iShares National Muni Bond EMUBETF
13F holders, Q1 2024 (March 31)1,370holders
6famous investors
$107.58avg. 13F price*
At the end of Q1 2024, 1,370 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings. The largest holders were Bank of America Corp. ($2.5B), FMR LLC ($2.0B) and Envestnet Asset Management Inc. ($1.8B). 6 famous investors held it, including George Soros (1.0% of Soros Fund Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.2% of Fisher Asset Management's portfolio).
- Company
- iShares National Muni Bond E
- CUSIP
- 464288414
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $93.2M |
| Exits | 96 | $486.8M |
Ownership 1,370 holders
| Bank of America Corp. | 0.25% | Reduce -3.8% | 23,207,142 | $2.5B |
| FMR LLC | 0.13% | Reduce -3.0% | 18,317,175 | $2.0B |
| Envestnet Asset Management Inc. | 0.68% | Add +4.4% | 17,005,634 | $1.8B |
| Betterment LLC | 3.88% | Add +37.5% | 13,425,077 | $1.4B |
| Creative Planning | 1.42% | Add +11.2% | 11,867,817 | $1.3B |
| Bank of New York Mellon Corp | 0.21% | Reduce -5.8% | 10,245,552 | $1.1B |
| JPMorgan Chase & Co. | 0.09% | Reduce -9.2% | 9,818,182 | $1.1B |
| Wealthfront Advisers LLC | 3.45% | Reduce -4.7% | 9,155,012 | $985.1M |
| Wells Fargo & Company | 0.25% | Add +9.8% | 8,762,791 | $942.9M |
| Charles Schwab Investment Advisory, Inc. | 1.27% | Reduce -4.0% | 8,618,722 | $927.4M |
| US Bancorp \de | 1.09% | Add +2.6% | 7,264,339 | $781.6M |
| Morgan Stanley | 0.06% | Reduce -6.8% | 6,906,497 | $743.1M |
| Northwestern Mutual Wealth Management Co. | 0.72% | Add +4.9% | 6,531,353 | $702.8M |
| LPL Financial LLC | 0.37% | Add +10.3% | 6,414,689 | $690.2M |
| PNC Financial Services Group, Inc. | 0.47% | Add +0.9% | 6,285,456 | $676.3M |
| Envestnet Portfolio Solutions, Inc. | 2.13% | Reduce -11.0% | 5,263,772 | $566.4M |
| Mercer Global Advisors Inc. | 1.60% | Add +16.6% | 5,220,682 | $563.3M |
| Fisher Asset Management | 0.22% | Add +8.3% | 4,383,882 | $471.7M |
| Tiaa Trust, National Association | 1.41% | Add +6.8% | 4,269,120 | $459.4M |
| Orgel Wealth Management, LLC | 11.12% | Reduce -1.5% | 3,768,347 | $405.5M |
| Sei Investments Co. | 0.58% | Add +16.0% | 3,681,559 | $396.1M |
| First Citizens Bank & Trust Co. | 5.92% | Reduce -18.8% | 2,873,012 | $309.1M |
| Jane Street Group, LLC | 0.39% | Reduce -46.1% | 2,777,111 | $298.8M |
| Rwa Wealth Partners, LLC | 4.00% | Add +1.3% | 2,765,210 | $297.5M |
| D. E. Shaw & Co. | 0.41% | Add +110.5% | 2,731,200 | $293.9M |
| UBS Group AG | 0.10% | Reduce -5.0% | 2,675,632 | $287.9M |
| Commonwealth Equity Services, LLC | 0.44% | Add +2.1% | 2,479,435 | $266.8M |
| Assetmark, Inc. | 0.75% | Add +6.0% | 2,151,643 | $231.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -32.2% | 1,845,644 | $198.6M |
| Mariner, LLC | 0.34% | Add +11.8% | 1,541,425 | $165.9M |
| MML Investors Services, LLC | 0.67% | Add +1.1% | 1,517,278 | $163.3M |
| Cetera Investment Advisers | 0.38% | Add +125.7% | 1,494,691 | $160.8M |
| HighTower Advisors, LLC | 0.25% | Add +5.9% | 1,438,026 | $154.7M |
| Choate Investment Advisors | 4.14% | Add +16.4% | 1,429,324 | $153.8M |
| Ameriprise Financial Inc. | 0.04% | Add +1.3% | 1,375,679 | $148.3M |
| Signaturefd, LLC | 3.10% | Add +1.5% | 1,362,543 | $146.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.74% | Add +2.6% | 1,119,661 | $120.5M |
| Sequoia Financial Advisors, LLC | 1.42% | Add +2.0% | 1,061,034 | $114.2M |
| Truist Financial Corp. | 0.17% | Reduce -8.1% | 1,016,771 | $109.4M |
| Jones Financial Companies LLLP | 0.14% | Add +1.4% | 981,431 | $105.6M |
| Avantax Advisory Services, Inc. | 0.92% | Add +13.0% | 966,004 | $103.9M |
| Oxford Financial Group, LTD. LLC | 7.14% | Reduce -1.8% | 956,554 | $102.9M |
| EP Wealth Advisors, LLC | 1.20% | Reduce -9.1% | 951,324 | $102.4M |
| Park Avenue Securities LLC | 1.32% | Add +1.9% | 951,272 | $102.4M |
| One Capital Management, LLC | 3.60% | Add +14.6% | 921,877 | $99.2M |
| Royal Bank of Canada | 0.02% | Reduce -22.9% | 893,979 | $96.2M |
| Captrust Financial Advisors | 0.35% | Add +28.9% | 889,970 | $95.8M |
| Ellevest, Inc. | 5.89% | Add +5.1% | 881,732 | $94.9M |
| Citigroup Inc. | 0.10% | Reduce -10.2% | 870,527 | $93.7M |
| Corient Private Wealth LP | 0.15% | Reduce -2.0% | 806,521 | $86.8M |
| Osaic Holdings, Inc. | 0.19% | Reduce -45.5% | 796,289 | $85.7M |
| BNP Paribas Financial Markets | 0.10% | Add +443.0% | 772,835 | $83.2M |
| Cerity Partners LLC | 0.22% | Add +6.8% | 759,289 | $81.7M |
| OneDigital Investment Advisors LLC | 1.19% | Add +26.2% | 701,546 | $75.5M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -7.0% | 667,742 | $71.8M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +12.7% | 651,629 | $70.1M |
| Crestwood Advisors Group, LLC | 1.51% | Add +2.9% | 642,061 | $69.1M |
| Arkos Global Advisors | 11.51% | Add +1.0% | 641,709 | $69.0M |
| United Capital Financial Advisors, LLC | 0.55% | Reduce -2.5% | 617,697 | $66.5M |
| State of Wisconsin Investment Board | 0.17% | Add +8.9% | 607,800 | $65.4M |
| Stifel Financial Corp. | 0.07% | Add +7.8% | 591,325 | $63.6M |
| Prime Capital Investment Advisors, LLC | 0.88% | Add +2.5% | 585,608 | $63.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.58% | Add +7.3% | 576,311 | $62.0M |
| Wealthspire Advisors, LLC | 0.81% | Reduce -4.7% | 565,103 | $60.8M |
| Beacon Pointe Advisors, LLC | 0.67% | Add +1.3% | 562,904 | $60.6M |
| Orion Porfolio Solutions, LLC | 0.64% | Add +1.5% | 552,663 | $59.5M |
| Orion Portfolio Solutions, LLC | 0.64% | Add +1.5% | 552,663 | $59.5M |
| Prudential Financial Inc. | 0.08% | Reduce -7.8% | 548,065 | $59.0M |
| Financial Engines Advisors L.L.C. | 0.13% | Add +7.9% | 542,675 | $58.4M |
| Bank of Montreal | 0.02% | Reduce -16.9% | 538,164 | $57.9M |
| Coldstream Capital Management Inc. | 1.46% | Reduce -7.5% | 533,635 | $57.4M |
| Meeder Advisory Services, Inc. | 5.69% | Add +5.5% | 520,003 | $56.0M |
| Bessemer Group Inc. | 0.10% | Reduce -36.3% | 503,565 | $54.2M |
| Pathstone Holdings, LLC | 0.25% | Reduce -1.1% | 498,991 | $53.7M |
| Cwm, LLC | 0.24% | Add +38.3% | 455,562 | $49.0M |
| Raymond James & Associates | 0.03% | Reduce -4.2% | 439,348 | $47.3M |
| Forum Financial Management, LP | 0.81% | Add +12.4% | 438,809 | $47.2M |
| JFS Wealth Advisors, LLC | 3.71% | Add +1.2% | 434,400 | $46.7M |
| Plante Moran Financial Advisors, LLC | 4.91% | Reduce -12.4% | 424,799 | $45.7M |
| Foster Group, Inc. | 2.20% | Reduce -54.5% | 411,392 | $44.3M |
| Sofi Wealth, LLC | 4.03% | Add +6.8% | 402,407 | $43.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.2% | 397,211 | $42.7M |
| Wealthcare Advisory Partners LLC | 1.39% | Add +13.3% | 393,903 | $42.4M |
| Rockefeller Capital Management L.P. | 0.12% | Add +3.6% | 383,025 | $41.2M |
| HSBC Holdings PLC | 0.03% | Add +2.7% | 378,940 | $40.8M |
| Comerica Bank | 0.16% | Reduce -1.3% | 354,091 | $38.1M |
| Focus Partners Wealth | 0.31% | Reduce -7.2% | 349,757 | $37.6M |
| Waldron Private Wealth LLC | 1.65% | Add +0.0% | 339,351 | $36.5M |
| Johnson Financial Group, Inc. | 1.96% | Reduce -2.5% | 338,398 | $36.4M |
| Centiva Capital, LP | 2.19% | Reduce -80.2% | 332,500 | $35.8M |
| Austin Private Wealth, LLC | 3.97% | Reduce -2.7% | 323,276 | $34.5M |
| Mosaic Advisors LLC | 28.08% | Add +0.3% | 319,533 | $34.4M |
| Full Sail Capital, LLC | 2.35% | Add +0.1% | 313,455 | $33.7M |
| Avantax Planning Partners, Inc. | 1.09% | Add +27.4% | 313,386 | $33.7M |
| Lake Street Advisors Group, LLC | 1.58% | Add +0.0% | 313,118 | $33.7M |
| Thrivent Financial for Lutherans | 0.07% | Add +1.6% | 310,941 | $33.5M |
| M&T Bank Corp | 0.11% | Reduce -42.9% | 303,746 | $32.7M |
| BlackRock Inc. | 0.00% | Reduce -88.1% | 300,924 | $32.4M |
| Bluespring Wealth Management, LLC | 3.54% | Reduce -0.7% | 299,752 | $32.3M |
| Facet Wealth, Inc. | 1.09% | Add +46.8% | 301,306 | $32.2M |
"% of holder's portfolio" is MUB's weight in each manager's 13F, not the share of iShares National Muni Bond E the manager owns.