iShares National Muni Bond EMUBETF
13F holders, Q3 2024 (September 30)1,398holders +51
98new positions
58sold out
7famous investors
$108.78avg. 13F price*
At the end of Q3 2024, 1,398 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 51 from Q2 2024. 98 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($2.8B), Envestnet Asset Management Inc. ($2.1B) and Betterment LLC ($1.8B). 7 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares National Muni Bond E
- CUSIP
- 464288414
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $268.7M |
| Exits | 58 | $87.5M |
All 13F filers, Q2 2024 → Q3 2024: 22,902,133 shares bought and 9,040,797 shares sold, net +13,861,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,398 holders
| Bank of America Corp. | 0.24% | Add +8.4% | 25,583,647 | $2.8B |
| Envestnet Asset Management Inc. | 0.67% | Add +3.8% | 19,219,598 | $2.1B |
| Betterment LLC | 4.38% | Add +7.1% | 16,886,596 | $1.8B |
| FMR LLC | 0.09% | Reduce -13.3% | 14,213,125 | $1.5B |
| Creative Planning | 1.36% | Add +6.1% | 12,627,580 | $1.4B |
| Wealthfront Advisers LLC | 3.25% | Add +4.7% | 9,740,431 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Add +3.0% | 9,698,212 | $1.1B |
| Bank of New York Mellon Corp | 0.19% | Reduce -3.7% | 9,313,573 | $1.0B |
| Wells Fargo & Company | 0.24% | Reduce -0.6% | 8,998,054 | $977.5M |
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -4.1% | 8,257,563 | $897.0M |
| Morgan Stanley | 0.06% | Add +18.4% | 7,822,585 | $849.8M |
| LPL Financial LLC | 0.37% | Add +8.4% | 7,582,923 | $823.7M |
| PNC Financial Services Group, Inc. | 0.51% | Add +0.9% | 7,366,762 | $800.3M |
| US Bancorp \de | 0.96% | Add +37.2% | 6,855,514 | $744.7M |
| Mercer Global Advisors Inc. | 1.64% | Add +5.9% | 6,442,036 | $700.2M |
| Northwestern Mutual Wealth Management Co. | 0.61% | Add +3.5% | 6,312,287 | $685.7M |
| Envestnet Portfolio Solutions, Inc. | 1.87% | Add +17.1% | 5,302,500 | $576.0M |
| Fisher Asset Management | 0.23% | Add +11.5% | 5,274,915 | $573.0M |
| Tiaa Trust, National Association | 1.61% | Reduce -2.6% | 4,969,419 | $539.8M |
| Sei Investments Co. | 0.68% | Add +14.7% | 4,830,722 | $524.8M |
| Orgel Wealth Management, LLC | 9.99% | Add +2.2% | 3,672,755 | $399.0M |
| Commonwealth Equity Services, LLC | 0.47% | Add +5.1% | 2,861,041 | $310.8M |
| Rwa Wealth Partners, LLC | 3.79% | Add +0.5% | 2,793,875 | $303.5M |
| UBS Group AG | 0.08% | Reduce -1.0% | 2,753,810 | $299.1M |
| First Citizens Bank & Trust Co. | 6.36% | Add +9.1% | 2,665,256 | $289.5M |
| Assetmark, Inc. | 0.76% | Add +4.1% | 2,449,651 | $266.1M |
| Royal Bank of Canada | 0.05% | Reduce -19.9% | 1,987,803 | $215.9M |
| Mariner, LLC | 0.33% | Add +2.3% | 1,705,736 | $185.3M |
| HighTower Advisors, LLC | 0.27% | Add +13.0% | 1,677,413 | $182.2M |
| MML Investors Services, LLC | 0.60% | Add +5.6% | 1,505,729 | $163.6M |
| Cetera Investment Advisers | 0.36% | Add +5.9% | 1,494,392 | $162.3M |
| Facet Wealth, Inc. | 4.45% | Add +241.7% | 1,463,802 | $156.3M |
| Ameriprise Financial Inc. | 0.04% | Add +0.7% | 1,394,143 | $151.1M |
| Choate Investment Advisors | 3.83% | Add +17.5% | 1,382,615 | $150.2M |
| Signaturefd, LLC | 2.81% | Reduce -3.2% | 1,354,731 | $147.2M |
| One Capital Management, LLC | 4.29% | Add +13.8% | 1,239,116 | $134.6M |
| Jones Financial Companies LLLP | 0.13% | Add +14.9% | 1,208,041 | $131.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -17.0% | 1,196,239 | $129.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.77% | Reduce -0.8% | 1,108,066 | $120.4M |
| Captrust Financial Advisors | 0.34% | Add +14.3% | 1,048,318 | $113.9M |
| Sequoia Financial Advisors, LLC | 1.19% | Add +1.3% | 1,023,495 | $111.2M |
| Avantax Advisory Services, Inc. | 0.70% | Add +5.2% | 978,866 | $106.3M |
| Oxford Financial Group, LTD. LLC | 6.66% | Reduce -0.9% | 967,578 | $105.1M |
| Park Avenue Securities LLC | 1.16% | Reduce -2.5% | 948,428 | $103.0M |
| Ellevest, Inc. | 5.68% | Add +2.5% | 944,231 | $102.6M |
| EP Wealth Advisors, LLC | 0.88% | Add +3.5% | 940,337 | $102.1M |
| Truist Financial Corp. | 0.15% | Reduce -2.4% | 896,287 | $97.4M |
| Balentine LLC | 3.79% | Add +373.8% | 885,803 | $96.2M |
| Citigroup Inc. | 0.09% | Reduce -3.2% | 863,380 | $93.8M |
| OneDigital Investment Advisors LLC | 1.01% | Add +4.1% | 810,380 | $88.0M |
| Centiva Capital, LP | 3.94% | Add +166.7% | 800,000 | $86.9M |
| Cwm, LLC | 0.37% | Add +16.6% | 792,357 | $86.1M |
| Osaic Holdings, Inc. | 0.19% | Reduce -19.7% | 786,207 | $85.4M |
| Corient Private Wealth LP | 0.13% | Reduce -1.5% | 770,767 | $83.7M |
| Allstate Corp. | 7.66% | Add +73.4% | 741,435 | $80.5M |
| Cerity Partners LLC | 0.18% | Add +1.5% | 728,275 | $79.1M |
| Meeder Advisory Services, Inc. | 5.05% | Add +6.5% | 718,056 | $78.0M |
| Arkos Global Advisors | 11.21% | Add +10.2% | 711,813 | $77.3M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -0.3% | 683,775 | $74.3M |
| Stifel Financial Corp. | 0.08% | Add +16.0% | 674,547 | $73.3M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +3.2% | 673,802 | $73.2M |
| Crestwood Advisors Group, LLC | 1.36% | Add +0.9% | 654,120 | $71.1M |
| Orion Porfolio Solutions, LLC | 0.71% | Add +2.5% | 653,865 | $71.0M |
| Orion Portfolio Solutions, LLC | 0.71% | Add +2.5% | 653,865 | $71.0M |
| United Capital Financial Advisors, LLC | 0.56% | Add +1.1% | 624,351 | $67.8M |
| State of Wisconsin Investment Board | 0.17% | No change | 607,800 | $66.0M |
| Wealthspire Advisors, LLC | 0.66% | Add +4.7% | 597,883 | $64.9M |
| Prime Capital Investment Advisors, LLC | 0.92% | Reduce -1.1% | 593,569 | $64.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.46% | Add +1.1% | 584,361 | $63.5M |
| Angeles Wealth Management, LLC | 5.47% | New | 584,123 | $63.5M |
| Wit, LLC | 1.83% | — | 293 | $63.3M |
| Financial Engines Advisors L.L.C. | 0.13% | Add +3.0% | 575,245 | $62.5M |
| Beacon Pointe Advisors, LLC | 0.69% | Add +2.6% | 548,672 | $59.6M |
| Prudential Financial Inc. | 0.08% | Reduce -0.2% | 517,060 | $56.2M |
| Manning & Napier Advisors LLC | 0.60% | Add +4.9% | 500,452 | $54.4M |
| Cibc World Market Inc. | 0.12% | New | 500,160 | $54.3M |
| Coldstream Capital Management Inc. | 1.17% | Reduce -6.8% | 498,484 | $54.2M |
| Sofi Wealth, LLC | 3.88% | Add +9.6% | 485,236 | $52.7M |
| Foster Group, Inc. | 1.96% | Add +3.1% | 484,686 | $52.7M |
| JFS Wealth Advisors, LLC | 3.38% | Add +7.3% | 465,389 | $50.6M |
| Wealthcare Advisory Partners LLC | 1.42% | Add +12.6% | 460,037 | $50.0M |
| Bank of Montreal | 0.02% | Add +1.4% | 455,757 | $49.5M |
| Bessemer Group Inc. | 0.08% | Reduce -1.8% | 452,638 | $49.2M |
| Choreo, LLC | 0.69% | Add +105.5% | 432,385 | $47.1M |
| Alliancebernstein L.P. | 0.02% | Add +2.2% | 428,833 | $46.6M |
| Pathstone Holdings, LLC | 0.21% | Reduce -0.5% | 428,765 | $46.6M |
| Raymond James & Associates | 0.03% | Reduce -1.8% | 408,334 | $44.4M |
| Kestra Investment Management, LLC | 1.88% | Add +67.3% | 402,734 | $43.7M |
| Rockefeller Capital Management L.P. | 0.12% | Add +2.3% | 393,189 | $42.7M |
| Plante Moran Financial Advisors, LLC | 3.49% | Reduce -5.4% | 376,580 | $40.9M |
| Nisa Investment Advisors, LLC | 0.24% | Reduce -10.3% | 374,940 | $40.7M |
| Focus Partners Wealth | 0.13% | Reduce -46.0% | 369,827 | $40.2M |
| HSBC Holdings PLC | 0.02% | Reduce -51.1% | 367,332 | $39.9M |
| Comerica Bank | 0.16% | Add +2.7% | 367,074 | $39.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +13.3% | 364,589 | $39.6M |
| Sanctuary Advisors, LLC | 0.25% | Add +31.8% | 367,380 | $39.5M |
| Waldron Private Wealth LLC | 1.55% | Add +1.3% | 343,462 | $37.3M |
| Equitable Holdings, Inc. | 0.36% | Add +5.1% | 343,023 | $37.3M |
| AE Wealth Management LLC | 0.33% | Add +5.1% | 336,047 | $36.5M |
| Lake Street Advisors Group, LLC | 1.59% | Add +4.4% | 316,465 | $34.4M |
"% 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.