iShares National Muni Bond EMUBETF
13F holders, Q4 2024 (December 31)1,527holders +129
97new positions
73sold out
8famous investors
$106.45avg. 13F price*
At the end of Q4 2024, 1,527 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 129 from Q3 2024. 97 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($3.3B), Envestnet Asset Management Inc. ($2.2B) and Betterment LLC ($1.9B). 8 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 David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares National Muni Bond E
- CUSIP
- 464288414
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $141.7M |
| Exits | 73 | $177.8M |
All 13F filers, Q3 2024 → Q4 2024: 32,741,190 shares bought and 11,873,708 shares sold, net +20,867,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,527 holders
| Bank of America Corp. | 0.30% | Add +20.7% | 30,881,189 | $3.3B |
| Envestnet Asset Management Inc. | 0.70% | Add +5.9% | 20,358,585 | $2.2B |
| Betterment LLC | 4.64% | Add +8.1% | 18,258,259 | $1.9B |
| FMR LLC | 0.09% | Reduce -3.7% | 13,682,372 | $1.5B |
| Creative Planning | 1.37% | Add +4.7% | 13,224,764 | $1.4B |
| Wells Fargo & Company | 0.27% | Add +17.9% | 10,606,146 | $1.1B |
| JPMorgan Chase & Co. | 0.09% | Add +4.2% | 10,105,962 | $1.1B |
| LPL Financial LLC | 0.42% | Add +27.1% | 9,636,610 | $1.0B |
| Morgan Stanley | 0.07% | Add +15.8% | 9,061,368 | $965.5M |
| Bank of New York Mellon Corp | 0.18% | Reduce -3.1% | 9,020,029 | $961.1M |
| Charles Schwab Investment Management Inc. | 0.17% | Add +1.7% | 8,397,818 | $894.8M |
| Wealthfront Advisers LLC | 2.36% | Reduce -22.2% | 7,576,579 | $807.3M |
| PNC Financial Services Group, Inc. | 0.52% | Reduce -0.4% | 7,338,394 | $781.9M |
| Northwestern Mutual Wealth Management Co. | 0.63% | Add +11.5% | 7,037,519 | $749.8M |
| Mercer Global Advisors Inc. | 1.67% | Reduce -0.1% | 6,435,481 | $685.7M |
| Fisher Asset Management | 0.24% | Add +8.9% | 5,745,654 | $612.2M |
| US Bancorp \de | 0.78% | Reduce -18.7% | 5,573,438 | $593.9M |
| Sei Investments Co. | 0.76% | Add +14.3% | 5,523,128 | $588.5M |
| Tiaa Trust, National Association | 1.58% | Reduce -1.8% | 4,882,675 | $520.2M |
| Envestnet Portfolio Solutions, Inc. | 1.68% | Reduce -8.9% | 4,832,344 | $514.9M |
| Orgel Wealth Management, LLC | 9.36% | Reduce -8.3% | 3,366,629 | $358.7M |
| Commonwealth Equity Services, LLC | 0.46% | Add +2.5% | 2,931,626 | $312.4M |
| Rwa Wealth Partners, LLC | 3.65% | Reduce -0.5% | 2,780,596 | $296.3M |
| First Citizens Bank & Trust Co. | 5.16% | Reduce -1.0% | 2,639,378 | $281.2M |
| UBS Group AG | 0.06% | Reduce -4.6% | 2,628,062 | $280.0M |
| Assetmark, Inc. | 0.75% | Add +5.9% | 2,595,159 | $276.5M |
| Jane Street Group, LLC | 0.39% | Add +2198.8% | 2,241,380 | $238.8M |
| Mariner, LLC | 0.35% | Add +13.3% | 1,932,089 | $205.9M |
| Royal Bank of Canada | 0.04% | Reduce -8.6% | 1,817,141 | $193.6M |
| MML Investors Services, LLC | 0.63% | Add +14.0% | 1,717,137 | $183.0M |
| Cetera Investment Advisers | 0.36% | Add +8.6% | 1,623,043 | $172.9M |
| HighTower Advisors, LLC | 0.23% | Reduce -5.0% | 1,593,423 | $169.8M |
| Allstate Corp. | 4.95% | Add +112.9% | 1,578,380 | $168.2M |
| Facet Wealth, Inc. | 4.39% | Add +5.9% | 1,549,955 | $165.4M |
| Jones Financial Companies LLLP | 0.15% | Add +25.6% | 1,516,730 | $161.6M |
| Ameriprise Financial Inc. | 0.04% | Add +5.0% | 1,463,534 | $155.9M |
| D. E. Shaw & Co. | 0.17% | Add +16052.4% | 1,356,800 | $144.6M |
| Signaturefd, LLC | 2.72% | Reduce -0.6% | 1,346,404 | $143.5M |
| Sequoia Financial Advisors, LLC | 1.35% | Add +28.3% | 1,312,902 | $139.9M |
| Choate Investment Advisors | 3.26% | Reduce -8.0% | 1,272,175 | $135.6M |
| One Capital Management, LLC | 4.22% | Reduce -3.4% | 1,196,525 | $127.5M |
| Truist Financial Corp. | 0.20% | Add +31.4% | 1,177,651 | $125.5M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +73.1% | 1,166,387 | $124.3M |
| Avantax Advisory Services, Inc. | 0.78% | Add +18.6% | 1,160,561 | $123.7M |
| Captrust Financial Advisors | 0.35% | Add +8.4% | 1,136,181 | $121.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.32% | Add +1.5% | 1,124,699 | $119.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -6.6% | 1,117,125 | $119.0M |
| Raymond James Financial Inc. | 0.04% | — | 1,109,733 | $118.2M |
| Citigroup Inc. | 0.11% | Add +27.6% | 1,101,676 | $117.4M |
| EP Wealth Advisors, LLC | 0.91% | Add +11.7% | 1,050,511 | $111.9M |
| Park Avenue Securities LLC | 1.13% | Add +9.0% | 1,033,611 | $110.1M |
| Osaic Holdings, Inc. | 0.24% | Add +93.2% | 1,518,835 | $107.4M |
| Oxford Financial Group, LTD. LLC | 6.59% | Reduce -1.2% | 955,656 | $101.8M |
| Ellevest, Inc. | 5.76% | Reduce -0.8% | 936,540 | $99.8M |
| Natixis Advisors, LLC | 0.18% | Add +530.3% | 889,955 | $94.8M |
| Balentine LLC | 3.80% | Reduce -0.7% | 879,575 | $93.7M |
| OneDigital Investment Advisors LLC | 0.99% | Reduce -1.6% | 797,590 | $85.0M |
| Meeder Advisory Services, Inc. | 5.25% | Add +10.0% | 789,869 | $84.2M |
| Cerity Partners LLC | 0.17% | Add +3.7% | 755,548 | $80.5M |
| Arkos Global Advisors | 11.38% | Add +2.3% | 727,982 | $77.6M |
| Orion Porfolio Solutions, LLC | 0.77% | Add +11.1% | 726,230 | $77.4M |
| Orion Portfolio Solutions, LLC | 0.77% | Add +11.1% | 726,230 | $77.4M |
| Focus Partners Wealth | 0.20% | Add +96.4% | 726,195 | $77.4M |
| Corient Private Wealth LP | 0.12% | Reduce -10.8% | 687,472 | $73.3M |
| Cwm, LLC | 0.30% | Reduce -13.7% | 683,531 | $72.8M |
| Stifel Financial Corp. | 0.07% | Reduce -2.1% | 660,474 | $70.4M |
| Forvis Mazars Wealth Advisors, LLC | 1.57% | Add +9.2% | 637,905 | $68.0M |
| Crestwood Advisors Group, LLC | 1.27% | Reduce -3.0% | 634,334 | $67.6M |
| State of Wisconsin Investment Board | 0.17% | No change | 607,800 | $64.8M |
| Wit, LLC | 2.04% | Add +99330.4% | 291,331 | $63.8M |
| Prime Capital Investment Advisors, LLC | 0.92% | Add +0.7% | 597,523 | $63.7M |
| United Capital Financial Advisors, LLC | 0.54% | Reduce -4.3% | 597,477 | $63.7M |
| Wealthspire Advisors, LLC | 0.62% | Reduce -2.2% | 584,735 | $62.3M |
| Financial Engines Advisors L.L.C. | 0.13% | Add +1.3% | 582,827 | $62.1M |
| Wealthcare Advisory Partners LLC | 1.67% | Add +22.9% | 565,380 | $60.2M |
| Bessemer Group Inc. | 0.10% | Add +23.4% | 558,358 | $59.5M |
| Sofi Wealth, LLC | 4.01% | Add +13.3% | 549,510 | $58.6M |
| Beacon Pointe Advisors, LLC | 0.64% | Reduce -0.6% | 545,336 | $58.1M |
| Foster Group, Inc. | 2.16% | Add +9.9% | 532,674 | $56.8M |
| Bank of Montreal | 0.03% | Add +9.9% | 500,694 | $53.3M |
| JFS Wealth Advisors, LLC | 3.61% | Add +6.6% | 495,989 | $52.8M |
| Kestra Investment Management, LLC | 2.06% | Add +22.4% | 493,112 | $52.5M |
| Manning & Napier Advisors LLC | 0.60% | Reduce -2.0% | 490,539 | $52.3M |
| Coldstream Capital Management Inc. | 1.10% | Reduce -2.6% | 485,287 | $51.7M |
| Alliancebernstein L.P. | 0.02% | Add +8.0% | 463,155 | $49.3M |
| Comerica Bank | 0.19% | Add +18.4% | 434,512 | $46.3M |
| Angeles Wealth Management, LLC | 3.72% | Reduce -27.4% | 423,985 | $45.2M |
| Farther Finance Advisors, LLC | 1.63% | Add +40.5% | 422,029 | $45.0M |
| Pathstone Holdings, LLC | 0.20% | Reduce -1.6% | 421,747 | $44.9M |
| Global Strategic Investment Solutions, LLC | 5.08% | Add +46.7% | 407,601 | $43.4M |
| Rockefeller Capital Management L.P. | 0.11% | Add +0.8% | 396,449 | $42.2M |
| Baird Financial Group, Inc. | 0.08% | Add +25.2% | 386,368 | $41.2M |
| Thrivent Financial for Lutherans | 0.08% | Add +2.0% | 371,899 | $39.9M |
| HSBC Holdings PLC | 0.02% | Reduce -0.8% | 364,236 | $38.8M |
| Waldron Private Wealth LLC | 1.52% | Add +3.4% | 355,064 | $37.8M |
| Allworth Financial LP | 0.21% | Add +40.0% | 355,638 | $37.8M |
| AE Wealth Management LLC | 0.32% | Add +5.3% | 353,862 | $37.7M |
| Sanctuary Advisors, LLC | 0.23% | Reduce -6.0% | 345,357 | $36.9M |
| Commerce Bank | 0.22% | Add +11.9% | 342,393 | $36.5M |
| Plante Moran Financial Advisors, LLC | 3.00% | Reduce -9.9% | 339,112 | $36.1M |
"% 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.