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 |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Oct 29, 2024 Q3 2024 |
485,236
shares
|
$52.2 Million
3.88% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
484,686
shares
|
$52.1 Million
2.05% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
465,389
shares
|
$50.1 Million
3.4% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
465,142
shares
|
$50 Million
2.4% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
464,511
shares
|
$50 Million
0.28% of portfolio
|
Q3 2024
Added 87.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
460,037
shares
|
$49.5 Million
1.46% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
455,757
shares
|
$49 Million
0.02% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
452,638
shares
|
$48.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
440,878
shares
|
$47.4 Million
0.54% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
432,385
shares
|
$46.5 Million
0.69% of portfolio
|
Q3 2024
Added 105.48%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
429,441
shares
|
$46.2 Million
2.78% of portfolio
|
Q3 2022
Added 61.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
428,833
shares
|
$46.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
428,765
shares
|
$46.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
425,485
shares
|
$45.8 Million
2.27% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,334
shares
|
$43.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
402,734
shares
|
$43.3 Million
1.88% of portfolio
|
Q3 2024
Added 67.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
393,189
shares
|
$42.3 Million
0.12% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
376,580
shares
|
$40.5 Million
3.5% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
374,940
shares
|
$40.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
367,332
shares
|
$39.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.07%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
367,074
shares
|
$39.5 Million
0.16% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
364,589
shares
|
$39.2 Million
0.08% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
360,653
shares
|
$38.8 Million
0.63% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
343,462
shares
|
$36.9 Million
1.55% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
343,023
shares
|
$36.9 Million
0.38% of portfolio
|
Q3 2024
Added 5.1%
|