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 1,656 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 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
|
$3.2 Billion
0.28% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
20,358,585
shares
|
$2.11 Billion
0.72% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,258,259
shares
|
$1.89 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
|
$1.39 Billion
0.68% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,224,764
shares
|
$1.37 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
|
$1.1 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
|
$1.05 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
|
$997 Million
0.43% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,061,368
shares
|
$938 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
|
$869 Million
0.17% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
7,576,579
shares
|
$784 Million
2.37% of portfolio
|
Q4 2024
Added 632335.62%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,338,394
shares
|
$759 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,037,519
shares
|
$728 Million
0.64% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,435,481
shares
|
$666 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
|
$595 Million
0.25% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,573,438
shares
|
$577 Million
0.79% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
5,523,128
shares
|
$572 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
|
$505 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
|
$447 Million
1.92% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,390,855
shares
|
$351 Million
9.84% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$323 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,931,626
shares
|
$303 Million
0.46% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
2,780,596
shares
|
$288 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,724,033
shares
|
$282 Million
4.86% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,628,062
shares
|
$272 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.57%
|