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 1,667 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $35.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,724,033
shares
|
$285 Million
4.86% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
2,683,246
shares
|
$281 Million
3.61% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,570,205
shares
|
$269 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,294,904
shares
|
$240 Million
0.05% of portfolio
|
Q1 2025
Added 26.29%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,987,573
shares
|
$208 Million
0.36% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,819,938
shares
|
$191 Million
0.64% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,743,638
shares
|
$183 Million
0.07% of portfolio
|
Q1 2025
Added 57.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,608,091
shares
|
$168 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,591,608
shares
|
$167 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,577,162
shares
|
$165 Million
1.44% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,539,565
shares
|
$161 Million
0.05% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,516,730
shares
|
$159 Million
0.15% of portfolio
|
Q4 2024
Added 25.55%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
1,294,303
shares
|
$136 Million
3.43% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
1,274,502
shares
|
$133 Million
4.84% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,218,299
shares
|
$128 Million
2.6% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,216,314
shares
|
$127 Million
0.33% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
1,199,402
shares
|
$126 Million
0.02% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,158,013
shares
|
$121 Million
0.06% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
1,130,272
shares
|
$118 Million
0.02% of portfolio
|
Q1 2025
Added 634.72%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,079,513
shares
|
$113 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,034,280
shares
|
$108 Million
0.66% of portfolio
|
Q1 2025
Added 76.88%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
958,617
shares
|
$100 Million
7.1% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
949,055
shares
|
$99.4 Million
0.84% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
915,114
shares
|
$95.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
875,802
shares
|
$91.7 Million
2.41% of portfolio
|
Q1 2025
Reduced 43.5%
|