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 1,665 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 |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
30,881,189
shares
|
$3.23 Billion
0.28% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,466,369
shares
|
$2.04 Billion
0.69% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,258,259
shares
|
$1.91 Billion
4.68% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
13,444,444
shares
|
$1.41 Billion
0.68% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,224,764
shares
|
$1.39 Billion
1.37% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
10,606,146
shares
|
$1.11 Billion
0.26% of portfolio
|
Q4 2024
Added 17.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,105,962
shares
|
$1.06 Billion
0.09% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,636,610
shares
|
$1.01 Billion
0.43% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,061,368
shares
|
$949 Million
0.07% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,397,818
shares
|
$880 Million
0.17% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,338,394
shares
|
$769 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,037,519
shares
|
$737 Million
0.64% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
6,712,402
shares
|
$703 Million
2.03% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,435,481
shares
|
$674 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,745,654
shares
|
$602 Million
0.25% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,573,438
shares
|
$584 Million
0.79% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
5,523,128
shares
|
$578 Million
0.78% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,882,675
shares
|
$511 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,321,504
shares
|
$453 Million
1.92% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,390,855
shares
|
$355 Million
9.84% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$327 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,931,626
shares
|
$307 Million
0.46% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
2,780,596
shares
|
$291 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,756,451
shares
|
$289 Million
0.8% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,724,033
shares
|
$285 Million
4.86% of portfolio
|
Q1 2025
Added 3.21%
|