# ISHARES TR (LMUB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LMUB/

- Reporting holders: 6
- Reported value: $5.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.1M | 44,234 | 0.0% | 3 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.2M | 26,680 | 0.3% | 3 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $944.7K | 20,312 | 0.1% | 2 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $807.9K | 17,371 | 0.0% | 3 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $397.0K | 8,535 | 0.2% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $171.5K | 3,687 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $5.6M |
| Q2 2026 | 185 | $2.6B |
| Q1 2026 | 144 | $1.6B |
| Q4 2025 | 5 | $22.7M |
| Q3 2025 | 7 | $23.9M |
| Q2 2025 | 4 | $20.3M |
| Q1 2025 | 2 | $21.1M |