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 |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
154,225
shares
|
$16.6 Million
6.05% of portfolio
|
Q3 2024
Added 41.39%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
153,832
shares
|
$16.5 Million
12.49% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
153,258
shares
|
$16.5 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
153,000
shares
|
$16.4 Million
1.19% of portfolio
|
Q3 2020
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
152,344
shares
|
$16.4 Million
1.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
150,312
shares
|
$16.1 Million
1.74% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
144,912
shares
|
$15.6 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
144,402
shares
|
$15.5 Million
0.97% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
141,504
shares
|
$15.2 Million
5.75% of portfolio
|
Q3 2024
Added 79.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
141,189
shares
|
$15.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
140,520
shares
|
$15.1 Million
1.78% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
138,778
shares
|
$14.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
136,619
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
136,388
shares
|
$14.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
135,612
shares
|
$14.6 Million
0.3% of portfolio
|
Q2 2024
Added 4.81%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
135,113
shares
|
$14.5 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
133,111
shares
|
$14.3 Million
8.65% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
131,417
shares
|
$14.1 Million
0.99% of portfolio
|
Q3 2024
Added 56.77%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
126,700
shares
|
$13.6 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
126,515
shares
|
$13.6 Million
1.74% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
125,300
shares
|
$13.5 Million
2.09% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
125,121
shares
|
$13.4 Million
0.13% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
123,620
shares
|
$13.3 Million
0.56% of portfolio
|
Q1 2023
Reduced 3.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
123,268
shares
|
$13.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
122,849
shares
|
$13.2 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.92%
|