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 1,545 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
259
shares
|
$27,529
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
253
shares
|
$26,891
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
235
shares
|
$24,978
0.01% of portfolio
|
Q1 2023
Reduced 99.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
235
shares
|
$24,978
0.0% of portfolio
|
Q3 2024
Added 147.37%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
230
shares
|
$24,446
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
220
shares
|
$23,383
0.01% of portfolio
|
Q2 2024
Reduced 53.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
220
shares
|
$23,383
0.0% of portfolio
|
Q3 2023
Reduced 15.38%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$21,258
0.01% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$21,258
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
197
shares
|
$20,939
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
157
shares
|
$16,687
0.0% of portfolio
|
Q2 2024
Reduced 67.43%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
145
shares
|
$15,412
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
138
shares
|
$14,668
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
118
shares
|
$12,542
0.0% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
115
shares
|
$12,223
0.0% of portfolio
|
Q4 2022
Reduced 90.76%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
110
shares
|
$11,691
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
110
shares
|
$11,691
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
101
shares
|
$10,735
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
100
shares
|
$10,629
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
90
shares
|
$9,566
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
82
shares
|
$8,715
0.01% of portfolio
|
Q3 2024
Reduced 33.87%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
77
shares
|
$8,184
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
75
shares
|
$7,971
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
74
shares
|
$7,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
63
shares
|
$6,696
0.0% of portfolio
|
Q3 2024
New holding
|