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 1,451 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $30 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
23,207,142
shares
|
$2.47 Billion
0.24% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
17,005,634
shares
|
$1.81 Billion
0.7% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
13,425,077
shares
|
$1.43 Billion
3.89% of portfolio
|
Q1 2024
Added 37.51%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
11,867,817
shares
|
$1.27 Billion
1.42% of portfolio
|
Q1 2024
Added 11.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
9,818,182
shares
|
$1.05 Billion
0.1% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
9,155,012
shares
|
$976 Million
3.45% of portfolio
|
Q1 2024
Reduced 4.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
8,762,791
shares
|
$934 Million
0.23% of portfolio
|
Q1 2024
Added 9.83%
|
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
8,618,722
shares
|
$919 Million
1.27% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
7,264,339
shares
|
$774 Million
1.09% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6,906,497
shares
|
$736 Million
0.06% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
6,531,353
shares
|
$696 Million
0.72% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
6,414,689
shares
|
$684 Million
0.38% of portfolio
|
Q1 2024
Added 10.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
6,285,456
shares
|
$670 Million
0.47% of portfolio
|
Q1 2024
Added 0.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
5,263,772
shares
|
$561 Million
2.24% of portfolio
|
Q1 2024
Reduced 10.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
5,220,682
shares
|
$557 Million
1.6% of portfolio
|
Q1 2024
Added 16.6%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
4,383,882
shares
|
$467 Million
0.22% of portfolio
|
Q1 2024
Added 8.34%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
4,269,120
shares
|
$455 Million
1.41% of portfolio
|
Q1 2024
Added 6.8%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
3,768,347
shares
|
$402 Million
11.51% of portfolio
|
Q1 2024
Reduced 1.54%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
3,681,559
shares
|
$392 Million
0.59% of portfolio
|
Q1 2024
Added 16.04%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$333 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
2,873,012
shares
|
$306 Million
4.98% of portfolio
|
Q1 2024
Reduced 18.77%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
2,777,111
shares
|
$296 Million
0.41% of portfolio
|
Q1 2024
Reduced 46.08%
|
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
2,765,210
shares
|
$295 Million
4.03% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
2,731,200
shares
|
$291 Million
0.26% of portfolio
|
Q1 2024
Added 110.45%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,675,632
shares
|
$285 Million
0.07% of portfolio
|
Q1 2024
Reduced 4.97%
|
|