iShares National Muni Bond EMUBETF

13F holders, Q1 2026 (March 31)
1,633holders +1
100new positions
89sold out
6famous investors
$106.16avg. 13F price*

At the end of Q1 2026, 1,633 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 1 from Q4 2025. 100 opened new positions and 89 sold out. The largest holders were Bank of America Corp. ($4.5B), FMR LLC ($2.3B) and Betterment LLC ($2.1B). 6 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares National Muni Bond E
CUSIP
464288414
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions100$259.2M
Exits89$353.3M

All 13F filers, Q4 2025 → Q1 2026: 32,335,965 shares bought and 17,542,083 shares sold, net +14,793,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,633 holders

Bank of America Corp. 0.33% Add +12.8% 42,113,660 $4.5B
FMR LLC 0.12% Reduce -1.6% 21,943,710 $2.3B
Betterment LLC 3.94% Add +3.1% 19,583,732 $2.1B
Envestnet Asset Management Inc. 0.47% Add +17.8% 16,704,651 $1.8B
Creative Planning 1.03% Add +6.0% 14,367,478 $1.5B
LPL Financial LLC 0.33% Add +6.0% 11,762,384 $1.2B
Fisher Asset Management 0.42% Add +8.2% 11,596,161 $1.2B
Wells Fargo & Company 0.21% Add +0.7% 10,008,488 $1.1B
Mercer Global Advisors Inc. 1.47% Add +9.5% 9,357,674 $993.3M
Morgan Stanley 0.06% Add +7.4% 9,214,317 $978.1M
Northwestern Mutual Wealth Management Co. 0.58% Add +5.6% 8,903,359 $945.1M
UBS Group AG 0.14% Add +211.7% 7,622,993 $809.2M
Bank of New York Mellon Corp 0.14% Add +3.0% 7,303,630 $775.3M
PNC Financial Services Group, Inc. 0.44% Reduce -2.1% 7,185,272 $762.7M
Tiaa-Cref Individual & Institutional Services, LLC 2.32% — 5,687,268 $603.7M
Sei Investments Co. 0.52% Add +0.1% 5,274,695 $559.9M
US Bancorp \de 0.67% Add +0.1% 5,232,551 $555.4M
JPMorgan Chase & Co. 0.03% Add +0.4% 4,709,555 $499.0M
Wealthfront Advisers LLC 1.04% Reduce -9.3% 4,442,764 $471.6M
Cetera Investment Advisers 0.36% Add +14.9% 3,210,936 $340.8M
Assetmark, Inc. 0.69% Add +4.2% 3,196,889 $339.3M
Jones Financial Companies LLLP 0.15% Add +30.0% 2,953,836 $312.3M
Commonwealth Equity Services, LLC 0.42% Reduce -1.3% 2,823,552 $299.7M
Orgel Wealth Management, LLC 6.12% Add +2.3% 2,677,093 $284.2M
Rwa Wealth Partners, LLC 2.71% Reduce -1.5% 2,331,591 $247.5M
Raymond James Financial Inc. 0.07% Add +27.5% 2,281,826 $242.2M
Goldman Sachs Group Inc. 0.03% Add +59.7% 2,114,126 $224.4M
Mariner, LLC 0.26% Add +2.9% 2,108,214 $223.8M
Sequoia Financial Advisors, LLC 1.18% Add +11.9% 1,977,019 $209.9M
MML Investors Services, LLC 0.57% Reduce -4.0% 1,947,693 $206.7M
HighTower Advisors, LLC 0.20% Reduce -0.9% 1,737,213 $184.4M
Allstate Corp. 1.97% Reduce -42.5% 1,733,524 $184.0M
Ameriprise Financial Inc. 0.04% Reduce -24.6% 1,675,290 $177.9M
One Capital Management, LLC 4.68% Add +7.1% 1,606,330 $170.5M
Facet Wealth, Inc. 2.57% Reduce -11.0% 1,397,796 $148.4M
Citigroup Inc. 0.09% Add +10.7% 1,298,929 $137.9M
Captrust Financial Advisors 0.24% Add +4.4% 1,271,750 $135.0M
Royal Bank of Canada 0.03% Reduce -2.3% 1,258,347 $133.6M
Envestnet Portfolio Solutions, Inc. 0.69% Reduce -33.0% 1,175,348 $124.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +166.6% 1,169,211 $124.1M
Signaturefd, LLC 1.83% Reduce -3.2% 1,126,750 $119.6M
Park Avenue Securities LLC 0.90% New 1,079,334 $114.6M
Cerity Partners LLC 0.16% Add +7.1% 1,070,265 $113.6M
Focus Partners Wealth 0.12% Reduce -12.1% 1,053,799 $111.9M
Truist Financial Corp. 0.14% Add +2.7% 980,111 $104.0M
Osaic Holdings, Inc. 0.14% Add +9.6% 927,175 $98.4M
Kestra Investment Management, LLC 1.68% Add +93.6% 916,625 $97.3M
Jane Street Group, LLC 0.11% Add +65.3% 912,202 $96.8M
Corient Private Wealth LP 0.13% Add +1.9% 864,554 $91.8M
EP Wealth Advisors, LLC 0.44% Add +8.0% 847,619 $90.0M
OneDigital Investment Advisors LLC 0.88% Add +8.9% 842,713 $89.5M
Oxford Financial Group, LTD. LLC 4.74% Reduce -0.7% 830,094 $88.1M
Orion Porfolio Solutions, LLC 0.71% Add +0.4% 781,060 $82.9M
Angeles Wealth Management, LLC 4.44% Add +9.2% 767,535 $81.5M
Beacon Pointe Advisors, LLC 0.43% Add +19.3% 756,078 $80.3M
Cwm, LLC 0.21% Add +9.3% 751,600 $79.8M
Choate Investment Advisors 1.49% Reduce -38.4% 717,755 $76.2M
Rockefeller Capital Management L.P. 0.13% Add +8.8% 706,540 $75.0M
O'shaughnessy Asset Management, LLC 0.35% Add +29.7% 652,281 $69.2M
BlackRock, Inc. 0.00% Add +198.0% 650,618 $69.1M
Bessemer Group Inc. 0.11% Reduce -5.8% 647,017 $68.7M
Prime Capital Investment Advisors, LLC 0.79% Add +0.2% 645,815 $68.6M
Stifel Financial Corp. 0.06% Add +2.7% 635,731 $67.5M
Forvis Mazars Wealth Advisors, LLC 1.28% Add +0.4% 633,596 $67.3M
Sofi Wealth, LLC 3.18% Reduce -1.7% 620,897 $65.9M
United Capital Financial Advisors, LLC 0.40% Add +4.4% 613,660 $65.1M
State of Wisconsin Investment Board 0.15% No change 607,800 $64.5M
Financial Engines Advisors L.L.C. 0.12% Reduce -3.4% 579,572 $61.5M
Crestwood Advisors Group, LLC 1.01% Add +5.8% 566,374 $60.1M
Bank of Montreal 0.02% Reduce -2.3% 559,388 $59.4M
Foster Group, Inc. 1.71% Add +10.4% 542,700 $57.6M
Fifth Third Bancorp 0.10% Add +377.8% 537,049 $57.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.83% Reduce -8.1% 535,118 $56.8M
Farther Finance Advisors, LLC 0.54% Add +11.8% 532,745 $56.6M
Dynasty Wealth Management, LLC 0.49% Add +18.3% 526,425 $55.9M
Parcion Private Wealth LLC 3.46% Add +3.5% 525,436 $55.8M
Coldstream Capital Management Inc. 0.69% Reduce -4.0% 522,464 $55.5M
Wealthcare Advisory Partners LLC 1.08% Reduce -2.1% 522,191 $55.4M
Wealthspire Advisors, LLC 0.43% Reduce -15.9% 512,469 $54.4M
Avantax Planning Partners, Inc. 1.44% Reduce -1.4% 495,654 $52.6M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -40.1% 492,231 $52.4M
Manning & Napier Advisors LLC 0.74% Reduce -1.6% 492,741 $52.3M
Franklin Resources Inc. 0.01% Add +6.6% 488,681 $51.9M
Wedmont Private Capital 1.63% Add +1.5% 472,473 $50.4M
Alliancebernstein L.P. 0.02% Reduce -1.6% 462,015 $49.5M
Arkos Global Advisors 5.90% Reduce -5.2% 443,046 $47.0M
Choreo, LLC 0.57% Add +52.1% 438,228 $46.5M
Allworth Financial LP 0.19% Add +2.8% 435,863 $46.3M
Retirement Investment Advisors, Inc. 3.66% Add +0.3% 424,104 $45.4M
Ascent Group, LLC 1.53% Add +3.2% 416,280 $44.2M
Seeds Investor LLC 5.96% Add +149.6% 409,195 $43.8M
Natixis Advisors, LLC 0.06% Add +42.0% 392,889 $41.7M
HSBC Holdings PLC 0.02% Reduce -1.8% 388,912 $41.3M
Cambridge Investment Research Advisors, Inc. 0.11% Add +13.6% 388,834 $41.3M
JFS Wealth Advisors, LLC 2.29% Add +1.1% 385,993 $41.0M
Cahaba Wealth Management, Inc. 2.76% Add +9.3% 383,426 $40.7M
Savvy Advisors, Inc. 1.08% Add +39.8% 380,909 $40.4M
Equitable Holdings, Inc. 0.26% Reduce -17.3% 373,948 $40.1M
Thrivent Financial for Lutherans 0.08% Add +4.2% 375,769 $39.9M
Kestra Advisory Services, LLC 0.15% Add +18.0% 373,962 $39.7M

"% 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.

Show all 1,633 holders