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 1,661 institutions that hold shares in the stock, with a total of 321 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,033,611
shares
|
$109 Million
1.13% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
955,656
shares
|
$101 Million
6.62% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
936,540
shares
|
$98.5 Million
5.81% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
889,955
shares
|
$93.6 Million
0.18% of portfolio
|
Q4 2024
Added 530.33%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
879,575
shares
|
$92.5 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
797,590
shares
|
$83.9 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
789,869
shares
|
$83.1 Million
5.25% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
755,548
shares
|
$79.5 Million
0.18% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
727,982
shares
|
$76.6 Million
11.3% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
726,230
shares
|
$76.4 Million
0.81% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
687,472
shares
|
$72.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
683,775
shares
|
$71.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
683,531
shares
|
$71.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
660,474
shares
|
$69.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
637,905
shares
|
$67.1 Million
1.61% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
634,334
shares
|
$66.7 Million
1.31% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
607,800
shares
|
$63.9 Million
0.18% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
603,763
shares
|
$63.5 Million
1.94% of portfolio
|
Q4 2022
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
597,523
shares
|
$62.9 Million
0.95% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
597,477
shares
|
$62.8 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
584,735
shares
|
$61.5 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
582,827
shares
|
$61.3 Million
0.13% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
565,380
shares
|
$59.5 Million
1.73% of portfolio
|
Q4 2024
Added 22.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
558,358
shares
|
$58.7 Million
0.1% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
549,510
shares
|
$57.8 Million
8.0% of portfolio
|
Q4 2024
Added 13.25%
|