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 1,648 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| 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
|
$3.31 Billion
0.28% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
20,358,585
shares
|
$2.18 Billion
0.72% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,258,259
shares
|
$1.96 Billion
4.68% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,224,764
shares
|
$1.42 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
|
$1.14 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
|
$1.08 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
|
$1.03 Billion
0.43% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,061,368
shares
|
$970 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
|
$899 Million
0.17% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,338,394
shares
|
$786 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,037,519
shares
|
$754 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
|
$746 Million
4.05% of portfolio
|
Q4 2024
Added 6306.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,435,481
shares
|
$689 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
|
$615 Million
0.25% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,573,438
shares
|
$597 Million
0.79% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
5,523,128
shares
|
$591 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
|
$523 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
|
$517 Million
1.85% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,366,629
shares
|
$360 Million
9.71% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$335 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,931,626
shares
|
$314 Million
0.46% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
2,780,596
shares
|
$298 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
2,639,378
shares
|
$283 Million
4.38% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,628,062
shares
|
$281 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,595,159
shares
|
$278 Million
0.76% of portfolio
|
Q4 2024
Added 5.94%
|