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 1,449 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
759,289
shares
|
$80.3 Million
0.22% of portfolio
|
Q1 2024
Added 6.83%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
701,546
shares
|
$74.2 Million
1.21% of portfolio
|
Q1 2024
Added 26.18%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
667,742
shares
|
$70.6 Million
0.11% of portfolio
|
Q1 2024
Reduced 6.95%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
651,629
shares
|
$68.9 Million
0.19% of portfolio
|
Q1 2024
Added 12.66%
|
|
Crestwood Advisors Group LLC
|
May 08, 2024 Q1 2024 |
642,061
shares
|
$67.9 Million
1.53% of portfolio
|
Q1 2024
Added 2.9%
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2024 Q1 2024 |
641,709
shares
|
$67.9 Million
11.51% of portfolio
|
Q1 2024
Added 1.01%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
617,697
shares
|
$65.3 Million
0.55% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 14, 2024 Q1 2024 |
607,800
shares
|
$64.3 Million
0.18% of portfolio
|
Q1 2024
Added 8.94%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
603,763
shares
|
$63.8 Million
1.94% of portfolio
|
Q4 2022
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
591,325
shares
|
$62.5 Million
0.07% of portfolio
|
Q1 2024
Added 7.78%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
585,608
shares
|
$61.9 Million
0.88% of portfolio
|
Q1 2024
Added 2.52%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
576,311
shares
|
$60.9 Million
1.59% of portfolio
|
Q1 2024
Added 7.31%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
565,103
shares
|
$59.8 Million
0.81% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
562,904
shares
|
$59.5 Million
0.68% of portfolio
|
Q1 2024
Added 1.29%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
552,663
shares
|
$58.4 Million
0.67% of portfolio
|
Q1 2024
Added 1.54%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
548,065
shares
|
$58 Million
0.08% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
542,675
shares
|
$57.4 Million
0.13% of portfolio
|
Q1 2024
Added 7.92%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
538,164
shares
|
$56.9 Million
0.03% of portfolio
|
Q1 2024
Reduced 16.93%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
533,635
shares
|
$56.4 Million
1.47% of portfolio
|
Q1 2024
Reduced 7.45%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2024 Q1 2024 |
520,003
shares
|
$55 Million
5.69% of portfolio
|
Q1 2024
Added 5.52%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
503,565
shares
|
$53.2 Million
0.1% of portfolio
|
Q1 2024
Reduced 36.27%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
498,991
shares
|
$52.8 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
465,142
shares
|
$49.2 Million
2.4% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
455,562
shares
|
$48.2 Million
0.24% of portfolio
|
Q1 2024
Added 38.33%
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
440,878
shares
|
$46.6 Million
0.54% of portfolio
|
Q1 2024
Added 0.47%
|