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 1,677 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 $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
28,842,668
shares
|
$3 Billion
0.25% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,466,369
shares
|
$2.02 Billion
0.69% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,408,702
shares
|
$1.91 Billion
4.6% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
13,444,444
shares
|
$1.4 Billion
0.68% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,121,147
shares
|
$1.36 Billion
1.31% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,067,934
shares
|
$1.05 Billion
0.25% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
9,936,130
shares
|
$1.03 Billion
0.43% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,522,657
shares
|
$989 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
9,199,988
shares
|
$955 Million
0.19% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,855,124
shares
|
$920 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
7,588,089
shares
|
$788 Million
0.66% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,158,356
shares
|
$743 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
6,801,267
shares
|
$706 Million
1.67% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
6,712,402
shares
|
$697 Million
2.03% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,235,796
shares
|
$648 Million
0.29% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
5,534,121
shares
|
$575 Million
0.78% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,464,250
shares
|
$567 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
5,074,273
shares
|
$527 Million
1.67% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,321,504
shares
|
$449 Million
1.92% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,390,855
shares
|
$352 Million
9.84% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
3,196,600
shares
|
$332 Million
0.34% of portfolio
|
Q1 2025
Added 135.6%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$325 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,110,944
shares
|
$323 Million
0.46% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
3,017,964
shares
|
$313 Million
9.55% of portfolio
|
Q1 2025
Added 91.21%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,756,451
shares
|
$286 Million
0.8% of portfolio
|
Q1 2025
Added 6.22%
|