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 |
|---|---|---|---|---|---|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,066
shares
|
$218,272
0.03% of portfolio
|
Q3 2023
Reduced 16.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
2,058
shares
|
$217,427
0.01% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,050
shares
|
$216,582
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,028
shares
|
$214,258
0.06% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
2,019
shares
|
$213,307
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
2,019
shares
|
$213,307
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
2,015
shares
|
$212,884
0.11% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,015
shares
|
$212,884
0.0% of portfolio
|
Q3 2024
Reduced 28.27%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,008
shares
|
$212,145
0.02% of portfolio
|
Q3 2024
Added 59.62%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
2,001
shares
|
$211,405
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,000
shares
|
$211,300
0.09% of portfolio
|
Q3 2024
Reduced 36.79%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,000
shares
|
$211,300
1.27% of portfolio
|
Q3 2022
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$211,300
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$211,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
1,999
shares
|
$211,194
0.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
1,975
shares
|
$208,658
0.06% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,967
shares
|
$207,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,964
shares
|
$207,496
0.08% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
1,961
shares
|
$207,179
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
1,947
shares
|
$205,700
0.18% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,940
shares
|
$204,961
0.02% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
1,937
shares
|
$204,644
0.09% of portfolio
|
Q3 2024
Reduced 58.34%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
1,932
shares
|
$204,115
0.17% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
1,921
shares
|
$202,953
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
1,904
shares
|
$201,157
0.08% of portfolio
|
Q3 2024
New holding
|