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 |
---|---|---|---|---|---|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
439,348
shares
|
$46.5 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
438,809
shares
|
$46.4 Million
0.91% of portfolio
|
Q1 2024
Added 12.36%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
434,400
shares
|
$45.9 Million
3.72% of portfolio
|
Q1 2024
Added 1.24%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
429,441
shares
|
$45.4 Million
2.78% of portfolio
|
Q3 2022
Added 61.24%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
425,485
shares
|
$45 Million
2.27% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
424,799
shares
|
$44.9 Million
4.93% of portfolio
|
Q1 2024
Reduced 12.4%
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
411,392
shares
|
$43.5 Million
2.2% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
Sofi Wealth, LLC
|
May 07, 2024 Q1 2024 |
402,407
shares
|
$42.6 Million
4.03% of portfolio
|
Q1 2024
Added 6.82%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
397,211
shares
|
$42 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
393,903
shares
|
$41.7 Million
1.41% of portfolio
|
Q1 2024
Added 13.31%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
383,025
shares
|
$40.5 Million
0.12% of portfolio
|
Q1 2024
Added 3.56%
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
378,940
shares
|
$40.1 Million
0.03% of portfolio
|
Q1 2024
Added 2.74%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
360,653
shares
|
$38.1 Million
0.63% of portfolio
|
Q2 2023
Added 0.62%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
354,091
shares
|
$37.4 Million
0.17% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Waldron Private Wealth LLC
|
May 09, 2024 Q1 2024 |
339,351
shares
|
$35.9 Million
1.65% of portfolio
|
Q1 2024
Added 0.02%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
338,398
shares
|
$35.8 Million
1.96% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Centiva Capital, LP
New York, NY |
May 15, 2024 Q1 2024 |
332,500
shares
|
$35.2 Million
0.96% of portfolio
|
Q1 2024
Reduced 80.17%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
323,276
shares
|
$34.2 Million
3.91% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
Mosaic Advisors LLC
Houston, TX |
Apr 18, 2024 Q1 2024 |
319,533
shares
|
$33.8 Million
28.08% of portfolio
|
Q1 2024
Added 0.32%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
313,455
shares
|
$33.1 Million
2.36% of portfolio
|
Q1 2024
Added 0.09%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
313,386
shares
|
$33.1 Million
1.1% of portfolio
|
Q1 2024
Added 27.43%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
313,118
shares
|
$33.1 Million
1.59% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
310,941
shares
|
$32.9 Million
0.07% of portfolio
|
Q1 2024
Added 1.61%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
303,746
shares
|
$32.1 Million
0.11% of portfolio
|
Q1 2024
Reduced 42.88%
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
301,306
shares
|
$31.9 Million
1.08% of portfolio
|
Q1 2024
Added 46.76%
|