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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 103 - 2023-12-31 18,878,546 $2,046,623,000 -5,600,683
   CREATIVE PLANNING 14 - 2023-12-31 10,677,645 $1,157,564,000 -1,009,236
   BANK OF NEW YORK MELLON CORP 94 - 2024-03-31 10,245,552 $1,102,421,000 -627,717
   Betterment LLC 9 - 2023-12-31 9,762,968 $1,058,403,000 -498,158
   Wealthfront Advisers LLC 9 - 2024-03-31 9,155,012 $985,079,000 -454,430
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 17 - 2023-12-31 8,980,031 $973,525,000 -575,293
   US BANCORP 14 - 2023-12-31 7,077,970 $767,323,000 -66,859
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 3,997,298 $433,347,000 -8,401,316
   Orgel Wealth Management LLC 1 - 2024-03-31 3,768,347 $405,474,000 -59,088
   SEI INVESTMENTS CO 24 - 2023-12-31 3,172,582 $343,942,000 -674,559
   FIRST CITIZENS BANK & TRUST CO 5 - 2024-03-31 2,873,012 $309,136,000 -664,063
   COMMONWEALTH EQUITY SERVICES LLC. 31 - 2023-12-31 2,428,025 $263,222,000 -76,800
   Centiva Capital LP 1 - 2023-12-31 1,677,100 $181,814,000 -742,900
   MML INVESTORS SERVICES LLC 17 - 2023-12-31 1,500,005 $162,616,000 -3,001
   Advisor Group Holdings Inc. 74 - 2023-12-31 1,460,221 $158,317,000 -333,974
   MARINER WEALTH ADVISORS, LLC 62 - 2023-12-31 1,379,148 $149,513,000 -29,126
   ALLSTATE CORP 3 - 2023-12-31 1,235,486 $133,939,000 -1,924,820
   Sequoia Financial Advisors LLC - 2023-12-31 1,040,254 $112,774,000 -27,400
   OXFORD FINANCIAL GROUP LTD 3 - 2023-12-31 974,409 $105,636,000 -9,172
   FINANCIAL NETWORK 41 - 2023-12-31 680,977 $73,825,000 -18,790
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 182 - 2024-03-31 667,742 $71,849,000 -49,912
   Archetype Wealth Partners LLC 2 - 2023-12-31 635,272 $68,870,000 -73,284
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 35 - 2023-12-31 633,621 $68,691,000 -401,581
   CRESTWOOD ADVISORS LLC 17 - 2023-12-31 623,950 $67,642,000 -117,493
   STATE OF WISCONSIN INVESTMENT BOARD 111 - 2023-12-31 557,900 $60,482,000 -375,000
   Beacon Pointe Advisors LLC 27 - 2023-12-31 555,744 $60,249,000 -147,292
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 4 - 2023-12-31 484,957 $52,574,000 -1,422
   AJ WEALTH STRATEGIES LLC 13 - 2023-06-30 465,142 $49,645,000 -5,035
   RAYMOND JAMES & ASSOCIATES 426 - 2024-03-31 439,348 $47,274,000 -19,089
   Foster Group Inc. 12 - 2024-03-31 411,392 $44,266,000 -493,859
   Column Capital Advisors LLC 5 - 2023-09-30 425,485 $43,629,000 -3,439
   Rockefeller Capital Management L.P. 168 - 2023-12-31 369,847 $40,095,000 -116,582
   HSBC HOLDINGS PLC 448 - 2023-12-31 368,841 $39,986,000 -7,512
   Waldron LP 14 - 2023-12-31 339,296 $36,783,000 -7,234
   FLOW TRADERS U.S. LLC 15 - 2023-12-31 329,684 $35,741,000 -130,945
   Austin Private Wealth LLC 6 - 2024-03-31 323,276 $34,500,000 -8,830
   Full Sail Capital LLC 9 - 2023-12-31 313,184 $33,952,000 -124,711
   LAKE STREET ADVISORS GROUP LLC 16 - 2023-12-31 312,465 $33,874,000 -16,889
   THRIVENT FINANCIAL FOR LUTHERANS 316 - 2023-12-31 306,005 $33,174,000 -59,294
   SNS Financial Group LLC 8 - 2024-03-31 299,752 $32,253,000 -1,949
   COMMERCE BANK N A/MO 104 - 2023-12-31 270,611 $29,337,000 -9,412
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 179 - 2024-03-31 254,230 $27,355,000 -9,585
   Meridian Wealth Partners LLC 5 - 2023-12-31 251,796 $27,297,000 -30,468
   BAILARD BIEHL & KAISER INC 27 - 2023-12-31 248,340 $26,923,000 -118,482
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 22 - 2023-12-31 245,924 $26,661,000 -62,410
   Blue Chip Partners Inc. 12 - 2024-03-31 235,044 $25,291,000 -1,478
   Retirement Investment Advisors Inc. 8 - 2023-12-31 221,409 $24,003,000 -157,507
   MATHER GROUP, INC. 30 - 2024-03-31 218,275 $23,663,000 -13,503
   Trust Co 12 - 2024-03-31 217,908 $23,447,000 -174,458
   REGIONS FINANCIAL CORP 120 - 2024-03-31 210,662 $22,667,000 -15,049
   Wedmont Private Capital 13 - 2024-03-31 202,447 $21,640,000 -3,297
   Integrated Wealth Concepts LLC 59 - 2023-12-31 196,671 $21,321,000 -7,445
   Stratos Wealth Partners LTD. 49 - 2024-03-31 198,094 $21,315,000 -162
   Connectus Wealth LLC 58 - 2023-12-31 195,467 $21,261,000 -13,439
   KOCHIS FITZ/QUINTILE LLC 19 - 2024-03-31 196,225 $21,114,000 -6,979
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 4 - 2022-12-31 198,130 $20,907,000 -169,850
   CITIZENS FINANCIAL GROUP INC/RI 30 - 2023-12-31 189,583 $20,553,000 -2,740
   BSC PRIVATE WEALTH MANAGEMENT LLC 12 - 2023-12-31 186,555 $20,224,000 -6,900
   MANUFACTURERES LIFE INSURANCE CO 623 - 2023-12-31 179,228 $19,430,000 -13,634
   Steward Partners Investment Advisory LLC 81 - 2023-12-31 170,563 $18,491,000 -9,580
   Ally Invest Advisors Inc. 11 - 2023-12-31 165,000 $17,888,000 -2,511
   Lebenthal Global Advisors LLC 7 - 2023-12-31 164,400 $17,823,000 -70,219
   Fragasso Group Inc. 12 - 2024-03-31 165,250 $17,781,000 -11,712
   Symmetry Partner LLC 21 - 2024-03-31 161,669 $17,396,000 -254,024
   FIRST FINANCIAL BANK - TRUST DIVISION 14 - 2024-03-31 157,363 $16,932,000 -7,542
   Parkside Investments LLC 7 - 2024-03-31 149,900 $16,129,000 -1,400
   STAIRWAY PARTNERS, LLC 14 - 2024-03-31 147,809 $15,904,000 -12,370
   MULTIFINANCIAL SECURITIES CORP 100 - 2023-12-31 144,038 $15,615,000 -4,781
   Lido Advisors LLC 99 - 2023-12-31 142,411 $15,439,000 -26,439
   SigFig Wealth Management LLC 28 - 2023-12-31 141,778 $15,366,000 -75,190
   NATIXIS ASSET MANAGEMENT ADVISORS LP 493 - 2024-03-31 132,038 $14,207,000 -504,166
   AXXCESS WEALTH MANAGEMENT LLC 47 - 2023-12-31 130,602 $14,159,000 -53,837
   RMR Wealth Builders 14 - 2024-03-31 130,490 $14,041,000 -390
   Granite Bay Wealth Management LLC 69 - 2023-12-31 132,300 $13,826,000 -80
   PARSEC FINANCIAL MANAGEMENT, INC. 47 - 2023-03-31 123,620 $13,319,000 -4,500
   Liquid Strategies LLC 4 - 2023-12-31 121,739 $13,198,000 -14,456
   Private Advisor Group LLC 189 - 2023-12-31 121,703 $13,194,000 -1,562
   Fort Point Capital Partners LLC 13 - 2023-12-31 121,401 $13,161,000 -15,277
   ADVISORY SERVICES NETWORK, LLC 57 - 2023-12-31 117,954 $12,787,000 -26,132
   NICOLET ADVISORY SERVICES LLC 16 - 2023-12-31 116,678 $12,609,000 -28,240
   Kingdom Financial Group LLC. 1 - 2023-12-31 114,849 $12,451,000 -7,945
   Rinkey Investments 5 - 2023-12-31 110,784 $12,010,000 -12,993
   BUCKINGHAM ASSET MANAGEMENT, LLC 87 - 2023-12-31 110,167 $11,943,000 -33,806
   CAPRIN ASSET MANAGEMENT LLC /ADV 3 - 2022-12-31 108,111 $11,408,000 -44,064
   Baron Silver Stevens Financial Advisors LLC 15 - 2023-12-31 104,198 $11,296,000 -19,918
   WEALTHSOURCE PARTNERS LLC 23 - 2023-12-31 102,254 $11,085,000 -48,046
   SAVANT CAPITAL MANAGEMENT INC 112 - 2023-12-31 101,699 $11,025,000 -57,010
   Brooklyn FI LLC 6 - 2024-03-31 100,104 $10,771,000 -1,034
   Orin Green Financial LLC 6 - 2023-12-31 96,382 $10,449,000 -1,682
   ZEKE CAPITAL ADVISORS, LLC 27 - 2022-12-31 98,799 $10,425,000 -53,438
   BROWN WEALTH MANAGEMENT LLC 5 - 2023-12-31 93,712 $10,159,000 -1,555
   FOUNDERS FINANCIAL SECURITIES LLC 23 - 2024-03-31 93,903 $10,104,000 -2,449
   GERMAN AMERICAN BANCORP INC. 16 - 2023-12-31 91,284 $9,896,000 -1,143
   GIRARD PARTNERS LTD. 25 - 2023-12-31 90,643 $9,827,000 -5,345
   GREEN SQUARE CAPITAL MANAGEMENT LLC 9 - 2023-12-31 89,734 $9,728,000 -43,777
   OPUS CAPITAL GROUP LLC 21 - 2024-03-31 88,990 $9,575,000 -1,266
   Harbor Group Inc. 13 - 2024-03-31 87,896 $9,458,000 -22
   WADE G W & INC 76 - 2023-12-31 85,886 $9,311,000 -75,002
   Resonant Capital Advisors LLC 28 - 2023-12-31 82,901 $8,987,000 -16,308
   Kowal Investment Group LLC 8 - 2024-03-31 82,157 $8,840,000 -2,191
  100 Records found
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