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 1,450 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
2,352,676
shares
|
$256 Million
0.78% of portfolio
|
Q2 2024
Added 9.34%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
1,667,865
shares
|
$181 Million
0.35% of portfolio
|
Q2 2024
Added 8.2%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,484,333
shares
|
$161 Million
0.25% of portfolio
|
Q2 2024
Added 3.22%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
1,441,934
shares
|
$157 Million
0.03% of portfolio
|
Q2 2024
Reduced 21.87%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
1,426,332
shares
|
$155 Million
0.61% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,411,161
shares
|
$153 Million
0.36% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
1,399,839
shares
|
$152 Million
3.04% of portfolio
|
Q2 2024
Added 2.74%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,384,466
shares
|
$150 Million
0.04% of portfolio
|
Q2 2024
Added 0.64%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
1,177,031
shares
|
$128 Million
3.31% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
1,117,484
shares
|
$121 Million
2.55% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
1,089,330
shares
|
$118 Million
4.21% of portfolio
|
Q2 2024
Added 18.16%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,051,719
shares
|
$114 Million
0.13% of portfolio
|
Q2 2024
Added 7.16%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,010,907
shares
|
$110 Million
1.34% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
979,145
shares
|
$106 Million
0.26% of portfolio
|
Q2 2024
Added 22.96%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
976,747
shares
|
$106 Million
6.88% of portfolio
|
Q2 2024
Added 2.11%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
972,958
shares
|
$106 Million
1.27% of portfolio
|
Q2 2024
Added 2.28%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
930,316
shares
|
$101 Million
0.72% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
920,731
shares
|
$100 Million
5.9% of portfolio
|
Q2 2024
Added 4.42%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
918,295
shares
|
$99.8 Million
0.15% of portfolio
|
Q2 2024
Reduced 9.69%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
917,134
shares
|
$99.7 Million
0.32% of portfolio
|
Q2 2024
Added 3.05%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
908,244
shares
|
$98.7 Million
1.04% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
892,098
shares
|
$97 Million
0.06% of portfolio
|
Q2 2024
Added 2.48%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
782,213
shares
|
$85 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
778,415
shares
|
$84.6 Million
1.06% of portfolio
|
Q2 2024
Added 10.96%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
750,754
shares
|
$81.6 Million
0.05% of portfolio
|
Q2 2024
Added 98.12%
|