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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
258,995
shares
|
$27.9 Million
0.1% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
258,947
shares
|
$27.8 Million
0.36% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
255,841
shares
|
$27.5 Million
3.04% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
253,946
shares
|
$27.3 Million
0.17% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
252,441
shares
|
$27.2 Million
0.53% of portfolio
|
Q4 2022
Added 27.24%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
252,085
shares
|
$27.1 Million
5.72% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
250,278
shares
|
$26.9 Million
4.82% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
249,679
shares
|
$26.9 Million
3.23% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
249,602
shares
|
$26.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
244,175
shares
|
$26.3 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
241,400
shares
|
$26 Million
0.56% of portfolio
|
Q1 2020
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
239,794
shares
|
$25.8 Million
2.27% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
239,621
shares
|
$25.8 Million
0.33% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
231,724
shares
|
$24.9 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
231,074
shares
|
$24.9 Million
2.31% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
230,151
shares
|
$24.8 Million
0.68% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
229,056
shares
|
$24.6 Million
2.67% of portfolio
|
Q3 2023
Added 0.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
228,082
shares
|
$24.5 Million
0.35% of portfolio
|
Q3 2023
Added 7.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
226,010
shares
|
$24.3 Million
0.1% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
219,910
shares
|
$23.7 Million
3.73% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
218,441
shares
|
$23.5 Million
0.15% of portfolio
|
Q3 2024
Added 69.25%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
218,361
shares
|
$23.5 Million
4.7% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
214,760
shares
|
$23.1 Million
2.38% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
214,323
shares
|
$23.1 Million
1.33% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
213,569
shares
|
$23 Million
0.17% of portfolio
|
Q3 2024
Added 0.6%
|