,341
shares
|
$18.6 Million
0.92% of portfolio
|
Q2 2024
Added 1.75%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
171,193
shares
|
$18.6 Million
0.34% of portfolio
|
Q2 2024
Added 1.17%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
168,301
shares
|
$18.3 Million
0.2% of portfolio
|
Q2 2024
Added 3.44%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
166,146
shares
|
$18.1 Million
0.58% of portfolio
|
Q2 2024
Added 6.32%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 24, 2024 Q2 2024 |
165,101
shares
|
$17.9 Million
0.97% of portfolio
|
Q2 2024
Added 3.73%
|
|
Esg Planning
Santa Clara, CA |
Jul 30, 2024 Q2 2024 |
154,055
shares
|
$16.7 Million
16.45% of portfolio
|
Q2 2024
Added 344.05%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
153,422
shares
|
$16.7 Million
1.91% of portfolio
|
Q2 2024
Added 7.31%
|