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 1,612 institutions that hold shares in the stock, with a total of 311 Million shares, which have been reported (via 13F filing form) to have a value of $33 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
|
$2.72 Billion
0.23% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,219,598
shares
|
$2.04 Billion
0.69% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,886,596
shares
|
$1.79 Billion
4.41% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,627,580
shares
|
$1.34 Billion
1.36% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,105,962
shares
|
$1.07 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
|
$1.02 Billion
0.43% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,998,054
shares
|
$955 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
|
$891 Million
0.17% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,822,585
shares
|
$830 Million
0.06% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,338,394
shares
|
$779 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,037,519
shares
|
$747 Million
0.64% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
6,966,465
shares
|
$739 Million
4.05% of portfolio
|
Q4 2024
Added 6306.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,442,036
shares
|
$684 Million
1.53% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,745,654
shares
|
$610 Million
0.25% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,573,438
shares
|
$592 Million
0.79% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
5,523,128
shares
|
$586 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
|
$518 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,832,344
shares
|
$513 Million
1.85% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,366,629
shares
|
$357 Million
9.71% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$332 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,931,626
shares
|
$311 Million
0.46% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
2,780,596
shares
|
$295 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,753,810
shares
|
$292 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
2,639,378
shares
|
$280 Million
4.38% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,595,159
shares
|
$275 Million
0.76% of portfolio
|
Q4 2024
Added 5.94%
|