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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
498,484
shares
|
$53.2 Million
1.18% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
495,989
shares
|
$52.9 Million
3.63% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
493,112
shares
|
$52.6 Million
2.06% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
490,539
shares
|
$52.3 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
465,142
shares
|
$49.6 Million
2.4% of portfolio
|
Q2 2023
Reduced 1.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
455,757
shares
|
$48.6 Million
0.02% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
452,638
shares
|
$48.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
440,878
shares
|
$47 Million
0.54% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
429,441
shares
|
$45.8 Million
2.78% of portfolio
|
Q3 2022
Added 61.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
428,833
shares
|
$45.8 Million
0.02% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
428,765
shares
|
$45.8 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
425,485
shares
|
$45.4 Million
2.27% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
423,985
shares
|
$45.2 Million
3.74% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,334
shares
|
$43.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
407,601
shares
|
$43.5 Million
5.23% of portfolio
|
Q4 2024
Added 46.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
393,189
shares
|
$42 Million
0.12% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
367,332
shares
|
$39.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.07%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
367,074
shares
|
$39.2 Million
0.16% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
364,589
shares
|
$38.9 Million
0.08% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
360,653
shares
|
$38.5 Million
0.63% of portfolio
|
Q2 2023
Added 0.62%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
355,638
shares
|
$38 Million
0.22% of portfolio
|
Q4 2024
Added 40.04%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
355,064
shares
|
$37.9 Million
1.53% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
345,357
shares
|
$36.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
343,023
shares
|
$36.6 Million
0.38% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
339,112
shares
|
$36.2 Million
3.01% of portfolio
|
Q4 2024
Reduced 9.95%
|