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 |
---|---|---|---|---|---|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 17, 2024 Q1 2024 |
175,217
shares
|
$18.5 Million
5.47% of portfolio
|
Q1 2024
Reduced 14.36%
|
|
Boston Standard Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
173,925
shares
|
$18.4 Million
4.24% of portfolio
|
Q1 2024
Added 15.57%
|
|
Alera Investment Advisors, LLC
|
May 10, 2024 Q1 2024 |
173,779
shares
|
$18.4 Million
2.55% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
172,068
shares
|
$18.2 Million
6.42% of portfolio
|
Q1 2024
Added 9.98%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
171,873
shares
|
$18.2 Million
0.86% of portfolio
|
Q1 2024
Added 5.01%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2024 Q1 2024 |
170,666
shares
|
$18 Million
1.82% of portfolio
|
Q1 2024
Added 3.43%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
170,606
shares
|
$18 Million
0.13% of portfolio
|
Q1 2024
Added 38.12%
|
|
Flputnam Investment Management CO
Portland, ME |
May 03, 2024 Q1 2024 |
169,206
shares
|
$17.9 Million
0.4% of portfolio
|
Q1 2024
Added 12.85%
|
|
Chesley Taft & Associates LLC
|
Apr 15, 2024 Q1 2024 |
168,386
shares
|
$17.8 Million
0.93% of portfolio
|
Q1 2024
Added 11.31%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Jul 28, 2023 Q1 2023 |
167,687
shares
|
$17.7 Million
7.88% of portfolio
|
Q1 2023
Added 0.01%
|
|
Citizens Financial Group Inc
|
May 17, 2024 Q1 2024 |
167,139
shares
|
$17.7 Million
0.6% of portfolio
|
Q1 2024
Reduced 11.84%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
166,273
shares
|
$17.6 Million
1.54% of portfolio
|
Q1 2024
Added 4.05%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
165,250
shares
|
$17.5 Million
1.52% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
162,703
shares
|
$17.2 Million
0.19% of portfolio
|
Q1 2024
Reduced 49.25%
|
|
Symmetry Partners, LLC
|
Apr 02, 2024 Q1 2024 |
161,669
shares
|
$17.1 Million
1.36% of portfolio
|
Q1 2024
Reduced 61.11%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
159,165
shares
|
$16.8 Million
0.98% of portfolio
|
Q1 2024
Added 39.32%
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2024 Q1 2024 |
157,363
shares
|
$16.6 Million
1.63% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
156,636
shares
|
$16.6 Million
0.26% of portfolio
|
Q1 2024
Added 3.39%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
156,269
shares
|
$16.5 Million
0.55% of portfolio
|
Q1 2024
Added 4.54%
|
|
Wesbanco Bank Inc
|
Apr 23, 2024 Q1 2024 |
156,005
shares
|
$16.5 Million
0.64% of portfolio
|
Q1 2024
Added 6.5%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
154,025
shares
|
$16.3 Million
0.37% of portfolio
|
Q1 2024
Added 47.86%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 18, 2024 Q1 2024 |
153,563
shares
|
$16.2 Million
4.27% of portfolio
|
Q1 2024
Added 7.72%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2024 Q1 2024 |
153,289
shares
|
$16.2 Million
0.78% of portfolio
|
Q1 2024
Reduced 45.97%
|
|
Fukoku Mutual Life Insurance CO
|
May 10, 2024 Q1 2024 |
153,000
shares
|
$16.2 Million
1.3% of portfolio
|
Q3 2020
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
152,344
shares
|
$16.1 Million
1.32% of portfolio
|
Q4 2022
Added 16.48%
|