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 1,586 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
25,583,647
shares
|
$2.73 Billion
0.23% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,219,598
shares
|
$2.05 Billion
0.69% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,886,596
shares
|
$1.8 Billion
4.41% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,627,580
shares
|
$1.35 Billion
1.36% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
9,698,212
shares
|
$1.03 Billion
0.09% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,998,054
shares
|
$960 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,397,818
shares
|
$896 Million
0.17% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,822,585
shares
|
$835 Million
0.06% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,582,923
shares
|
$809 Million
0.38% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,338,394
shares
|
$783 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,442,036
shares
|
$687 Million
1.53% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,312,287
shares
|
$674 Million
0.61% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,745,654
shares
|
$613 Million
0.25% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,573,438
shares
|
$595 Million
0.79% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,302,500
shares
|
$566 Million
2.06% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,969,419
shares
|
$530 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
4,830,722
shares
|
$515 Million
0.7% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
3,676,931
shares
|
$392 Million
2.89% of portfolio
|
Q4 2024
Added 10274.79%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,366,629
shares
|
$359 Million
9.71% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$334 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,861,041
shares
|
$305 Million
0.47% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,793,875
shares
|
$298 Million
3.82% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,753,810
shares
|
$294 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
2,639,378
shares
|
$282 Million
4.38% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,595,159
shares
|
$277 Million
0.76% of portfolio
|
Q4 2024
Added 5.94%
|