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 1,507 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 $32.7 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
|
$2.75 Billion
0.23% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,219,598
shares
|
$2.07 Billion
0.69% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,886,596
shares
|
$1.82 Billion
4.41% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,627,580
shares
|
$1.36 Billion
1.36% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
9,740,431
shares
|
$1.05 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
|
$1.04 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
|
$968 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
|
$888 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,822,585
shares
|
$841 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
|
$816 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
|
$792 Million
0.51% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,855,514
shares
|
$737 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
|
$693 Million
1.53% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,312,287
shares
|
$679 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
|
$570 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
|
$567 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
|
$534 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
4,830,722
shares
|
$520 Million
0.7% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,672,755
shares
|
$395 Million
10.36% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,125,458
shares
|
$336 Million
1.21% of portfolio
|
Q2 2023
Added 11.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,861,041
shares
|
$308 Million
0.47% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,793,875
shares
|
$300 Million
3.82% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,753,810
shares
|
$296 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,665,256
shares
|
$287 Million
4.43% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,449,651
shares
|
$263 Million
0.76% of portfolio
|
Q3 2024
Added 4.12%
|