iShares National Muni Bond ETF (MUB) Institutional Ownership

$107.29

+0.23 (+0.21%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 1008
Total Institutional Inflows (last 12 months): $9.17B

Number of Institutional Sellers (last 12 months): 733
Total Institutional Outflows (last 12 months): $4.43B

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MUB Institutional Buying and Selling by Quarter

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iShares National Muni Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Arcadia Wealth Management LLC	27,061	$2.88M	1.6%	+7.7%	0.008%
7/26/2024	Aletheian Wealth Advisors LLC	21,504	$2.29M	1.2%	+3.8%	0.006%
7/26/2024	Detalus Advisors LLC	33,731	$3.59M	1.2%	-17.1%	0.010%
7/26/2024	Ballast Advisors LLC	5,909	$630K	0.2%	+6.1%	0.002%
7/26/2024	1900 Wealth Management LLC	6,817	$726K	0.1%	-42.9%	0.002%
7/26/2024	Durante & Waters LLC	31,860	$3.40M	3.0%	+17.6%	0.009%
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7/26/2024	Breakwater Capital Group	25,708	$2.74M	0.6%	-6.9%	0.007%
7/26/2024	Argonautica Private Wealth Management Inc.	5,370	$572K	0.2%	+1.8%	0.002%
7/26/2024	Tenon Financial LLC	2,009	$214K	0.2%	N/A	0.001%
7/26/2024	ABLE Financial Group LLC	17,891	$1.91M	0.7%	-4.2%	0.005%
7/26/2024	WealthShield Partners LLC	80,088	$8.53M	1.3%	+2.5%	0.023%
7/26/2024	Harbour Investments Inc.	18,769	$2M	0.1%	-7.2%	0.005%
7/26/2024	Proathlete Wealth Management LLC	39,723	$4.23M	2.0%	+7.6%	0.012%
7/26/2024	Smallwood Wealth Investment Management LLC	28,054	$2.99M	2.3%	-20.8%	0.008%
7/26/2024	Patriot Financial Group Insurance Agency LLC	7,331	$781K	0.1%	+5.2%	0.002%
7/26/2024	Instrumental Wealth LLC	1,877	$201K	0.2%	N/A	0.001%
7/26/2024	Atomi Financial Group Inc.	4,995	$532K	0.0%	-9.6%	0.001%
7/26/2024	Evensky & Katz LLC	2,736	$292K	0.0%	-19.3%	0.001%
7/26/2024	Granite Harbor Advisors Inc.	58,296	$6.21M	3.9%	+12.6%	0.017%
7/26/2024	Signature Estate & Investment Advisors LLC	7,797	$831K	0.0%	+173.7%	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	296,482	$31.59M	0.1%	+672.7%	0.086%
7/26/2024	Trust Co. of Virginia VA	9,020	$961K	0.1%	+5.0%	0.003%
7/26/2024	Bailard Inc.	244,400	$26.04M	0.7%	-2.1%	0.071%
7/26/2024	Verdence Capital Advisors LLC	10,712	$1.14M	0.1%	-5.9%	0.003%
7/26/2024	Paulson Wealth Management Inc.	27,148	$2.89M	0.8%	+4.0%	0.008%
7/26/2024	Ackerman Capital Advisors LLC	85,086	$9.07M	2.4%	+5.9%	0.025%
7/26/2024	Bank of New York Mellon Corp	9,668,387	$1.03B	0.2%	-5.6%	2.801%
7/26/2024	Catalyst Financial Partners LLC	86,700	$9.24M	2.0%	+0.2%	0.025%
7/26/2024	Bristlecone Advisors LLC	9,772	$1.04M	0.1%	-3.2%	0.003%
7/26/2024	Salomon & Ludwin LLC	187,310	$19.96M	2.2%	+12.7%	0.054%
7/26/2024	Patten Group Inc.	18,393	$1.96M	0.5%	+0.9%	0.005%
7/25/2024	Rooted Wealth Advisors Inc.	12,399	$1.33M	0.6%	-2.1%	0.004%
7/25/2024	Cypress Capital Group	24,905	$2.65M	0.3%	-16.2%	0.007%
7/25/2024	TNF LLC	49,778	$5.33M	1.9%	-1.7%	0.014%
7/25/2024	Capital Advisors Ltd. LLC	9,535	$1.02M	0.1%	+9.8%	0.003%
7/25/2024	AMG National Trust Bank	279,055	$29.73M	0.8%	+34.2%	0.081%
7/25/2024	Calamos Wealth Management LLC	14,381	$1.53M	0.1%	-39.8%	0.004%
7/25/2024	Independence Bank of Kentucky	8,040	$857K	0.2%	+53.3%	0.002%
7/25/2024	Clear Creek Financial Management LLC	1,950	$208K	0.0%	-36.9%	0.001%
7/25/2024	SNS Financial Group LLC	301,614	$32.14M	3.5%	+0.6%	0.087%
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7/25/2024	Pinnacle Wealth Management Advisory Group LLC	6,416	$684K	0.1%	+1.6%	0.002%
7/25/2024	Waypoint Capital Advisors LLC	4,915	$524K	0.1%	N/A	0.001%
7/25/2024	Sterling Investment Counsel LLC	21,364	$2.28M	0.9%	+4.8%	0.006%
7/25/2024	Cooksen Wealth LLC	10,891	$1.16M	1.2%	-2.5%	0.003%
7/25/2024	Lakeshore Financial Planning Inc.	2,765	$295K	0.1%	-15.7%	0.001%
7/25/2024	Etesian Wealth Advisors Inc.	21,016	$2.24M	1.3%	-5.3%	0.006%
7/25/2024	RFP Financial Group LLC	73,130	$7.79M	2.9%	+13.7%	0.021%
7/25/2024	Waterway Wealth Management LLC	39,542	$4.21M	2.1%	+1,716.4%	0.011%
7/25/2024	Atlantic Union Bankshares Corp	5,639	$601K	0.0%	N/A	0.002%
7/25/2024	Capital Insight Partners LLC	239,935	$25.57M	4.8%	-2.0%	0.070%
7/24/2024	McAdam LLC	58,318	$6.21M	0.4%	+6.3%	0.017%
7/24/2024	Colton Groome Financial Advisors LLC	29,355	$3.13M	1.2%	-10.5%	0.009%
7/24/2024	EWA LLC	4,716	$506K	0.2%	+16.2%	0.001%
7/24/2024	Advisory Resource Group	17,102	$1.82M	0.4%	-3.9%	0.005%
7/24/2024	Paladin Advisory Group LLC	27,011	$2.87M	2.2%	+3.9%	0.008%
7/24/2024	TrueWealth Advisors LLC	1,954	$208K	0.1%	N/A	0.001%
7/24/2024	Transcendent Capital Group LLC	2,293	$244K	0.1%	+49.4%	0.001%
7/24/2024	Grove Bank & Trust	30,538	$3.25M	0.5%	-13.3%	0.009%
7/24/2024	Alta Wealth Advisors LLC	8,016	$854K	0.4%	+1.9%	0.002%
7/24/2024	Traynor Capital Management Inc.	8,129	$866K	0.1%	-1.2%	0.002%
7/24/2024	Slow Capital Inc.	175,825	$18.73M	3.0%	-37.6%	0.051%
7/24/2024	Quotient Wealth Partners LLC	179,612	$19.14M	0.7%	-2.2%	0.052%
7/24/2024	Lebenthal Global Advisors LLC	200,587	$21.37M	4.7%	-3.0%	0.058%
7/24/2024	Everhart Financial Group Inc.	10,582	$1.13M	0.3%	+9.7%	0.003%
7/24/2024	Premier Path Wealth Partners LLC	40,190	$4.28M	0.7%	+63.2%	0.012%
7/24/2024	Charter Oak Capital Management LLC	5,257	$560K	0.1%	-10.2%	0.002%
7/24/2024	Boyd Wealth Management LLC	2,836	$302K	0.2%	-40.6%	0.001%
7/24/2024	Spinnaker Investment Group LLC	21,884	$2.33M	0.6%	-8.8%	0.006%
7/24/2024	Diversified LLC	26,951	$2.87M	0.3%	+710.6%	0.008%
7/24/2024	Cornerstone Wealth Group LLC	16,104	$1.72M	0.2%	-4.9%	0.005%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	190,766	$20.33M	4.9%	+24.2%	0.055%
7/24/2024	My Legacy Advisors LLC	38,277	$4.08M	1.3%	N/A	0.011%
7/24/2024	&PARTNERS	35,378	$3.77M	0.2%	+341.4%	0.010%
7/23/2024	Precedent Wealth Partners LLC	51,250	$5.46M	2.2%	+0.4%	0.015%
7/23/2024	HTLF Bank	9,264	$987K	0.1%	+14.0%	0.003%
7/23/2024	GYL Financial Synergies LLC	36,278	$3.87M	0.3%	-1.0%	0.011%
7/23/2024	Atlas Brown Inc.	4,078	$434K	0.2%	+15.5%	0.001%
7/23/2024	Gray Private Wealth LLC	8,970	$956K	0.6%	-20.0%	0.003%
7/23/2024	Heritage Financial Services LLC	5,319	$567K	0.1%	+2.5%	0.002%
7/23/2024	Traphagen Investment Advisors LLC	45,643	$4.86M	0.5%	-4.1%	0.013%
7/23/2024	Moss Adams Wealth Advisors LLC	81,207	$8.65M	1.2%	+259.4%	0.024%
7/23/2024	Concourse Financial Group Securities Inc.	93,208	$9.93M	0.6%	+2.7%	0.027%
7/23/2024	RMR Wealth Builders	138,269	$14.73M	1.7%	+6.0%	0.040%
7/23/2024	NewSquare Capital LLC	51,139	$5.45M	0.5%	-2.0%	0.015%
7/23/2024	Macroview Investment Management LLC	2,373	$253K	0.3%	-51.1%	0.001%
7/23/2024	ONE Advisory Partners LLC	38,490	$4.10M	1.9%	+9.3%	0.011%
7/23/2024	Bear Mountain Capital Inc.	196,646	$21.11M	8.6%	-0.1%	0.057%
7/23/2024	Exchange Capital Management Inc.	11,320	$1.21M	0.2%	+27.8%	0.003%
7/23/2024	Vicus Capital	177,237	$18.89M	1.7%	+0.4%	0.051%
7/23/2024	Philip James Wealth Mangement LLC	7,266	$774K	0.5%	-65.4%	0.002%
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7/23/2024	Diversified Portfolios Inc.	153,422	$16.35M	2.2%	+7.3%	0.044%
7/23/2024	Orgel Wealth Management LLC	3,592,504	$382.78M	10.3%	-4.7%	1.041%
7/23/2024	XML Financial LLC	6,774	$722K	0.1%	+210.2%	0.002%
7/22/2024	Atria Wealth Solutions Inc.	231,526	$24.67M	0.3%	+15.4%	0.067%
7/22/2024	Flagship Private Wealth LLC	10,657	$1.14M	0.7%	-1.5%	0.003%
7/22/2024	Alaska Wealth Advisors	173,284	$18.46M	2.9%	+20.3%	0.050%
7/22/2024	Fifth Third Bancorp	84,584	$9.01M	0.0%	-12.6%	0.025%
7/22/2024	RTD Financial Advisors Inc.	183,730	$19.58M	2.6%	+0.8%	0.053%
7/22/2024	Veracity Capital LLC	3,641	$388K	0.2%	-50.3%	0.001%
7/22/2024	Graybill Wealth Management LTD.	7,057	$752K	0.3%	+9.9%	0.002%

(Data available from 1/1/2016 forward)

MUB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MUB shares?: During the previous two years, 1,611 institutional investors and hedge funds held shares of iShares National Muni Bond ETF. The most heavily invested institutionals were FMR LLC ($2.51B), Bank of America Corp DE ($2.22B), Envestnet Asset Management Inc. ($1.77B), Creative Planning ($1.16B), Betterment LLC ($1.05B), Bank of New York Mellon Corp ($1.03B), and JPMorgan Chase & Co. ($1.01B).Learn more on MUB's institutional investors.
Which institutional investors have been buying iShares National Muni Bond ETF stock?: Of the 1,428 institutional investors that purchased iShares National Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($15.36M), TIAA Trust National Association ($12.67M), JPMorgan Chase & Co. ($10.78M), Wealthfront Advisers LLC ($9.81M), Envestnet Asset Management Inc. ($8.70M), Envestnet Portfolio Solutions Inc. ($5.91M), and Charles Schwab Investment Advisory Inc. ($4.36M).
How much institutional buying is happening at iShares National Muni Bond ETF?: Institutional investors have bought a total of 191,006,141 shares in the last 24 months. This purchase volume represents approximately $20.18B in transactions.

Which iShares National Muni Bond ETF major shareholders have been selling company stock?: Of the 1,054 institutional investors that sold iShares National Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($8.40M), FMR LLC ($5.40M), Charles Schwab Investment Advisory Inc. ($5.27M), Envestnet Asset Management Inc. ($4.71M), TIAA FSB ($3.68M), Fisher Asset Management LLC ($3.25M), and Bank of America Corp DE ($3.00M).
How much institutional selling is happening at iShares National Muni Bond ETF?: Institutional investors have sold a total of 91,249,610 shares in the last 24 months. This volume of shares sold represents approximately $9.68B in transactions.