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 1,509 institutions that hold shares in the stock, with a total of 304 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
|
$2.78 Billion
0.23% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,219,598
shares
|
$2.09 Billion
0.69% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,886,596
shares
|
$1.83 Billion
4.41% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,627,580
shares
|
$1.37 Billion
1.36% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
9,740,431
shares
|
$1.06 Billion
3.29% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
9,698,212
shares
|
$1.05 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
|
$977 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
8,257,563
shares
|
$896 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,822,585
shares
|
$849 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
|
$823 Million
0.38% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,366,762
shares
|
$800 Million
0.51% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,855,514
shares
|
$744 Million
0.96% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,442,036
shares
|
$699 Million
1.53% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,312,287
shares
|
$685 Million
0.61% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,302,500
shares
|
$576 Million
2.06% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
5,274,915
shares
|
$573 Million
0.24% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,969,419
shares
|
$539 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
4,830,722
shares
|
$524 Million
0.7% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,672,755
shares
|
$399 Million
10.36% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$339 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,861,041
shares
|
$311 Million
0.47% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,793,875
shares
|
$303 Million
3.82% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,753,810
shares
|
$299 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,665,256
shares
|
$289 Million
4.43% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,449,651
shares
|
$266 Million
0.76% of portfolio
|
Q3 2024
Added 4.12%
|