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 1,516 institutions that hold shares in the stock, with a total of 304 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
|
$210 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,705,736
shares
|
$180 Million
0.33% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,677,413
shares
|
$177 Million
0.27% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,505,729
shares
|
$159 Million
0.6% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,494,392
shares
|
$158 Million
0.37% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,463,802
shares
|
$155 Million
4.41% of portfolio
|
Q3 2024
Added 241.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,394,143
shares
|
$147 Million
0.04% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,382,615
shares
|
$146 Million
3.86% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,354,731
shares
|
$143 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,239,116
shares
|
$131 Million
4.57% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,208,041
shares
|
$128 Million
0.13% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,196,239
shares
|
$126 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,108,066
shares
|
$117 Million
2.78% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,088,629
shares
|
$115 Million
0.25% of portfolio
|
Q4 2024
Added 61.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,048,318
shares
|
$111 Million
0.35% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,023,495
shares
|
$108 Million
1.24% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
978,866
shares
|
$103 Million
0.71% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
967,578
shares
|
$102 Million
6.67% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
948,428
shares
|
$100 Million
1.16% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
944,231
shares
|
$99.8 Million
5.7% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
940,337
shares
|
$99.3 Million
0.91% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
896,287
shares
|
$94.7 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
885,803
shares
|
$93.6 Million
3.79% of portfolio
|
Q3 2024
Added 373.77%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
863,380
shares
|
$91.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
810,380
shares
|
$85.6 Million
1.04% of portfolio
|
Q3 2024
Added 4.11%
|