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Get Institutions for : 
iShares S&P National Municipal Bond (MUB)  
$106.67 0.31 (0.29%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1289    23
Total shares held : 
 309,222,652  
% of shares held : 
 19.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 16,341,884  
% of shares held change : 
   1.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $101.94  
Last Quarter's Ending Price : 
 $108.41  
Last Quarter's Average Price : 
 $104.50  
Change from last quarter's     
avg. price to the last closing  : 
2.17 (2.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
122
 4,864,276
 1.57%
 
Increased Positions :
494
 40,544,496
 13.11%
 
Unchanged Positions :
198
 4,734,728
 1.53%
 
Decreased Positions :
475
-27,847,224
-9.01%
 
Closed Positions :
99
-1,219,664
-0.39%
 
Guru Positions :
3
4,311,044
 1.39%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 75 - 2023-12-31 24,131,108 $2,616,053,000 1,679,247
   ENVESTNET ASSET MANAGEMENT INC 17 - 2023-12-31 16,290,564 $1,766,060,000 1,144,829
   J P MORGAN CHASE & CO 169 - 2023-12-31 10,816,557 $1,172,623,000 966,467
   WELLS FARGO & CO/MN 93 - 2023-12-31 7,978,397 $864,938,000 517,538
   MORGAN STANLEY 259 - 2023-12-31 7,414,136 $803,767,000 1,640,959
   PNC FINANCIAL SERVICES GROUP INC 36 - 2023-12-31 6,231,317 $675,537,000 211,946
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19 - 2023-12-31 6,225,777 $674,936,000 259,973
   Envestnet Portfolio Solutions Inc. 7 - 2023-12-31 5,911,962 $640,916,000 277,085
   LPL FINANCIAL CORP 48 - 2023-12-31 5,816,803 $630,600,000 656,936
   JANE STREET GROUP LLC 25 - 2023-12-31 5,150,292 $558,343,000 5,146,865
   MERCER GLOBAL ADVISORS INC /ADV 17 - 2023-12-31 4,477,304 $485,384,000 405,687
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 98 - 2023-12-31 4,046,529 $438,684,000 173,611
   TIAA FSB 21 - 2023-06-30 3,125,458 $333,580,000 312,253
   UBS Group AG 173 - 2023-12-31 2,815,520 $305,231,000 24,361
   Adviser Investments LLC 6 - 2023-12-31 2,729,275 $295,881,000 2,162,458
   GOLDMAN SACHS GROUP INC/ 311 - 2023-12-31 2,722,357 $295,131,000 1,402,548
   BLACKROCK INC. 1412 - 2023-12-31 2,536,397 $274,971,000 1,333,343
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 29 - 2023-12-31 2,029,034 $219,968,000 51,300
   CITADEL ADVISORS LLC 100 - 2023-12-31 1,698,326 $184,116,000 1,690,778
   HIGHTOWER ADVISORS, LLC 84 - 2023-12-31 1,358,205 $147,235,000 215,313
   AMERIPRISE FINANCIAL INC 394 - 2023-12-31 1,358,026 $147,039,000 206,163
   SIGNATUREFD, LLC 8 - 2023-12-31 1,342,931 $145,587,000 179,961
   CHOATE INVESTMENT ADVISORS 3 - 2023-12-31 1,228,324 $133,163,000 39,673
   ROYAL BANK OF CANADA 408 - 2023-12-31 1,158,723 $125,618,000 152,488
   BB&T CORP 115 - 2023-12-31 1,106,233 $119,927,000 215,750
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10 - 2023-12-31 1,091,634 $118,344,000 60,355
   EP WEALTH ADVISORS, INC. 11 - 2023-12-31 1,045,939 $113,390,000 767,009
   CITIGROUP INC 152 - 2023-12-31 969,387 $105,091,000 104,711
   JONES FINANCIAL COMPANIES LLLP 43 - 2023-12-31 967,734 $104,912,000 53,010
   PARK AVENUE SECURITIES LLC 11 - 2024-03-31 951,272 $102,357,000 17,997
   BARCLAYS PLC 325 - 2023-12-31 928,608 $100,671,000 928,608
   H D Vest Advisory Services 14 - 2023-12-31 854,539 $92,641,000 136,309
   Ellevest Inc. 3 - 2023-12-31 838,769 $90,931,000 4,575
   CI Private Wealth LLC 141 - 2023-12-31 822,848 $89,205,000 67,515
   One Capital Management LLC 2 - 2023-12-31 804,562 $87,223,000 3,023
   BESSEMER GROUP INC 160 - 2023-12-31 790,207 $85,666,000 497,824
   HPM Partners LLC - 2023-12-31 710,775 $77,055,000 106,110
   CAPTRUST FINANCIAL ADVISORS 87 - 2023-12-31 690,477 $74,855,000 108,310
   RENAISSANCE TECHNOLOGIES LLC 209 - 2023-12-31 678,800 $73,589,000 670,600
   Cetera Investment Advisers 29 - 2023-12-31 662,349 $71,805,000 41,781
   BANK OF MONTREAL /CAN/ 337 - 2023-12-31 647,853 $70,299,000 105,137
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 119 - 2024-03-31 651,629 $70,115,000 73,249
   AE Wealth Management LLC 54 - 2023-12-31 611,798 $65,866,000 41,246
   PRUDENTIAL FINANCIAL INC 191 - 2023-12-31 594,695 $64,471,000 250,644
   Sontag Advisory LLC 23 - 2023-12-31 593,071 $64,295,000 114,632
   COLDSTREAM CAPITAL MANAGEMENT INC 13 - 2023-12-31 576,611 $62,510,000 101,495
   BKD WEALTH ADVISORS LLC 10 - 2024-03-31 576,311 $62,011,000 39,276
   Prime Capital Investment Advisors LLC - 2023-12-31 571,192 $61,923,000 288,522
   Resources Investment Advisors Inc. 16 - 2023-12-31 556,005 $60,277,000 138,389
   STIFEL FINANCIAL CORP 251 - 2023-12-31 548,642 $59,478,000 11,473
   Orion Portfolio Solutions LLC 18 - 2023-12-31 544,298 $59,029,000 18,409
   M&T BANK CORP 104 - 2023-12-31 531,779 $57,650,000 345,117
   ZBN.A. 4 - 2023-12-31 529,415 $57,394,000 522,432
   FINANCIAL ENGINES ADVISORS L.L.C. 46 - 2023-12-31 502,829 $54,512,000 27,218
   Meeder Advisory Services Inc. - 2023-12-31 492,778 $53,422,000 23,415
   CWM LLC 83 - 2024-03-31 455,562 $49,018,000 126,223
   JFS WEALTH ADVISORS, LLC 6 - 2023-12-31 429,090 $46,518,000 12,435
   ALLIANCEBERNSTEIN L.P. 626 - 2023-12-31 402,161 $43,598,000 6,688
   OLD MISSION CAPITAL LLC 12 - 2023-12-31 396,051 $42,936,000 106,155
   Baird Financial Group Inc. 207 - 2023-12-31 392,086 $42,506,000 234,388
   Wealthcare Advisory Partners LLC 12 - 2024-03-31 393,903 $42,384,000 46,264
   Forum Financial Management LP 14 - 2023-12-31 390,549 $42,339,000 146,648
   SOFI WEALTH LLC - 2023-12-31 376,704 $40,838,000 7,652
   COMERICA BANK 104 - 2023-12-31 358,740 $38,891,000 45,407
   PFS INVESTMENTS INC. 46 - 2023-06-30 360,653 $38,492,000 2,230
   JOHNSON FINANCIAL GROUP, INC. 10 - 2023-12-31 346,970 $37,615,000 198,525
   MORNINGSTAR INVESTMENT SERVICES, INC. 102 - 2023-12-31 320,602 $34,782,000 183,772
   Mosaic Advisors LLC 2 - 2024-03-31 319,533 $34,382,000 1,011
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 305,760 $33,147,000 305,760
   Cresset Asset Management LLC 74 - 2023-12-31 301,825 $32,721,000 12,986
   SAND HILL ADVISORS INC/CA 12 - 2023-12-31 283,715 $30,758,000 222,503
   Slow Capital Inc. 2 - 2024-03-31 281,710 $30,312,000 47,742
   Lutz Financial Services LLC 10 - 2023-12-31 270,829 $29,361,000 212,734
   Equitable Holdings Inc. 63 - 2023-12-31 267,332 $28,981,000 58,075
   DOHJ LLC 2 - 2024-03-31 251,794 $27,093,000 44,154
   Icon Wealth Advisors LLC 5 - 2023-12-31 246,862 $26,762,000 66,212
   CLS INVESTMENT FIRM LLC 32 - 2022-12-31 252,441 $26,638,000 54,048
   HANSON MCCLAIN, INC. 55 - 2024-03-31 246,191 $26,490,000 20,904
   CAPITAL INSIGHT PARTNERS LLC 3 - 2024-03-31 244,920 $26,353,000 11,180
   GREAT VALLEY ADVISOR GROUP INC. 20 - 2023-12-31 230,450 $24,983,000 17,058
   Apella Capital LLC 22 - 2024-03-31 222,201 $23,751,000 17,805
   First Citizens Asset Management Inc. 7 - 2023-12-31 204,592 $23,605,000 79,842
   Icon Wealth Partners LLC 6 - 2023-09-30 229,056 $23,487,000 513
   COLONY GROUP LLC 71 - 2023-09-30 228,082 $23,388,000 15,274
   AMG NATIONAL TRUST BANK 31 - 2023-12-31 213,065 $23,098,000 95,482
   CAHABA WEALTH MANAGEMENT INC. 11 - 2024-03-31 210,212 $22,619,000 28,111
   Facet Wealth Inc. 21 - 2023-12-31 205,310 $22,139,000 77,414
   Balentine LLC 16 - 2023-12-31 203,984 $22,114,000 64,550
   Asio Capital LLC 3 - 2024-03-31 205,312 $22,092,000 40,478
   McNamara Financial Services Inc. 6 - 2024-03-31 202,622 $21,802,000 13,861
   Cardinal Strategic Wealth Guidance 4 - 2024-03-31 197,958 $21,300,000 5,771
   Bear Mountain Capital Inc. 3 - 2024-03-31 196,870 $20,939,000 1,632
   RSM US WEALTH MANAGEMENT LLC 45 - 2023-12-31 189,964 $20,594,000 52,007
   Morton Brown Family Wealth LLC 3 - 2024-03-31 187,169 $20,139,000 25,305
   Alera Investment Advisors LLC - 2023-12-31 182,796 $19,817,000 166,471
   Atria Wealth Solutions Inc. 85 - 2023-12-31 182,766 $19,814,000 808
   LEDYARD NATIONAL BANK 7 - 2023-12-31 181,677 $19,696,000 14,878
   TOWNSQUARE CAPITAL LLC 65 - 2023-12-31 180,963 $19,618,000 3,023
   RTD Financial Advisors Inc. 10 - 2024-03-31 182,316 $19,617,000 2,725
   CX Institutional 24 - 2024-03-31 181,011 $19,472,000 21,499
  100 Records found
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