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 $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
792,357
shares
|
$85.2 Million
0.37% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
786,207
shares
|
$84.6 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
770,767
shares
|
$82.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
741,435
shares
|
$79.7 Million
7.92% of portfolio
|
Q3 2024
Added 73.44%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
728,275
shares
|
$78.3 Million
0.18% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
718,056
shares
|
$77.2 Million
5.05% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
711,813
shares
|
$76.6 Million
11.21% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
683,775
shares
|
$73.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
674,547
shares
|
$72.5 Million
0.08% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
673,802
shares
|
$72.5 Million
0.16% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
654,120
shares
|
$70.4 Million
1.4% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
653,865
shares
|
$70.3 Million
0.75% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
624,351
shares
|
$67.1 Million
0.34% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
607,800
shares
|
$65.4 Million
0.17% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
603,763
shares
|
$64.9 Million
1.94% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
597,883
shares
|
$64.3 Million
0.67% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
593,569
shares
|
$63.8 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
584,361
shares
|
$62.8 Million
1.49% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
584,123
shares
|
$62.8 Million
5.49% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
575,245
shares
|
$61.9 Million
0.13% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
548,672
shares
|
$59 Million
0.7% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
517,060
shares
|
$55.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
500,452
shares
|
$53.8 Million
0.6% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
500,160
shares
|
$53.8 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
498,484
shares
|
$53.6 Million
1.18% of portfolio
|
Q3 2024
Reduced 6.79%
|