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 |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
861,326
shares
|
$90.2 Million
4.08% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
836,930
shares
|
$87.7 Million
5.95% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
802,166
shares
|
$84 Million
1.58% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
747,721
shares
|
$78.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
737,512
shares
|
$77.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 36.77%
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
727,982
shares
|
$76.2 Million
11.3% of portfolio
|
Q4 2024
Added 2.27%
|
|
Orion Portfolio Solutions, LLC
|
May 14, 2025 Q1 2025 |
726,230
shares
|
$76.1 Million
0.82% of portfolio
|
Q4 2024
Added 11.07%
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
695,440
shares
|
$72.8 Million
1.45% of portfolio
|
Q1 2025
Added 9.63%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
683,775
shares
|
$71.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
671,019
shares
|
$70.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
670,962
shares
|
$70.3 Million
0.88% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
650,574
shares
|
$68.1 Million
0.78% of portfolio
|
Q1 2025
Added 19.3%
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
641,020
shares
|
$67.1 Million
1.69% of portfolio
|
Q1 2025
Added 0.49%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
637,958
shares
|
$66.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
637,399
shares
|
$66.8 Million
0.81% of portfolio
|
Q1 2025
Added 6.67%
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
621,185
shares
|
$65.1 Million
5.69% of portfolio
|
Q1 2025
Added 13.04%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
620,381
shares
|
$65 Million
0.57% of portfolio
|
Q1 2025
Added 3.83%
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
607,800
shares
|
$63.7 Million
0.18% of portfolio
|
Q1 2024
Added 8.94%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
607,385
shares
|
$63.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 57.28%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
603,763
shares
|
$63.2 Million
1.94% of portfolio
|
Q4 2022
New holding
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
586,863
shares
|
$61.5 Million
1.33% of portfolio
|
Q1 2025
Added 20.93%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
578,577
shares
|
$60.6 Million
0.02% of portfolio
|
Q1 2025
Added 344.78%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
574,406
shares
|
$60.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
573,186
shares
|
$60 Million
2.35% of portfolio
|
Q1 2025
Added 7.61%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
553,978
shares
|
$58 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.02%
|