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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.42B +$9.21M +81,146 +0.7%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$663M +$24.9M +219,134 +4%
Betterment LLC
3
Betterment LLC
New York
$613M +$39.7M +349,806 +7%
Creative Planning
4
Creative Planning
Kansas
$577M +$125M +1,104,240 +28%
UBS Group
5
UBS Group
Switzerland
$570M -$27.8M -244,944 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$539M +$82.4M +726,054 +18%
Charles Schwab
7
Charles Schwab
California
$526M +$39.9M +351,679 +8%
SEI Investments
8
SEI Investments
Pennsylvania
$408M -$18.9M -166,741 -5%
Fisher Asset Management
9
Fisher Asset Management
Washington
$323M +$27.7M +243,903 +10%
Wells Fargo
10
Wells Fargo
California
$322M -$6.38M -56,192 -2%
Morgan Stanley
11
Morgan Stanley
New York
$308M +$7.23M +63,665 +2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$259M -$3.96M -34,895 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$232M +$28.4M +250,546 +14%
Jane Street
14
Jane Street
New York
$230M +$226M +1,991,267 New
Financial Engines Advisors
15
Financial Engines Advisors
California
$190M +$132M +1,162,323 +242%
JP Morgan Chase
16
JP Morgan Chase
New York
$182M +$28.1M +247,497 +19%
Ameriprise
17
Ameriprise
Minnesota
$181M +$108M +950,039 +152%
TF
18
TIAA FSB
Florida
$178M +$54.9M +483,411 +46%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$176M +$130M +1,142,967 +301%
US Bancorp
20
US Bancorp
Minnesota
$172M +$28.3M +249,303 +20%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$148M +$22M +193,721 +18%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$147M +$14M +123,013 +11%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$107M +$105M +925,837 New
AssetMark Inc
24
AssetMark Inc
California
$106M -$9.67M -85,157 -8%
OWM
25
Orgel Wealth Management
Wisconsin
$101M -$15.6M -137,482 -14%