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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
   CYPRESS CAPITAL MANAGEMENT LLC 4 *Closed 2022-12-31 0 $0 -7,475
   SageView Advisory Group LLC 613 *Closed 2023-12-31 0 $0 -146,372
   Financial Guidance Group Inc. *Closed 2023-12-31 0 $0 -72,029
   All Season Financial Advisors Inc. 103 *Closed 2024-03-31 0 $0 -1,859
   Wiser Wealth Management Inc 32 *Closed 2024-03-31 0 $0 -13,841
   3D/L Capital Management LLC 20 *Closed 2023-12-31 0 $0 -5,078
   Advisor OS LLC 348 *Closed 2023-12-31 0 $0 -8,493
   TRUSTCORE FINANCIAL SERVICES LLC 1006 *Closed 2022-12-31 0 $0 -26
   RiverGlades Family Offices LLC 77 *Closed 2023-12-31 0 $0 -4,005
   CAPE COD FIVE CENTS SAVINGS BANK 185 *Closed 2023-12-31 0 $0 -3,874
   Capital Financial Planning LLC 88 *Closed 2023-09-30 0 $0 -2,679
   CAPITAL CITY TRUST CO/FL 121 *Closed 2023-12-31 0 $0 -3,500
   Sandy Cove Advisors LLC 122 *Closed 2024-03-31 0 $0 -16,817
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -39,030
   UNITED SERVICES AUTOMOBILE ASSOCIATION 445 *Closed 2023-12-31 0 $0 -15,505
   VERITABLE LP 171 *Closed 2023-09-30 0 $0 -40,241
   FIRST INTERSTATE BANK 160 *Closed 2023-12-31 0 $0 -3,404
   Sollinda Capital Management LLC 73 *Closed 2024-03-31 0 $0 -2,332
   Proficio Capital Partners LLC 307 *Closed 2023-12-31 0 $0 -4,024
   Legacy Financial Advisors Inc. 299 *Closed 2023-12-31 0 $0 -16,459
   Stonebridge Capital Advisors LLC 411 *Closed 2023-12-31 0 $0 -260
   ARLINGTON PARTNERS LLC 135 *Closed 2024-03-31 0 $0 -148,348
   GTS SECURITIES LLC 1523 *Closed 2023-12-31 0 $0 -10,000
   Your Advocates Ltd. LLP 221 *Closed 2023-12-31 0 $0 -18
   DiMeo Schneider & Associates L.L.C. 117 *Closed 2023-12-31 0 $0 -7,526
   Canal Capital Management LLC 152 *Closed 2024-03-31 0 $0 -3,731
   AMERICAN NATIONAL BANK 515 *Closed 2024-03-31 0 $0 -493
   Newbridge Financial Services Group Inc. 1169 *Closed 2024-03-31 0 $0 -800
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 58 *Closed 2023-12-31 0 $0 -55,500
   HAVERFORD TRUST CO 371 *Closed 2023-12-31 0 $0 -3,052
   MARQUETTE ASSET MANAGEMENT INC. 199 *Closed 2023-12-31 0 $0 -844
   Blume Capital Management Inc. 309 *Closed 2023-12-31 0 $0 -1,980
   Gateway Wealth Partners LLC 248 *Closed 2023-12-31 0 $0 -2,983
   Van Hulzen Asset Management LLC 310 *Closed 2023-12-31 0 $0 -2,280
   LMR Partners LLP 656 *Closed 2023-12-31 0 $0 -350,000
   Sunesis Advisors LLC 77 *Closed 2023-12-31 0 $0 -17,257
   CENTAURUS FINANCIAL INC. 787 *Closed 2023-12-31 0 $0 -1,358
   SIMPLEX TRADING LLC 2852 *Closed 2024-03-31 0 $0 -3,897
   BAKER TILLY FINANCIAL LLC 477 *Closed 2023-12-31 0 $0 -3,711
   QP WEALTH MANAGEMENT LLC 75 *Closed 2023-09-30 0 $0 -1,945
   Foster Victor Wealth Advisors LLC 177 *Closed 2024-03-31 0 $0 -1,992
   SILVER OAK SECURITIES Inc 508 *Closed 2023-12-31 0 $0 -989
   Coppell Advisory Solutions Corp. 982 *Closed 2023-03-31 0 $0 -4
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1284 *Closed 2023-12-31 0 $0 -603
   Axiom Investment Management LLC 243 *Closed 2022-12-31 0 $0 -7,094
   DONALDSON CAPITAL MANAGEMENT LLC 210 *Closed 2024-03-31 0 $0 -1,947
   L.M. KOHN & COMPANY 275 *Closed 2024-03-31 0 $0 -1,850
   Morris Retirement Advisors LLC 128 *Closed 2023-12-31 0 $0 -3,520
   SCBT FINANCIAL CORP 651 *Closed 2023-12-31 0 $0 -104
   GOFEN & GLOSSBERG LLC /IL/ 548 *Closed 2022-12-31 0 $0 -1,988
   Client First Capital LLC 17 *Closed 2024-03-31 0 $0 -3,169
   Investment Advisory Group LLC 148 *Closed 2023-12-31 0 $0 -2,033
   QUANTITATIVE ADVANTAGE LLC 121 *Closed 2023-03-31 0 $0 -13,506
   ELEQUIN CAPITAL LP 431 *Closed 2023-12-31 0 $0 -501
   INTL FCSTONE INC. 282 *Closed 2023-12-31 0 $0 -10,564
   Main Management LLC 145 *Closed 2023-12-31 0 $0 -735
   Authentikos Wealth Advisory LLC 361 *Closed 2023-12-31 0 $0 -25
   GUGGENHEIM CAPITAL LLC 1924 *Closed 2023-12-31 0 $0 -4,170
   Versant Capital Management Inc 1900 *Closed 2024-03-31 0 $0 -1,586
   FIRST NATIONAL BANK OF OMAHA 309 *Closed 2023-12-31 0 $0 -5,939
   RIVERFRONT INVESTMENT GROUP, LLC 115 *Closed 2023-12-31 0 $0 -7,298
   GSG Advisors LLC 114 *Closed 2024-03-31 0 $0 -13,570
   MERRIMAN WEALTH MANAGEMENT, LLC 193 *Closed 2023-12-31 0 $0 -4,772
   Arjuna Capital 103 *Closed 2023-12-31 0 $0 -1,935
   SABAL TRUST CO *Closed 2023-12-31 0 $0 -3,210
   Great Diamond Partners LLC 235 *Closed 2023-12-31 0 $0 -3,300
   Kensington Investment Counsel LLC 99 *Closed 2023-12-31 0 $0 -4,498
   NEPC LLC 41 *Closed 2023-12-31 0 $0 -2,472
   PEOPLES BANK NATIONAL ASSOCIATION *Closed 2023-12-31 0 $0 -4,960
   Financial Perspectives Inc 679 *Closed 2024-03-31 0 $0 -2
   VILLERE ST DENIS J & CO LLC 85 *Closed 2024-03-31 0 $0 -6,960
   S.C. Financial Services Inc. 131 *Closed 2022-12-31 0 $0 -5,513
   TRUST CO OF TOLEDO NA /OH/ 230 *Closed 2024-03-31 0 $0 -3,394
   V Wealth ManagementLLC 350 *Closed 2023-09-30 0 $0 -3,534
   KANAWHA CAPITAL MANAGEMENT LLC 210 *Closed 2023-12-31 0 $0 -2,727
   Revisor Wealth Management LLC 203 *Closed 2024-03-31 0 $0 -4,730
   Williams Financial LLC 40 *Closed 2024-03-31 0 $0 -170,834
   BRYN MAWR TRUST CO/PA 354 *Closed 2023-09-30 0 $0 -2,450
   Wealth CMT 25 *Closed 2023-06-30 0 $0 -75,307
   CALLAN CAPITAL, LLC 250 *Closed 2023-12-31 0 $0 -2,635
   GRIMES & COMPANY INC 353 *Closed 2024-03-31 0 $0 -2,338
   NVWM LLC 454 *Closed 2023-12-31 0 $0 -25
   VanderPol Investments L.L.C. 49 *Closed 2024-03-31 0 $0 -2,936
   Howard Capital Management Inc. 74 *Closed 2023-12-31 0 $0 -5,498
   HRT FINANCIAL LLC 2993 *Closed 2023-12-31 0 $0 -9,957
   Three Bridge Wealth Advisors LLC 98 *Closed 2023-12-31 0 $0 -2,225
   SALEM INVESTMENT COUNSELORS INC 1198 *Closed 2024-03-31 0 $0 -3,540
   Fi3 FINANCIAL ADVISORS LLC 78 *Closed 2023-12-31 0 $0 -4,635
   NBT BANK N A /NY 611 *Closed 2024-03-31 0 $0 -591
   IRONWOOD INVESTMENT COUNSEL LLC 261 *Closed 2023-12-31 0 $0 -3,009
   Ariston Services Group 60 *Closed 2024-03-31 0 $0 -38,114
   Processus Wealth & Capital Management LLC 45 *Closed 2024-03-31 0 $0 -53,383
   WELCH & FORBES LLC 373 *Closed 2023-12-31 0 $0 -3,057
   ASSOCIATED BANC-CORP 311 *Closed 2023-12-31 0 $0 -1,962
   MATRIX PRIVATE CAPITAL GROUP LLC 175 *Closed 2023-12-31 0 $0 -7,366
   Sugarloaf Wealth Management LLC 715 *Closed 2024-03-31 0 $0 -250
   Legacy Capital Group California Inc. 280 *Closed 2023-12-31 0 $0 -1,976
  97 Records found
  1    
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