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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
532,674
shares
|
$56 Million
2.25% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
500,694
shares
|
$52.7 Million
0.03% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
495,989
shares
|
$52.2 Million
3.63% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
493,112
shares
|
$51.9 Million
2.06% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
490,539
shares
|
$51.6 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
485,287
shares
|
$51 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
465,142
shares
|
$48.9 Million
2.4% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
463,155
shares
|
$48.7 Million
0.02% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
440,878
shares
|
$46.4 Million
0.54% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
434,512
shares
|
$45.7 Million
0.19% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
429,441
shares
|
$45.2 Million
2.78% of portfolio
|
Q3 2022
Added 61.24%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
425,485
shares
|
$44.8 Million
2.27% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
423,985
shares
|
$44.6 Million
3.74% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
422,029
shares
|
$44.4 Million
1.63% of portfolio
|
Q4 2024
Added 40.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
421,747
shares
|
$44.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,334
shares
|
$43 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
407,601
shares
|
$42.9 Million
5.23% of portfolio
|
Q4 2024
Added 46.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
396,449
shares
|
$41.7 Million
0.12% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
386,368
shares
|
$40.6 Million
0.08% of portfolio
|
Q4 2024
Added 25.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
371,899
shares
|
$39.1 Million
0.08% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
364,236
shares
|
$38.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
360,653
shares
|
$37.9 Million
0.63% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
355,638
shares
|
$37.4 Million
0.22% of portfolio
|
Q4 2024
Added 40.04%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
355,064
shares
|
$37.3 Million
1.53% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
353,862
shares
|
$37.2 Million
0.36% of portfolio
|
Q4 2024
Added 5.3%
|