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 1,586 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,987,803
shares
|
$212 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,705,736
shares
|
$182 Million
0.33% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,593,423
shares
|
$170 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,516,730
shares
|
$162 Million
0.15% of portfolio
|
Q4 2024
Added 25.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,505,729
shares
|
$161 Million
0.6% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,494,392
shares
|
$159 Million
0.37% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,463,802
shares
|
$156 Million
4.41% of portfolio
|
Q3 2024
Added 241.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,421,885
shares
|
$152 Million
0.38% of portfolio
|
Q4 2024
Added 80.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,394,143
shares
|
$149 Million
0.04% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,382,615
shares
|
$148 Million
3.86% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,354,731
shares
|
$145 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,312,902
shares
|
$140 Million
1.21% of portfolio
|
Q4 2024
Added 28.28%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,196,525
shares
|
$128 Million
4.5% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,196,239
shares
|
$128 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,177,651
shares
|
$126 Million
0.2% of portfolio
|
Q4 2024
Added 31.39%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,124,699
shares
|
$120 Million
2.32% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,109,733
shares
|
$118 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,088,629
shares
|
$116 Million
0.25% of portfolio
|
Q4 2024
Added 61.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,048,318
shares
|
$112 Million
0.35% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,033,611
shares
|
$110 Million
1.13% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
978,866
shares
|
$104 Million
0.71% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
967,578
shares
|
$103 Million
6.67% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
944,231
shares
|
$101 Million
5.7% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
940,337
shares
|
$100 Million
0.91% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
879,575
shares
|
$93.9 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.7%
|